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DGL

Invesco DB Gold Fund

Delisted

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

25 hedge funds and large institutions have $78.7M invested in Invesco DB Gold Fund in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% less funds holding

Funds holding: 2925 (-4)

32% less capital invested

Capital invested by funds: $116M → $78.7M (-$37.5M)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

57% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 7

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
25
Holders Change
-4
Holders Change %
-13.79%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
3
Reduced
7
Closed
7
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
$35.1M +$14.5K +362 +0%
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11M -$3.2M -79,730 -24%
Axa
3
Axa
France
$8.34M -$162K -4,030 -2%
MIH
4
Madison Investment Holdings
Wisconsin
$7.55M
Deutsche Bank
5
Deutsche Bank
Germany
$3.17M -$2.95M -73,471 Closed
Ameriprise
6
Ameriprise
Minnesota
$3.06M
AssetMark Inc
7
AssetMark Inc
California
$2.53M +$82.1K +2,048 +4%
Invesco
8
Invesco
Georgia
$1.89M -$116K -2,900 -6%
RIM
9
Rampart Investment Management
Connecticut
$1.76M +$1.64M +40,840 New
QA
10
Quantitative Advantage
Minnesota
$1.15M -$80.4K -2,005 -7%
Wells Fargo
11
Wells Fargo
California
$802K +$6.94K +173 +0.9%
FTUS
12
Flow Traders U.S.
New York
$682K +$634K +15,805 New
AF
13
Advisornet Financial
Minnesota
$400K
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$352K -$47.6K -1,186 -13%
Citadel Advisors
15
Citadel Advisors
Florida
$270K +$251K +6,249 New
Morgan Stanley
16
Morgan Stanley
New York
$233K -$20K -499 -8%
Stifel Financial
17
Stifel Financial
Missouri
$205K +$190K +4,740 New
UBS Group
18
UBS Group
Switzerland
$79K -$16.3K -406 -18%
DOA
19
D'Orazio & Associates
Virginia
$65K
AG
20
Advisor Group
Arizona
$38K
PCG
21
Private Capital Group
Connecticut
$17K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$11K
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$10K
Citigroup
24
Citigroup
New York
$3K
IA
25
IndexIQ Advisors
New York
$1K

DGL Hedge Fund Activity: Q2 2019 in Review

25 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Gold Fund (DGL) for Q2 2019, worth a combined $78.7M — down 32% from $116M a quarter earlier.

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

The largest buyer was Rampart Investment Management, opening a new position worth an estimated $1.64M. The largest seller was Wolverine Trading, exiting entirely with an estimated $41.9M sold.

  • 25 institutional investors held Invesco DB Gold Fund (DGL) as of Q2 2019, down from 29 in Q1 2019.
  • Funds reported $78.7M of Invesco DB Gold Fund stock for Q2 2019, down 32% quarter-over-quarter.
  • 4 funds opened new Invesco DB Gold Fund positions in Q2 2019 and 7 closed out, a net change of -3 holders.
  • The largest Invesco DB Gold Fund buyer in Q2 2019 was Rampart Investment Management, an estimated $1.64M added.
  • The largest Invesco DB Gold Fund seller in Q2 2019 was Wolverine Trading, an estimated $41.9M sold.

Based on aggregated 13F filings for Q2 2019.