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Invesco DB Precious Metals Fund

35 hedge funds and large institutions have $76.7M invested in Invesco DB Precious Metals Fund in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.09% more ownership

Funds ownership: 39.35%40.44% (+1.1%)

2% more capital invested

Capital invested by funds: $74.9M → $76.7M (+$1.81M)

10% less funds holding

Funds holding: 3935 (-4)

54% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 13

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
35
Holders Change
-4
Holders Change %
-10.26%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
6
Reduced
13
Closed
7
Calls
$69K
Puts
Net Calls
+$69K
Net Calls Change
+$410K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$55.2M +$5.32M +128,381 +11%
Morgan Stanley
2
Morgan Stanley
New York
$5.41M -$536K -12,925 -9%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$5.36M +$5.16M +124,363 New
Wells Fargo
4
Wells Fargo
California
$1.78M -$212K -5,109 -11%
BA
5
Boston Advisors
Massachusetts
$1.55M -$2.82K -68 -0.2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.03M +$103K +2,482 +12%
U
7
UBS
Switzerland
$897K -$11.1K -268 -1%
MCM
8
Murphy Capital Management
New Jersey
$805K -$178K -4,300 -19%
LPL Financial
9
LPL Financial
California
$788K +$362K +8,732 +91%
RBC
10
Ronald Blue & Co
Georgia
$733K -$633K -15,259 -47%
B
11
Baird
Wisconsin
$658K -$22K -531 -3%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$469K -$140K -3,375 -24%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$454K +$94.2K +2,271 +27%
SI
14
Stephens Inc
Arkansas
$391K
PAG
15
Private Advisor Group
New Jersey
$319K
MCM
16
Manchester Capital Management
Vermont
$189K
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$134K
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$105K
CAL
19
Capital Advisors Ltd
Ohio
$104K
Citigroup
20
Citigroup
New York
$74K
Creative Planning
21
Creative Planning
Kansas
$61K +$14.5K +350 +33%
MFS
22
MSI Financial Services
Massachusetts
$43K -$1.7K -41 -4%
AIG
23
American International Group
New York
$29.6K -$186K -4,495 -87%
Ameriprise
24
Ameriprise
Minnesota
$24K -$93.2K -2,247 -80%
PTC
25
Private Trust Company
Ohio
$18K

DBP Hedge Fund Activity: Q2 2014 in Review

35 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Precious Metals Fund (DBP) for Q2 2014, worth a combined $76.7M — up 2.4% from $74.9M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of DBP and 3 opened new positions — a net loss of 4 holders — while 13 trimmed existing stakes and 6 added.

The largest buyer was Invesco, adding an estimated $5.32M. The largest seller was Virtu Financial, exiting entirely with an estimated $6.02M sold.

  • 35 institutional investors held Invesco DB Precious Metals Fund (DBP) as of Q2 2014, down from 39 in Q1 2014.
  • Funds reported $76.7M of Invesco DB Precious Metals Fund stock for Q2 2014, up 2.4% quarter-over-quarter.
  • 3 funds opened new Invesco DB Precious Metals Fund positions in Q2 2014 and 7 closed out, a net change of -4 holders.
  • The largest Invesco DB Precious Metals Fund buyer in Q2 2014 was Invesco, an estimated $5.32M added.
  • The largest Invesco DB Precious Metals Fund seller in Q2 2014 was Virtu Financial, an estimated $6.02M sold.

Based on aggregated 13F filings for Q2 2014.