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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
HI
51
Harbour Investments
Wisconsin
$16.4K +$318 +22 +2%
MCM
52
MAI Capital Management
Ohio
$15.7K +$15.9K +1,100 New
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$14.7K +$14.9K +1,030 New
GRP
54
Global Retirement Partners
California
$14.7K +$3.62K +250 +32%
LFG
55
Larson Financial Group
Missouri
$12.2K +$564 +39 +5%
CAS
56
Coppell Advisory Solutions
Texas
$9K – – –
VWWMG
57
Vermillion & White Wealth Management Group
Pennsylvania
$7.16K – – –
DCM
58
Davis Capital Management
Florida
$6.44K – – –
EB
59
Eastern Bank
Massachusetts
$2.86K +$2.89K +200 New
TRCT
60
Tower Research Capital (TRC)
New York
$1.42K -$15.8K -1,093 -92%
NFSG
61
Newbridge Financial Services Group
Florida
$887 – – –
GSWM
62
Golden State Wealth Management
California
$830 +$839 +58 New
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
– -$329K -23,586 Closed
HF
64
HRT Financial
New York
– -$190K -13,643 Closed
VFA
65
Valeo Financial Advisors
Indiana
– -$152K -10,911 Closed
GLA
66
Good Life Advisors
Pennsylvania
– -$143K -10,264 Closed
Mariner
67
Mariner
Kansas
– -$143K -10,257 Closed
SIS
68
Sound Income Strategies
Florida
– -$6.99K -500 Closed
NA
69
NewEdge Advisors
Louisiana
– -$5.1K -365 Closed
BCMLT
70
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$4.75K -340 Closed
CT
71
Colonial Trust
South Carolina
– -$1.75K -125 Closed
FGC
72
Financial Gravity Companies
Texas
– -$489 -35 Closed
1 2
3

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.