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Invesco DB Energy Fund

30 hedge funds and large institutions have $39.6M invested in Invesco DB Energy Fund in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.32% less ownership

Funds ownership: 56.08%53.77% (-2.3%)

9% less funds holding

Funds holding: 3330 (-3)

27% less capital invested

Capital invested by funds: $54.4M → $39.6M (-$14.7M)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

63% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 16

Holders
30
Holders Change
-3
Holders Change %
-9.09%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$14.3M -$9.02M -617,100 -38%
GLI
2
Guardian Life Insurance
New York
$6.56M
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.09M +$233K +15,927 +8%
Jane Street
4
Jane Street
New York
$2.83M +$2.93M +200,030 New
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.7M -$2.02M -137,964 -42%
Bank of America
6
Bank of America
North Carolina
$1.26M -$495K -33,872 -28%
Wells Fargo
7
Wells Fargo
California
$1.12M -$4.37M -298,665 -79%
LPL Financial
8
LPL Financial
California
$1.06M -$228K -15,567 -17%
JP Morgan Chase
9
JP Morgan Chase
New York
$948K
RJA
10
Raymond James & Associates
Florida
$892K -$2.53K -173 -0.3%
VF
11
Virtu Financial
New York
$817K +$843K +57,629 New
PMAM
12
Picton Mahoney Asset Management
Ontario, Canada
$657K +$409K +27,960 +152%
BA
13
Boston Advisors
Massachusetts
$577K -$29.8K -2,036 -5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$572K -$8.18K -559 -1%
Morgan Stanley
15
Morgan Stanley
New York
$408K -$65.1K -4,450 -13%
OC
16
Oppenheimer & Co
New York
$403K -$7.58K -518 -2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$373K -$2.6K -178 -0.7%
AssetMark Inc
18
AssetMark Inc
California
$357K +$71K +4,857 +24%
PSUF
19
People's United Financial
Connecticut
$182K
SI
20
Stephens Inc
Arkansas
$177K -$9.42K -644 -5%
American Century Companies
21
American Century Companies
Missouri
$171K -$266K -18,178 -60%
UBS Group
22
UBS Group
Switzerland
$114K -$107K -7,336 -48%
CAC
23
Certified Advisory Corp
Florida
$47K +$9.51K +650 +24%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$26K +$5.81K +397 +28%
TRCT
25
Tower Research Capital (TRC)
New York
$10K +$6.39K +437 +166%

DBE Hedge Fund Activity: Q2 2019 in Review

30 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Energy Fund (DBE) for Q2 2019, worth a combined $39.6M — down 27% from $54.4M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of DBE and 3 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 6 added.

The largest buyer was Jane Street, opening a new position worth an estimated $2.93M. The largest seller was Invesco, cutting an estimated $9.02M.

  • 30 institutional investors held Invesco DB Energy Fund (DBE) as of Q2 2019, down from 33 in Q1 2019.
  • Funds reported $39.6M of Invesco DB Energy Fund stock for Q2 2019, down 27% quarter-over-quarter.
  • 3 funds opened new Invesco DB Energy Fund positions in Q2 2019 and 6 closed out, a net change of -3 holders.
  • The largest Invesco DB Energy Fund buyer in Q2 2019 was Jane Street, an estimated $2.93M added.
  • The largest Invesco DB Energy Fund seller in Q2 2019 was Invesco, an estimated $9.02M sold.

Based on aggregated 13F filings for Q2 2019.