We are live on ! Find out more
DBO icon

Invesco DB Oil Fund

86 hedge funds and large institutions have $191M invested in Invesco DB Oil Fund in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $3.39M | Put options by funds: $1.1M

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

33% more capital invested

Capital invested by funds: $144M → $191M (+$47.1M)

13% more funds holding

Funds holding: 7686 (+10)

4.31% more ownership

Funds ownership: 33%37.31% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

15% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 27

Holders
86
Holders Change
+10
Holders Change %
+13.16%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
23
Reduced
27
Closed
10
Calls
$3.39M
Puts
$1.1M
Net Calls
+$2.29M
Net Calls Change
+$2.82M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
51
Arrow Investment Advisors
Maryland
$441K -$105K -6,631 -21%
BRWA
52
B. Riley Wealth Advisors
Florida
$439K -$47.6K -3,000 -11%
HT
53
HAP Trading
New York
$438K +$402K +25,316 New
FWM
54
Finer Wealth Management
Massachusetts
$394K -$3.98K -251 -1%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$389K +$356K +22,434 New
LNC
56
Lincoln National Corp
Pennsylvania
$376K
AWS
57
AJ Wealth Strategies
New York
$366K +$335K +21,116 New
JP Morgan Chase
58
JP Morgan Chase
New York
$344K +$233K +14,699 +285%
OC
59
Oppenheimer & Co
New York
$334K -$12.1K -764 -4%
EWM
60
Empirical Wealth Management
Washington
$325K -$127K -8,000 -30%
IWC
61
Integrated Wealth Concepts
Massachusetts
$300K +$275K +17,348 New
EE
62
EWG Elevate
California
$275K
MOS
63
MGO One Seven
Ohio
$272K +$249K +15,716 New
KWM
64
Kingsview Wealth Management
Oregon
$257K -$1.11K -70 -0.5%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$204K
Creative Planning
66
Creative Planning
Kansas
$202K +$10.9K +685 +6%
MCM
67
Murphy Capital Management
New Jersey
$190K -$98.4K -6,203 -36%
SCA
68
Snowden Capital Advisors
New York
$185K +$170K +10,701 New
TCM
69
Tradewinds Capital Management
Washington
$172K +$58.3K +3,673 +59%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$157K -$1.59K -100 -1%
Simplex Trading
71
Simplex Trading
Illinois
$153K +$17.4K +1,100 +14%
APA
72
American Portfolios Advisors
New York
$81.7K
ME
73
McIlrath & Eck
Washington
$55K
IA
74
IFP Advisors
Florida
$42K +$54K +3,404 +3,913%
CFGS
75
Concourse Financial Group Securities
Alabama
$33K

DBO Hedge Fund Activity: Q1 2022 in Review

86 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Oil Fund (DBO) for Q1 2022, worth a combined $191M — up 33% from $144M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DBO positions and 10 closed out — a net gain of 13 holders — while 23 added to existing stakes and 27 trimmed.

The largest buyer was First National Corp, adding an estimated $6.47M. The largest seller was New Century Advisors, cutting an estimated $7.27M.

  • 86 institutional investors held Invesco DB Oil Fund (DBO) as of Q1 2022, up from 76 in Q4 2021.
  • Funds reported $191M of Invesco DB Oil Fund stock for Q1 2022, up 33% quarter-over-quarter.
  • 23 funds opened new Invesco DB Oil Fund positions in Q1 2022 and 10 closed out, a net change of +13 holders.
  • The largest Invesco DB Oil Fund buyer in Q1 2022 was First National Corp, an estimated $6.47M added.
  • The largest Invesco DB Oil Fund seller in Q1 2022 was New Century Advisors, an estimated $7.27M sold.

Based on aggregated 13F filings for Q1 2022.