Invesco DB Oil Fund
DBO
72 hedge funds and large institutions have $75.6M invested in Invesco DB Oil Fund in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 7 closing their positions.
117% more call options, than puts
Call options by funds: $713K | Put options by funds: $328K
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
9% more funds holding
Funds holding: 66 → 72 (+6)
2.58% less ownership
Funds ownership: 32.87% → 30.29% (-2.6%)
16% less capital invested
Capital invested by funds: $90M → $75.6M (-$14.4M)
38% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 21
Top Buyers
| 1 |
FNC
First National Corp
Rockland,
Massachusetts
|
+$3.02M |
| 2 |
Jane Street
New York
|
+$1.21M |
| 3 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
+$571K |
| 4 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$423K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$397K |
Top Sellers
| 1 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
-$4.31M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$4.26M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$4.03M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.76M |
| 5 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$2.65M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FWM
76
Finer Wealth Management
Salem,
Massachusetts
| – | -$266K | -18,245 | Closed |
|
77
Prudential Financial
Newark,
New Jersey
| – | -$201K | -13,781 | Closed |
|
|
MI
78
Merk Investments
Menlo Park,
California
| – | -$154K | -10,580 | Closed |
|
|
GWM
79
Geneos Wealth Management
Englewood,
Colorado
| – | -$13.7K | -940 | Closed |
|
|
BAM
80
Belpointe Asset Management
Reno,
Nevada
| – | -$11.7K | -800 | Closed |
|
DBO Hedge Fund Activity: Q2 2023 in Review
72 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Oil Fund (DBO) for Q2 2023, worth a combined $75.6M — down 16% from $90M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new DBO positions and 7 closed out — a net gain of 6 holders — while 13 added to existing stakes and 21 trimmed.
The largest buyer was First National Corp, opening a new position worth an estimated $3.02M. The largest seller was Fifth Third Securities, exiting entirely with an estimated $4.31M sold.
- 72 institutional investors held Invesco DB Oil Fund (DBO) as of Q2 2023, up from 66 in Q1 2023.
- Funds reported $75.6M of Invesco DB Oil Fund stock for Q2 2023, down 16% quarter-over-quarter.
- 13 funds opened new Invesco DB Oil Fund positions in Q2 2023 and 7 closed out, a net change of +6 holders.
- The largest Invesco DB Oil Fund buyer in Q2 2023 was First National Corp, an estimated $3.02M added.
- The largest Invesco DB Oil Fund seller in Q2 2023 was Fifth Third Securities, an estimated $4.31M sold.
Based on aggregated 13F filings for Q2 2023.