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Invesco DB Precious Metals Fund

42 hedge funds and large institutions have $82.6M invested in Invesco DB Precious Metals Fund in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 18 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.3% less ownership

Funds ownership: 65.6%56.31% (-9.3%)

26% less funds holding

Funds holding: 5742 (-15)

57% less capital invested

Capital invested by funds: $192M → $82.6M (-$109M)

61% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 18

70% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 20

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
42
Holders Change
-15
Holders Change %
-26.32%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
7
Reduced
18
Closed
20
Calls
$213K
Puts
Net Calls
+$213K
Net Calls Change
+$188K
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
26
Capital Advisors Ltd
Ohio
$43K
WB
27
Webster Bank
Connecticut
$40K +$42.7K +1,150 New
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$39K
MFS
29
MSI Financial Services
Massachusetts
$37K -$17.7K -476 -31%
AG
30
Advisor Group
Arizona
$35K -$244K -6,585 -87%
CG
31
Cutler Group
California
$24K -$59.4K -1,600 -70%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$18K
DADC
33
D.A. Davidson & Co
Montana
$17K
Creative Planning
34
Creative Planning
Kansas
$12K
PA
35
Parallel Advisors
California
$6K +$6.05K +163 New
APSP
36
Asset Planning Services (Pennsylvania)
Pennsylvania
$4K
Bank of America
37
Bank of America
North Carolina
$4K +$4.71K +127 New
NC
38
NewSquare Capital
Pennsylvania
$3K -$1.93M -51,935 -100%
GRP
39
Global Retirement Partners
California
$2K +$2.52K +68 New
CWM
40
Cranbrook Wealth Management
Michigan
$1K
DWA
41
Dorsey Wright & Associates
California
-$5.16M -127,047 Closed
RJA
42
Raymond James & Associates
Florida
-$4.58M -112,705 Closed
NA
43
NewEdge Advisors
Louisiana
-$4.22M -103,965 Closed
QA
44
Quantitative Advantage
Minnesota
-$3.75M -92,446 Closed
CIM
45
Cambria Investment Management
California
-$2.65M -65,276 Closed
FFS
46
Founders Financial Securities
Maryland
-$867K -21,349 Closed
HI
47
Horizon Investments
North Carolina
-$867K -21,349 Closed
AIA
48
Arrow Investment Advisors
Maryland
-$789K -19,429 Closed
RJFSA
49
Raymond James Financial Services Advisors
Florida
-$638K -15,705 Closed
OMC
50
Old Mission Capital
Illinois
-$410K -10,095 Closed

DBP Hedge Fund Activity: Q4 2016 in Review

42 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Precious Metals Fund (DBP) for Q4 2016, worth a combined $82.6M — down 57% from $192M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of DBP and 6 opened new positions — a net loss of 14 holders — while 18 trimmed existing stakes and 7 added.

The largest buyer was Jane Street, adding an estimated $2.52M. The largest seller was Wells Fargo, cutting an estimated $33M.

  • 42 institutional investors held Invesco DB Precious Metals Fund (DBP) as of Q4 2016, down from 57 in Q3 2016.
  • Funds reported $82.6M of Invesco DB Precious Metals Fund stock for Q4 2016, down 57% quarter-over-quarter.
  • 6 funds opened new Invesco DB Precious Metals Fund positions in Q4 2016 and 20 closed out, a net change of -14 holders.
  • The largest Invesco DB Precious Metals Fund buyer in Q4 2016 was Jane Street, an estimated $2.52M added.
  • The largest Invesco DB Precious Metals Fund seller in Q4 2016 was Wells Fargo, an estimated $33M sold.

Based on aggregated 13F filings for Q4 2016.