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Invesco DB Oil Fund
DBO

61 hedge funds and large institutions have $58.3M invested in Invesco DB Oil Fund in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

10% more capital invested

Capital invested by funds: $53.1M → $58.3M (+$5.23M)

2.3% more ownership

Funds ownership: 25.15% → 27.45% (+2.3%)

5% less funds holding

Funds holding: 64 → 61 (-3)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

64% less call options, than puts

Call options by funds: $53K | Put options by funds: $147K

Holders
61
Holders Change
-3
Holders Change %
-4.69%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
17
Closed
10
Calls
$53K
Puts
$147K
Net Calls
-$94K
Net Calls Change
+$1K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$2.02M
2
AWA
Arete Wealth Advisors
Illinois
+$1.8M
3
Jane Street
Jane Street
New York
+$791K
4
LPL Financial
LPL Financial
California
+$755K
5
NFP
Narus Financial Partners
Utah
+$510K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$751K
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$329K
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$218K
4
HF
HRT Financial
New York
-$190K
5
Morgan Stanley
Morgan Stanley
New York
-$188K
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$239K +$2.05K +142 +0.9%
ATPW
27
Ashton Thomas Private Wealth
Arizona
$227K -$117K -8,082 -34%
AFG
28
Allegheny Financial Group
Pennsylvania
$201K +$420 +29 +0.2%
Citadel Advisors
29
Citadel Advisors
Florida
$196K -$168K -11,607 -46%
CWM
30
Cornerstone Wealth Management
Missouri
$193K -$2.39K -165 -1%
AAS
31
Avantax Advisory Services
Texas
$193K -$3.53K -244 -2%
QC
32
Quadrature Capital
United Kingdom
$190K +$192K +13,276 New
PSP
33
Pacific Sage Partners
Washington
$176K -$9.14K -632 -5%
RSF
34
Rik Saylor Financial
Ohio
$176K +$178K +12,276 New
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$169K – – –
PA
36
PFG Advisors
Arizona
$159K -$6.84K -473 -4%
AFG
37
ABLE Financial Group
Arizona
$147K – – –
TWC
38
TD Waterhouse Canada
Ontario, Canada
$84.4K – – –
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$68.4K +$38K +2,629 +122%
JP Morgan Chase
40
JP Morgan Chase
New York
$58.3K – – –
Comerica Bank
41
Comerica Bank
Texas
$50.6K – – –
PTC
42
Private Trust Company
Ohio
$47.4K – – –
ME
43
McIlrath & Eck
Washington
$45.8K – – –
US Bancorp
44
US Bancorp
Minnesota
$35.8K – – –
MG
45
Mather Group
Illinois
$30.1K – – –
WT
46
Washington Trust
Rhode Island
$29.3K – – –
HNB
47
Huntington National Bank
Ohio
$28.6K – – –
CFGS
48
Concourse Financial Group Securities
Alabama
$28.5K – – –
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$24.4K +$926 +64 +4%
AWM
50
Avior Wealth Management
Nebraska
$18.6K +$8.42K +582 +81%
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DBO Hedge Fund Activity: Q4 2024 in Review

61 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Oil Fund (DBO) for Q4 2024, worth a combined $58.3M — up 9.8% from $53.1M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of DBO and 7 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 19 added.

The largest buyer was Wells Fargo, adding an estimated $2.02M. The largest seller was Susquehanna International Group, cutting an estimated $751K.

  • 61 institutional investors held Invesco DB Oil Fund (DBO) as of Q4 2024, down from 64 in Q3 2024.
  • Funds reported $58.3M of Invesco DB Oil Fund stock for Q4 2024, up 9.8% quarter-over-quarter.
  • 7 funds opened new Invesco DB Oil Fund positions in Q4 2024 and 10 closed out, a net change of -3 holders.
  • The largest Invesco DB Oil Fund buyer in Q4 2024 was Wells Fargo, an estimated $2.02M added.
  • The largest Invesco DB Oil Fund seller in Q4 2024 was Susquehanna International Group, an estimated $751K sold.

Based on aggregated 13F filings for Q4 2024.