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Invesco DB Precious Metals Fund
DBP

Overview Fund Activity

39 hedge funds and large institutions have $97.1M invested in Invesco DB Precious Metals Fund in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
9
Reduced
15
Closed
7
Calls
$2.11M
Puts
$985K
Net Calls
+$1.12M
Net Calls Change
-$75K

Top Buyers

1
Invesco
Invesco
Georgia
$73.9M
2
BCI
Brinker Capital Investments
Pennsylvania
$1.83M
3
BA
Boston Advisors
Massachusetts
$1.64M
4
MCM
Murphy Capital Management
New Jersey
$1.13M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$713K

Top Sellers

1
PAS
Partnervest Advisory Services
California
$1.06M
2
MMLI
Massachusetts Mutual Life Insurance
Massachusetts
$0
3
RJFSA
Raymond James Financial Services Advisors
Florida
$0
4
LPL Financial
LPL Financial
California
$670K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$341K
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$66K -$18.2K -417 -22%
MFS
27
MSI Financial Services
Massachusetts
$63K -$1.58K -36 -2%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$31K +$31K +696 New
MAS
29
Madden Advisory Services
Florida
$19K – – –
GI
30
Gradient Investments
Minnesota
$14K – – –
PTC
31
Private Trust Company
Ohio
$14K +$5.39K +125 +63%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$13K -$66.3K -1,505 -84%
NES
33
New England Securities
New York
$11K +$2.74K +60 +33%
WA
34
WFG Advisors
Texas
$9K +$9K +215 New
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$4K -$87K -2,175 -96%
Bank of America
36
Bank of America
North Carolina
$4K – – –
RIA
37
Regal Investment Advisors
Michigan
$3K – – –
LFG
38
LifePlan Financial Group
Ohio
$2K – – –
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$1K -$8.29K -174 -89%
MMLI
40
Massachusetts Mutual Life Insurance
Massachusetts
– -$518K -12,818 Closed
RJFSA
41
Raymond James Financial Services Advisors
Florida
– -$442K -10,930 Closed
CFA
42
Camarda Financial Advisors
Florida
– -$233K -5,773 Closed
Barclays
43
Barclays
United Kingdom
– -$82K -2,030 Closed
CW
44
Cobiz Wealth
Colorado
– -$26K -645 Closed
IFWM
45
Institute for Wealth Management
Colorado
– -$6K -153 Closed
FHC
46
First Heartland Consultants
Missouri
– -$3K -70 Closed
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