We are live on ! Find out more
DBE icon

Invesco DB Energy Fund

37 hedge funds and large institutions have $16.2M invested in Invesco DB Energy Fund in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% less funds holding

Funds holding: 4237 (-5)

13.71% less ownership

Funds ownership: 45.79%32.08% (-14%)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

52% less capital invested

Capital invested by funds: $34M → $16.2M (-$17.8M)

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
37
Holders Change
-5
Holders Change %
-11.9%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
12
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
1
Bridge Advisory
California
$2.5M -$52.5K -2,672 -2%
LPL Financial
2
LPL Financial
California
$2.15M +$135K +6,896 +6%
RJA
3
Raymond James & Associates
Florida
$1.74M -$247K -12,592 -12%
Ameriprise
4
Ameriprise
Minnesota
$1.18M +$63.4K +3,230 +5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.13M +$86K +4,380 +8%
EH
6
Equitable Holdings
New York
$911K +$15.7K +800 +2%
LWL
7
Leo Wealth LLC
Texas
$723K +$30.5K +1,552 +4%
Bank of America
8
Bank of America
North Carolina
$713K -$259K -13,166 -26%
UBS Group
9
UBS Group
Switzerland
$663K +$46K +2,340 +7%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$553K -$79.7K -4,057 -12%
AWA
11
Alaska Wealth Advisors
Alaska
$510K -$5.56M -283,291 -91%
FTUS
12
Flow Traders U.S.
New York
$488K +$160K +8,123 +45%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$445K
AAS
14
Avantax Advisory Services
Texas
$376K -$18.6K -948 -4%
Wells Fargo
15
Wells Fargo
California
$320K -$416K -21,164 -55%
ASBI
16
American State Bank (Iowa)
Iowa
$294K
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$266K -$944K -48,050 -77%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$208K +$220K +11,194 New
Stifel Financial
19
Stifel Financial
Missouri
$207K +$219K +11,133 New
PMAM
20
Picton Mahoney Asset Management
Ontario, Canada
$139K -$107K -5,430 -42%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$123K -$491 -25 -0.4%
WA
22
WestEnd Advisors
North Carolina
$103K +$77.2K +3,932 +243%
HNB
23
Huntington National Bank
Ohio
$99.5K
Morgan Stanley
24
Morgan Stanley
New York
$96.2K
Osaic Holdings
25
Osaic Holdings
Arizona
$67.3K -$28.5K -1,449 -29%

DBE Hedge Fund Activity: Q3 2024 in Review

37 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Energy Fund (DBE) for Q3 2024, worth a combined $16.2M — down 52% from $34M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of DBE and 2 opened new positions — a net loss of 5 holders — while 15 trimmed existing stakes and 12 added.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $220K. The largest seller was Invesco, exiting entirely with an estimated $6.55M sold.

  • 37 institutional investors held Invesco DB Energy Fund (DBE) as of Q3 2024, down from 42 in Q2 2024.
  • Funds reported $16.2M of Invesco DB Energy Fund stock for Q3 2024, down 52% quarter-over-quarter.
  • 2 funds opened new Invesco DB Energy Fund positions in Q3 2024 and 7 closed out, a net change of -5 holders.
  • The largest Invesco DB Energy Fund buyer in Q3 2024 was Cetera Investment Advisers, an estimated $220K added.
  • The largest Invesco DB Energy Fund seller in Q3 2024 was Invesco, an estimated $6.55M sold.

Based on aggregated 13F filings for Q3 2024.