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Invesco DB Energy Fund
DBE

42 hedge funds and large institutions have $34M invested in Invesco DB Energy Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 44 → 42 (-2)

9.87% less ownership

Funds ownership: 55.66% → 45.79% (-9.9%)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

33% less capital invested

Capital invested by funds: $50.9M → $34M (-$16.9M)

Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$1.22M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$697K
3
FTUS
Flow Traders U.S.
New York
+$374K
4
EH
Equitable Holdings
New York
+$228K
5
UBS Group
UBS Group
Switzerland
+$205K

Top Sellers

1
APCM
Alaska Permanent Capital Management
Alaska
-$13M
2
ASN
Advisory Services Network
Georgia
-$2.23M
3
ACM
Anfield Capital Management
California
-$1.52M
4
RJA
Raymond James & Associates
Florida
-$849K
5
JP Morgan Chase
JP Morgan Chase
New York
-$436K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
1
Invesco
Georgia
$6.55M -$386K -18,700 -6%
AWA
2
Alaska Wealth Advisors
Alaska
$6.49M +$53K +2,572 +0.8%
BA
3
Bridge Advisory
California
$2.87M -$227K -11,003 -7%
LPL Financial
4
LPL Financial
California
$2.27M -$95.1K -4,610 -4%
RJA
5
Raymond James & Associates
Florida
$2.21M -$849K -41,158 -28%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.3M – – –
Jane Street
7
Jane Street
New York
$1.28M +$12.5K +605 +1%
Ameriprise
8
Ameriprise
Minnesota
$1.23M +$1.22M +59,199 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.17M -$9.77K -474 -0.8%
Bank of America
10
Bank of America
North Carolina
$1.08M -$14.9K -725 -1%
EH
11
Equitable Holdings
New York
$1.01M +$228K +11,070 +30%
Wells Fargo
12
Wells Fargo
California
$801K +$102K +4,954 +15%
LWL
13
Leo Wealth LLC
Texas
$780K +$7.86K +381 +1%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$706K +$697K +33,803 New
UBS Group
15
UBS Group
Switzerland
$696K +$205K +9,942 +43%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$500K -$2.68K -130 -0.5%
AAS
17
Avantax Advisory Services
Texas
$442K -$350K -16,952 -44%
FTUS
18
Flow Traders U.S.
New York
$379K +$374K +18,154 New
AWA
19
Arete Wealth Advisors
Illinois
$332K +$75.9K +3,680 +30%
ASBI
20
American State Bank (Iowa)
Iowa
$330K – – –
APCM
21
Alaska Permanent Capital Management
Alaska
$327K -$13M -632,753 -98%
PMAM
22
Picton Mahoney Asset Management
Ontario, Canada
$269K +$82.3K +3,990 +45%
PCMC
23
Private Capital Management (Colorado)
Colorado
$202K – – –
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$138K -$660 -32 -0.5%
HNB
25
Huntington National Bank
Ohio
$112K – – –
1
2

DBE Hedge Fund Activity: Q2 2024 in Review

42 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Energy Fund (DBE) for Q2 2024, worth a combined $34M — down 33% from $50.9M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of DBE and 6 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 12 added.

The largest buyer was Ameriprise, opening a new position worth an estimated $1.22M. The largest seller was Alaska Permanent Capital Management, cutting an estimated $13M.

  • 42 institutional investors held Invesco DB Energy Fund (DBE) as of Q2 2024, down from 44 in Q1 2024.
  • Funds reported $34M of Invesco DB Energy Fund stock for Q2 2024, down 33% quarter-over-quarter.
  • 6 funds opened new Invesco DB Energy Fund positions in Q2 2024 and 7 closed out, a net change of -1 holder.
  • The largest Invesco DB Energy Fund buyer in Q2 2024 was Ameriprise, an estimated $1.22M added.
  • The largest Invesco DB Energy Fund seller in Q2 2024 was Alaska Permanent Capital Management, an estimated $13M sold.

Based on aggregated 13F filings for Q2 2024.