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DGL

Invesco DB Gold Fund

Delisted

DGL was delisted on the 3rd of March, 2023.

28 hedge funds and large institutions have $73.2M invested in Invesco DB Gold Fund in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

15% more capital invested

Capital invested by funds: $63.8M → $73.2M (+$9.46M)

8% more funds holding

Funds holding: 2628 (+2)

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$29.3M +$8.4M +208,497 +39%
Invesco
2
Invesco
Georgia
$26M -$298K -7,400 -1%
Axa
3
Axa
France
$5.3M +$539K +13,380 +11%
VF
4
Virtu Financial
New York
$3.75M +$3.87M +96,126 New
AssetMark Inc
5
AssetMark Inc
California
$1.79M +$17.8K +443 +1%
RJA
6
Raymond James & Associates
Florida
$1.43M +$1.47M +36,550 New
Morgan Stanley
7
Morgan Stanley
New York
$1.28M +$205K +5,087 +18%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.11M +$310K +7,705 +37%
Wells Fargo
9
Wells Fargo
California
$673K +$637K +15,818 +1,108%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$450K +$458K +11,376 +7,200%
CNB
11
City National Bank
California
$438K +$451K +11,200 New
N
12
Nuveen
North Carolina
$316K -$13.3K -331 -4%
Goldman Sachs
13
Goldman Sachs
New York
$279K +$12.7K +315 +5%
BCM
14
Brookstone Capital Management
Illinois
$251K
FFS
15
Founders Financial Securities
Maryland
$208K +$214K +5,319 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$146K -$552K -13,701 -79%
IA
17
IndexIQ Advisors
New York
$146K +$143K +3,549 +1,858%
UBS Group
18
UBS Group
Switzerland
$103K +$1.65K +41 +2%
AIG
19
American International Group
New York
$64.7K +$66.8K +1,658 New
DADC
20
D.A. Davidson & Co
Montana
$63K -$193K -4,780 -75%
DOA
21
D'Orazio & Associates
Virginia
$59K
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$46K
1832 Asset Management
23
1832 Asset Management
Ontario, Canada
$40K
BRWM
24
B. Riley Wealth Management
Tennessee
$39K
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.6K +$4.83M +119,882 +68%

DGL Hedge Fund Activity: Q1 2015 in Review

28 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Gold Fund (DGL) for Q1 2015, worth a combined $73.2M — up 15% from $63.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new DGL positions and 3 closed out — a net gain of 2 holders — while 12 added to existing stakes and 5 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $8.4M. The largest seller was Deutsche Bank, exiting entirely with an estimated $2.89M sold.

  • 28 institutional investors held Invesco DB Gold Fund (DGL) as of Q1 2015, up from 26 in Q4 2014.
  • Funds reported $73.2M of Invesco DB Gold Fund stock for Q1 2015, up 15% quarter-over-quarter.
  • 5 funds opened new Invesco DB Gold Fund positions in Q1 2015 and 3 closed out, a net change of +2 holders.
  • The largest Invesco DB Gold Fund buyer in Q1 2015 was Bank of New York Mellon, an estimated $8.4M added.
  • The largest Invesco DB Gold Fund seller in Q1 2015 was Deutsche Bank, an estimated $2.89M sold.

Based on aggregated 13F filings for Q1 2015.