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Invesco DB Oil Fund
DBO

74 hedge funds and large institutions have $84.3M invested in Invesco DB Oil Fund in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,769% more call options, than puts

Call options by funds: $1.12M | Put options by funds: $39K

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

12% more capital invested

Capital invested by funds: $75.6M → $84.3M (+$8.72M)

3% more funds holding

Funds holding: 72 → 74 (+2)

0.39% more ownership

Funds ownership: 30.29% → 30.68% (+0.39%)

48% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 25

Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
13
Reduced
25
Closed
8
Calls
$1.12M
Puts
$39K
Net Calls
+$1.08M
Net Calls Change
+$695K

Top Buyers

1
FNC
First National Corp
Massachusetts
+$2.48M
2
Osaic Holdings
Osaic Holdings
Arizona
+$1.76M
3
SL
Savior LLC
Massachusetts
+$1.21M
4
IWC
Integrated Wealth Concepts
Massachusetts
+$1.11M
5
LPL Financial
LPL Financial
California
+$607K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$4.63M
2
Ameriprise
Ameriprise
Minnesota
-$4.39M
3
Jane Street
Jane Street
New York
-$3.39M
4
PP
Prudential plc
United Kingdom
-$792K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$790K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$443K -$264K -16,255 -39%
BRWA
27
B. Riley Wealth Advisors
Florida
$423K – – –
FIM
28
Freedom Investment Management
Connecticut
$401K +$124K +7,593 +50%
LNC
29
Lincoln National Corp
Pennsylvania
$385K – – –
Cerity Partners
30
Cerity Partners
New York
$373K +$343K +21,116 New
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$334K +$144K +8,846 +88%
Ameriprise
32
Ameriprise
Minnesota
$311K -$4.39M -269,653 -94%
PA
33
PFG Advisors
Arizona
$291K -$10.4K -637 -4%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$278K +$115K +7,080 +82%
MML Investors Services
35
MML Investors Services
Massachusetts
$267K -$80.5K -4,951 -25%
FTUS
36
Flow Traders U.S.
New York
$244K +$225K +13,809 New
PSP
37
Pacific Sage Partners
Washington
$240K – – –
AWS
38
Atria Wealth Solutions
New York
$230K -$145K -8,922 -41%
HighTower Advisors
39
HighTower Advisors
Illinois
$227K – – –
AAS
40
Avantax Advisory Services
Texas
$222K -$49.3K -3,031 -19%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$208K – – –
EWM
42
Empirical Wealth Management
Washington
$197K -$45.5K -2,796 -20%
AFG
43
ABLE Financial Group
Arizona
$191K +$8.13K +500 +5%
CA
44
Cetera Advisors
Colorado
$187K +$172K +10,571 New
Mariner
45
Mariner
Kansas
$184K – – –
ACP
46
Aveo Capital Partners
Colorado
$178K +$164K +10,098 New
ASN
47
Advisory Services Network
Georgia
$177K -$3.14K -193 -2%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$128K -$219K -13,458 -65%
Bank of America
49
Bank of America
North Carolina
$101K -$4.95K -304 -5%
JP Morgan Chase
50
JP Morgan Chase
New York
$82.5K -$27.5K -1,690 -27%
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DBO Hedge Fund Activity: Q3 2023 in Review

74 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Oil Fund (DBO) for Q3 2023, worth a combined $84.3M — up 12% from $75.6M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DBO positions and 8 closed out — a net gain of 3 holders — while 13 added to existing stakes and 25 trimmed.

The largest buyer was First National Corp, adding an estimated $2.48M. The largest seller was Wells Fargo, cutting an estimated $4.63M.

  • 74 institutional investors held Invesco DB Oil Fund (DBO) as of Q3 2023, up from 72 in Q2 2023.
  • Funds reported $84.3M of Invesco DB Oil Fund stock for Q3 2023, up 12% quarter-over-quarter.
  • 11 funds opened new Invesco DB Oil Fund positions in Q3 2023 and 8 closed out, a net change of +3 holders.
  • The largest Invesco DB Oil Fund buyer in Q3 2023 was First National Corp, an estimated $2.48M added.
  • The largest Invesco DB Oil Fund seller in Q3 2023 was Wells Fargo, an estimated $4.63M sold.

Based on aggregated 13F filings for Q3 2023.