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Invesco DB Oil Fund
DBO

71 hedge funds and large institutions have $113M invested in Invesco DB Oil Fund in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more call options, than puts

Call options by funds: $913K | Put options by funds: $252K

3.1% more ownership

Funds ownership: 33.79% → 36.89% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less capital invested

Capital invested by funds: $114M → $113M (-$467K)

8% less funds holding

Funds holding: 77 → 71 (-6)

13% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 23

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

Holders
71
Holders Change
-6
Holders Change %
-7.79%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
20
Reduced
23
Closed
20
Calls
$913K
Puts
$252K
Net Calls
+$661K
Net Calls Change
+$388K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$7.92M
2
Prudential Financial
Prudential Financial
New Jersey
+$3.93M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.61M
4
UBS Group
UBS Group
Switzerland
+$3.31M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.87M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$9.2M
2
IMC Chicago
IMC Chicago
Illinois
-$3.76M
3
FNC
First National Corp
Massachusetts
-$2.43M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
-$2.37M
5
HighTower Advisors
HighTower Advisors
Illinois
-$1.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
Verition Fund Management
76
Verition Fund Management
Connecticut
– -$645K -42,466 Closed
VCM
77
Virtue Capital Management
Tennessee
– -$601K -39,573 Closed
BMWM
78
Brown Miller Wealth Management
Virginia
– -$490K -32,321 Closed
AIA
79
Arrow Investment Advisors
Maryland
– -$349K -22,960 Closed
ACA
80
Atlas Capital Advisors
Wyoming
– -$341K -22,443 Closed
BMCM
81
Burns Matteson Capital Management
New York
– -$321K -21,116 Closed
CS
82
Credit Suisse
Switzerland
– -$314K -20,656 Closed
PAG
83
Private Advisory Group
Washington
– -$302K -19,877 Closed
HIM
84
Hanlon Investment Management
New Jersey
– -$251K -16,514 Closed
EE
85
EWG Elevate
California
– -$241K -15,879 Closed
OC
86
Oppenheimer & Co
New York
– -$222K -14,572 Closed
TC
87
TownSquare Capital
Utah
– -$189K -12,480 Closed
SCA
88
Snowden Capital Advisors
New York
– -$185K -12,226 Closed
NC
89
NewSquare Capital
Pennsylvania
– -$7K -460 Closed
ACM
90
Absolute Capital Management
Pennsylvania
– -$6.5K -428 Closed
SWM
91
Spire Wealth Management
Virginia
– -$1K -86 Closed
1 2 3
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DBO Hedge Fund Activity: Q4 2022 in Review

71 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Oil Fund (DBO) for Q4 2022, worth a combined $113M — down 0.41% from $114M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of DBO and 15 opened new positions — a net loss of 5 holders — while 23 trimmed existing stakes and 20 added.

The largest buyer was Ameriprise, adding an estimated $7.92M. The largest seller was Wells Fargo, cutting an estimated $9.2M.

  • 71 institutional investors held Invesco DB Oil Fund (DBO) as of Q4 2022, down from 77 in Q3 2022.
  • Funds reported $113M of Invesco DB Oil Fund stock for Q4 2022, down 0.41% quarter-over-quarter.
  • 15 funds opened new Invesco DB Oil Fund positions in Q4 2022 and 20 closed out, a net change of -5 holders.
  • The largest Invesco DB Oil Fund buyer in Q4 2022 was Ameriprise, an estimated $7.92M added.
  • The largest Invesco DB Oil Fund seller in Q4 2022 was Wells Fargo, an estimated $9.2M sold.

Based on aggregated 13F filings for Q4 2022.