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Invesco DB Precious Metals Fund
DBP

Overview Fund Activity

41 hedge funds and large institutions have $76.1M invested in Invesco DB Precious Metals Fund in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
9
Increased
6
Reduced
19
Closed
7
Calls
$1.25M
Puts
$267K
Net Calls
+$987K
Net Calls Change
-$134K

Top Buyers

1
RBC
Ronald Blue & Co
Georgia
$12.8M
2
VF
Virtu Financial
New York
$1.93M
3
Jane Street
Jane Street
New York
$554K
4
PAS
Partnervest Advisory Services
California
$1.06M
5
CFA
Camarda Financial Advisors
Florida
$66K

Top Sellers

1
Invesco
Invesco
Georgia
$46.1M
2
BCI
Brinker Capital Investments
Pennsylvania
$0
3
Wells Fargo
Wells Fargo
California
$1.76M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
U
UBS
Switzerland
$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
26
Camarda Financial Advisors
Florida
$66K +$66K +1,687 New
Citigroup
27
Citigroup
New York
$64K +$4.68K +120 +8%
MFS
28
MSI Financial Services
Massachusetts
$51K -$4.75K -122 -9%
Creative Planning
29
Creative Planning
Kansas
$29K -$31.2K -783 -52%
MAS
30
Madden Advisory Services
Florida
$17K – – –
PTC
31
Private Trust Company
Ohio
$16K +$3.32K +85 +26%
GI
32
Gradient Investments
Minnesota
$13K – – –
NES
33
New England Securities
New York
$9K – – –
EAMA
34
EFG Asset Management (Americas)
Florida
$4.43K +$4.43K +113 New
Bank of America
35
Bank of America
North Carolina
$4K – – –
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$4K – – –
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$3K -$8.8K -220 -75%
LFG
38
LifePlan Financial Group
Ohio
$2K – – –
FIG
39
Fusion Investment Group
Pennsylvania
$2K +$2K +59 New
Parallax Volatility Advisers
40
Parallax Volatility Advisers
California
$1K +$1K +34 New
CWM
41
Cranbrook Wealth Management
Michigan
$1K +$1K +35 New
BCI
42
Brinker Capital Investments
Pennsylvania
– -$1.83M -42,000 Closed
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
– -$713K -16,227 Closed
FAAS
44
First Allied Advisory Services
California
– -$248K -5,802 Closed
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
– -$31K -696 Closed
WA
46
WFG Advisors
Texas
– -$9K -215 Closed
RIA
47
Regal Investment Advisors
Michigan
– -$3K -59 Closed
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
– -$1K -21 Closed
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