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Invesco DB Precious Metals Fund

35 hedge funds and large institutions have $97.5M invested in Invesco DB Precious Metals Fund in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.73% less ownership

Funds ownership: 66.67%62.95% (-3.7%)

5% less funds holding

Funds holding: 3735 (-2)

18% less capital invested

Capital invested by funds: $119M → $97.5M (-$21.2M)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

63% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 16

Holders
35
Holders Change
-2
Holders Change %
-5.41%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$19M -$3.1M -48,215 -13%
GVAG
2
Great Valley Advisor Group
Delaware
$15.8M -$101K -1,568 -0.6%
TYCC
3
Texas Yale Capital Corp
Florida
$14.5M
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.2M -$3.32M -51,620 -24%
CIM
5
Cambria Investment Management
California
$8.34M -$502K -7,814 -5%
SWP
6
Stratos Wealth Partners
Ohio
$6.29M +$6.65M +103,491 New
ASN
7
Advisory Services Network
Georgia
$3.09M -$215K -3,350 -6%
PI
8
PineBridge Investments
New York
$2.88M -$338K -5,257 -10%
Jane Street
9
Jane Street
New York
$2.25M +$969K +15,078 +69%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.08M +$1.06M +16,557 +93%
Wells Fargo
11
Wells Fargo
California
$1.97M -$419K -6,523 -17%
LPL Financial
12
LPL Financial
California
$1.96M -$123K -1,909 -6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.87M -$94.9K -1,478 -5%
Comerica Bank
14
Comerica Bank
Texas
$1.48M
MPPLM
15
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.11M +$1.18M +18,321 New
FFN
16
Focus Financial Network
Minnesota
$815K +$362K +5,643 +73%
Morgan Stanley
17
Morgan Stanley
New York
$550K -$103K -1,597 -15%
ASBI
18
American State Bank (Iowa)
Iowa
$377K
Osaic Holdings
19
Osaic Holdings
Arizona
$349K +$106K +1,647 +40%
PFS
20
Prospera Financial Services
Texas
$349K -$15K -234 -4%
Ameriprise
21
Ameriprise
Minnesota
$326K -$135K -2,104 -28%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$310K -$9.51K -148 -3%
S
23
SimplyRich
California
$303K
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$293K -$208K -3,238 -40%
AT
25
American Trust
Kentucky
$234K +$248K +3,854 New

DBP Hedge Fund Activity: Q4 2024 in Review

35 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Precious Metals Fund (DBP) for Q4 2024, worth a combined $97.5M — down 18% from $119M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of DBP and 6 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 6 added.

The largest buyer was Stratos Wealth Partners, opening a new position worth an estimated $6.65M. The largest seller was Invesco, exiting entirely with an estimated $17.3M sold.

  • 35 institutional investors held Invesco DB Precious Metals Fund (DBP) as of Q4 2024, down from 37 in Q3 2024.
  • Funds reported $97.5M of Invesco DB Precious Metals Fund stock for Q4 2024, down 18% quarter-over-quarter.
  • 6 funds opened new Invesco DB Precious Metals Fund positions in Q4 2024 and 8 closed out, a net change of -2 holders.
  • The largest Invesco DB Precious Metals Fund buyer in Q4 2024 was Stratos Wealth Partners, an estimated $6.65M added.
  • The largest Invesco DB Precious Metals Fund seller in Q4 2024 was Invesco, an estimated $17.3M sold.

Based on aggregated 13F filings for Q4 2024.