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Invesco DB Energy Fund

21 hedge funds and large institutions have $17.6M invested in Invesco DB Energy Fund in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.73% more ownership

Funds ownership: 45.85%47.58% (+1.7%)

16% less funds holding

Funds holding: 2521 (-4)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

40% less capital invested

Capital invested by funds: $29.5M → $17.6M (-$11.9M)

50% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 10

Holders
21
Holders Change
-4
Holders Change %
-16%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$13.8M +$4.8M +407,400 +31%
Bank of America
2
Bank of America
North Carolina
$668K -$153K -12,940 -14%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$644K -$103K -8,756 -56%
Wells Fargo
4
Wells Fargo
California
$463K -$237K -20,076 -26%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$381K +$51.2K +4,343 +10%
PMAM
6
Picton Mahoney Asset Management
Ontario, Canada
$349K +$507K +43,000 New
OC
7
Oppenheimer & Co
New York
$231K -$1.18K -100 -0.4%
AssetMark Inc
8
AssetMark Inc
California
$225K +$175K +14,877 +115%
RJA
9
Raymond James & Associates
Florida
$168K -$222K -18,800 -48%
Morgan Stanley
10
Morgan Stanley
New York
$165K -$21.7K -1,837 -8%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$101K -$1.38M -117,105 -90%
PSUF
12
People's United Financial
Connecticut
$95K +$5.75K +488 +4%
KOCAA
13
Knights of Columbus Asset Advisors
Connecticut
$81K +$28.9K +2,453 +33%
UBS Group
14
UBS Group
Switzerland
$55K -$5.89K -500 -7%
HB
15
Horizon Bancorp
Indiana
$48K
EWM
16
EPG Wealth Management
Georgia
$31K
GSWM
17
Golden State Wealth Management
California
$29K +$42K +3,565 New
CAC
18
Certified Advisory Corp
Florida
$10K -$23.6K -2,000 -62%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$7K -$11K -934 -52%
TRCT
20
Tower Research Capital (TRC)
New York
$1K +$979 +83 New
Osaic Holdings
21
Osaic Holdings
Arizona
$1K +$2.35K +199 New
Jane Street
22
Jane Street
New York
-$1.91M -130,845 Closed
FTUS
23
Flow Traders U.S.
New York
-$509K -34,792 Closed
American Century Companies
24
American Century Companies
Missouri
-$171K -11,699 Closed
LPL Financial
25
LPL Financial
California
-$165K -11,286 Closed

DBE Hedge Fund Activity: Q1 2020 in Review

21 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Energy Fund (DBE) for Q1 2020, worth a combined $17.6M — down 40% from $29.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of DBE and 4 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 5 added.

The largest buyer was Invesco, adding an estimated $4.8M. The largest seller was Jane Street, exiting entirely with an estimated $1.91M sold.

  • 21 institutional investors held Invesco DB Energy Fund (DBE) as of Q1 2020, down from 25 in Q4 2019.
  • Funds reported $17.6M of Invesco DB Energy Fund stock for Q1 2020, down 40% quarter-over-quarter.
  • 4 funds opened new Invesco DB Energy Fund positions in Q1 2020 and 6 closed out, a net change of -2 holders.
  • The largest Invesco DB Energy Fund buyer in Q1 2020 was Invesco, an estimated $4.8M added.
  • The largest Invesco DB Energy Fund seller in Q1 2020 was Jane Street, an estimated $1.91M sold.

Based on aggregated 13F filings for Q1 2020.