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Invesco DB Precious Metals Fund

37 hedge funds and large institutions have $43.9M invested in Invesco DB Precious Metals Fund in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

3% more funds holding

Funds holding: 3637 (+1)

1.85% less ownership

Funds ownership: 42.15%40.31% (-1.8%)

20% less capital invested

Capital invested by funds: $54.8M → $43.9M (-$10.9M)

61% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 18

92% less call options, than puts

Call options by funds: $48K | Put options by funds: $589K

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
18
Closed
2
Calls
$48K
Puts
$589K
Net Calls
-$541K
Net Calls Change
+$776K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$22.4M -$11.3M -326,300 -33%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.99M +$3.13M +90,779 +107%
Wells Fargo
3
Wells Fargo
California
$2.76M +$2.13M +61,684 +318%
Jane Street
4
Jane Street
New York
$2.54M +$1.28M +37,154 +99%
Morgan Stanley
5
Morgan Stanley
New York
$1.72M -$421K -12,210 -19%
VF
6
Virtu Financial
New York
$1.27M -$1.77M -51,313 -58%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$723K +$99.4K +2,883 +16%
BA
8
Boston Advisors
Massachusetts
$711K +$12.7K +368 +2%
RJA
9
Raymond James & Associates
Florida
$708K -$10.3K -300 -1%
RBC
10
Ronald Blue & Co
Georgia
$662K -$530K -15,378 -44%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$660K -$32K -929 -5%
IP
12
Investment Partners
Ohio
$544K
AI
13
Atria Investments
North Carolina
$466K +$473K +13,706 New
AIP
14
Ameritas Investment Partners
Nebraska
$450K -$617K -17,900 -58%
LPL Financial
15
LPL Financial
California
$372K -$192K -5,565 -34%
TYCC
16
Texas Yale Capital Corp
Florida
$314K -$16.7K -484 -5%
SI
17
Stephens Inc
Arkansas
$309K
AssetMark Inc
18
AssetMark Inc
California
$307K +$14.4K +418 +5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$225K -$52.3K -1,518 -19%
PAG
20
Private Advisor Group
New Jersey
$202K -$15K -435 -7%
UBS Group
21
UBS Group
Switzerland
$128K -$132K -3,828 -50%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$105K +$106K +3,085 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$87K -$1.24K -36 -1%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$45K -$2.69K -78 -6%
CAL
25
Capital Advisors Ltd
Ohio
$42K

DBP Hedge Fund Activity: Q3 2015 in Review

37 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Precious Metals Fund (DBP) for Q3 2015, worth a combined $43.9M — down 20% from $54.8M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new DBP positions and 2 closed out — a net gain of 1 holder — while 7 added to existing stakes and 18 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $3.13M. The largest seller was Invesco, cutting an estimated $11.3M.

  • 37 institutional investors held Invesco DB Precious Metals Fund (DBP) as of Q3 2015, up from 36 in Q2 2015.
  • Funds reported $43.9M of Invesco DB Precious Metals Fund stock for Q3 2015, down 20% quarter-over-quarter.
  • 3 funds opened new Invesco DB Precious Metals Fund positions in Q3 2015 and 2 closed out, a net change of +1 holder.
  • The largest Invesco DB Precious Metals Fund buyer in Q3 2015 was Royal Bank of Canada, an estimated $3.13M added.
  • The largest Invesco DB Precious Metals Fund seller in Q3 2015 was Invesco, an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2015.