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DGL

Invesco DB Gold Fund

Delisted

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

30 hedge funds and large institutions have $130M invested in Invesco DB Gold Fund in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $389K

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less funds holding

Funds holding: 3330 (-3)

13% less capital invested

Capital invested by funds: $150M → $130M (-$20.1M)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
30
Holders Change
-3
Holders Change %
-9.09%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
9
Reduced
8
Closed
10
Calls
$1.28M
Puts
$389K
Net Calls
+$892K
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Wolverine Trading
1
Wolverine Trading
Illinois
$46.4M +$49.2M +1,253,415 New
Bank of New York Mellon
2
Bank of New York Mellon
New York
$34.4M
Invesco
3
Invesco
Georgia
$17.3M -$5.53M -140,800 -23%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.98M +$1.57M +40,067 +23%
Axa
5
Axa
France
$6.57M +$2.03M +51,600 +41%
MIH
6
Madison Investment Holdings
Wisconsin
$4.88M -$603K -15,350 -10%
State Street
7
State Street
Massachusetts
$4.05M -$17.8M -453,912 -81%
VF
8
Virtu Financial
New York
$3.62M +$3.84M +97,764 New
AssetMark Inc
9
AssetMark Inc
California
$1.55M +$565K +14,375 +52%
IA
10
IndexIQ Advisors
New York
$878K +$103K +2,622 +12%
Morgan Stanley
11
Morgan Stanley
New York
$714K -$1.23M -31,436 -62%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$404K +$39.2K +999 +10%
VKH
13
Virtu KCG Holdings
New York
$367K +$94K +2,392 +32%
SG Americas Securities
14
SG Americas Securities
New York
$315K +$334K +8,496 New
Goldman Sachs
15
Goldman Sachs
New York
$219K -$2.91K -74 -1%
Wells Fargo
16
Wells Fargo
California
$127K -$13.5M -344,434 -99%
FTUS
17
Flow Traders U.S.
New York
$112K +$119K +3,029 New
1832 Asset Management
18
1832 Asset Management
Ontario, Canada
$76K +$40.3K +1,027 +100%
DOA
19
D'Orazio & Associates
Virginia
$56K
IA
20
IFP Advisors
Florida
$45K +$44.7K +1,138 +1,308%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$42K -$592K -15,082 -93%
Bank of America
22
Bank of America
North Carolina
$36K +$26.5K +674 +225%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$27K
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$20K +$21.1K +538 New
UBS Group
25
UBS Group
Switzerland
$16K -$4.4K -112 -21%

DGL Hedge Fund Activity: Q4 2016 in Review

30 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Gold Fund (DGL) for Q4 2016, worth a combined $130M — down 13% from $150M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of DGL and 7 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 9 added.

The largest buyer was Wolverine Trading, opening a new position worth an estimated $49.2M. The largest seller was State Street, cutting an estimated $17.8M.

  • 30 institutional investors held Invesco DB Gold Fund (DGL) as of Q4 2016, down from 33 in Q3 2016.
  • Funds reported $130M of Invesco DB Gold Fund stock for Q4 2016, down 13% quarter-over-quarter.
  • 7 funds opened new Invesco DB Gold Fund positions in Q4 2016 and 10 closed out, a net change of -3 holders.
  • The largest Invesco DB Gold Fund buyer in Q4 2016 was Wolverine Trading, an estimated $49.2M added.
  • The largest Invesco DB Gold Fund seller in Q4 2016 was State Street, an estimated $17.8M sold.

Based on aggregated 13F filings for Q4 2016.