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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
Wells Fargo
1
Wells Fargo
California
$24.5M +$2.02M +139,373 +9%
PP
2
Prudential plc
United Kingdom
$7.92M -$155K -10,700 -2%
NFP
3
Narus Financial Partners
Utah
$2.9M +$510K +35,254 +21%
LPL Financial
4
LPL Financial
California
$2.64M +$755K +52,198 +39%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.46M +$434K +30,027 +21%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.83M +$54.2K +3,748 +3%
Asset Management One
7
Asset Management One
Japan
$1.8M – – –
AWA
8
Arete Wealth Advisors
Illinois
$1.78M +$1.8M +124,573 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.14M -$751K -51,908 -39%
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$971K -$218K -15,100 -18%
Jane Street
11
Jane Street
New York
$958K +$791K +54,676 +446%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$699K +$5.29K +366 +0.8%
Osaic Holdings
13
Osaic Holdings
Arizona
$649K -$78.5K -5,425 -11%
QC
14
Quent Capital
New York
$644K +$29 +2 +0%
Morgan Stanley
15
Morgan Stanley
New York
$599K -$188K -12,982 -24%
UBS Group
16
UBS Group
Switzerland
$556K -$16.8K -1,162 -3%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$552K -$5.15K -356 -0.9%
KAS
18
Kestra Advisory Services
Texas
$552K +$44.1K +3,046 +9%
Ameriprise
19
Ameriprise
Minnesota
$473K +$3.27K +226 +0.7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$369K -$3.47K -240 -0.9%
BRWA
21
B. Riley Wealth Advisors
Florida
$343K – – –
Cerity Partners
22
Cerity Partners
New York
$302K – – –
AF
23
Apollon Financial
South Carolina
$276K +$3.24K +224 +1%
HighTower Advisors
24
HighTower Advisors
Illinois
$263K -$15K -1,040 -5%
PAG
25
Private Advisor Group
New Jersey
$250K -$88.2K -6,100 -26%
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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.