We are live on ! Find out more
DBE icon

Invesco DB Energy Fund

24 hedge funds and large institutions have $23.5M invested in Invesco DB Energy Fund in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

9% more funds holding

Funds holding: 2224 (+2)

3.83% more ownership

Funds ownership: 40.08%43.91% (+3.8%)

2% more capital invested

Capital invested by funds: $23M → $23.5M (+$446K)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$15.3M -$2.73M -279,700 -15%
Jane Street
2
Jane Street
New York
$2.58M +$2.63M +270,297 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.37M +$27K +2,765 +1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$563K +$29.8K +3,056 +5%
Bank of America
5
Bank of America
North Carolina
$558K -$115K -11,845 -17%
Wells Fargo
6
Wells Fargo
California
$518K +$191K +19,628 +57%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$328K -$239K -24,506 -42%
OC
8
Oppenheimer & Co
New York
$284K +$8.78K +901 +3%
FTUS
9
Flow Traders U.S.
New York
$175K +$34.1K +3,494 +24%
RJA
10
Raymond James & Associates
Florida
$173K -$170K -17,390 -49%
AAS
11
Avantax Advisory Services
Texas
$158K +$158K +16,248 New
Morgan Stanley
12
Morgan Stanley
New York
$109K -$1.57K -161 -1%
KOCAA
13
Knights of Columbus Asset Advisors
Connecticut
$90K -$1.4K -144 -2%
AssetMark Inc
14
AssetMark Inc
California
$65K -$56.8K -5,825 -46%
HB
15
Horizon Bancorp
Indiana
$56K
UBS Group
16
UBS Group
Switzerland
$53K -$3.5K -359 -6%
Simplex Trading
17
Simplex Trading
Illinois
$25K +$916 +94 +4%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$14K -$8.85K -908 -38%
SPIA
19
Steward Partners Investment Advisory
New York
$10K
GSWM
20
Golden State Wealth Management
California
$10K +$9.99K +1,025 New
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$7K
TRCT
22
Tower Research Capital (TRC)
New York
$6K +$5.85K +600 New
Osaic Holdings
23
Osaic Holdings
Arizona
$2K
RIM
24
Rockbridge Investment Management
New York
$2K
PMAM
25
Picton Mahoney Asset Management
Ontario, Canada
-$21K -2,300 Closed

DBE Hedge Fund Activity: Q3 2020 in Review

24 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Energy Fund (DBE) for Q3 2020, worth a combined $23.5M — up 1.9% from $23M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new DBE positions and 1 closed out — a net gain of 3 holders — while 6 added to existing stakes and 9 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $2.63M. The largest seller was Invesco, cutting an estimated $2.73M.

  • 24 institutional investors held Invesco DB Energy Fund (DBE) as of Q3 2020, up from 22 in Q2 2020.
  • Funds reported $23.5M of Invesco DB Energy Fund stock for Q3 2020, up 1.9% quarter-over-quarter.
  • 4 funds opened new Invesco DB Energy Fund positions in Q3 2020 and 1 closed out, a net change of +3 holders.
  • The largest Invesco DB Energy Fund buyer in Q3 2020 was Jane Street, an estimated $2.63M added.
  • The largest Invesco DB Energy Fund seller in Q3 2020 was Invesco, an estimated $2.73M sold.

Based on aggregated 13F filings for Q3 2020.