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Invesco DB Energy Fund (DBE) Institutional Ownership

$19.49 -0.41 (-2.06%)
As of 02/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco DB Energy Fund (NYSEARCA:DBE)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$9.01M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$9.12M
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DBE Institutional Buying and Selling by Quarter

Invesco DB Energy Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Cetera Investment Advisers17,959$333K0.0%+60.4%0.418%
2/17/2025 Bank of America Corp DE51,022$946K0.0%+33.0%1.187%
2/17/2025 Ameriprise Financial Inc.70,058$1.30M0.0%+12.2%1.629%
2/14/2025 Jane Street Group LLC91,305$1.69M0.0%N/A2.123%
2/14/2025 The Manufacturers Life Insurance Company 11,434$212K0.0%-20.2%0.266%
2/13/2025 Raymond James Financial Inc.84,279$1.56M0.0%N/A1.960%
2/13/2025 Envestnet Asset Management Inc.54,047$1.00M0.0%-10.9%1.257%
2/13/2025 Wells Fargo & Company MN53,711$996K0.0%+211.9%1.249%
2/12/2025 Arete Wealth Advisors LLC31,509$585K0.0%N/A0.733%
2/11/2025 LPL Financial LLC81,797$1.52M0.0%-29.4%1.902%
2/10/2025 Picton Mahoney Asset Management11,330$210K0.0%+51.7%0.263%
2/10/2025 Avantax Advisory Services Inc.21,755$404K0.0%+7.5%0.506%
2/6/2025 Raymond James Financial Inc.84,279$1.56M0.0%N/A1.960%
2/4/2025 Partners Wealth Management LLC18,693$347K0.4%N/A0.435%
1/28/2025 Leo Wealth LLC33,250$617K0.1%-14.5%0.773%
11/15/2024 Stifel Financial Corp11,133$207K0.0%N/A0.259%
11/14/2024 Flow Traders U.S. LLC26,277$488K0.0%+44.7%0.611%
11/13/2024 The Manufacturers Life Insurance Company 14,336$266K0.0%-77.0%0.333%
11/4/2024 Alaska Wealth Advisors27,414$510K0.1%-91.2%0.638%
10/25/2024 WestEnd Advisors LLC5,548$103K0.0%+243.3%0.129%
10/22/2024 Leo Wealth LLC38,878$723K0.1%+4.2%0.904%
10/1/2024Bridge Advisory LLC134,645$2.50M1.2%-1.9%3.131%
8/16/2024 Silver Lake Advisory LLC9,700$202K0.0%N/A0.226%
7/31/2024 Picton Mahoney Asset Management12,900$269K0.0%+44.8%0.300%
7/23/2024Bridge Advisory LLC137,317$2.87M1.4%-7.4%3.193%
7/22/2024 Alaska Wealth Advisors310,705$6.49M1.0%+0.8%7.226%
7/19/2024Raymond James & Associates106,039$2.21M0.0%-28.0%2.466%
7/18/2024 Silver Lake Advisory LLC9,700$202K0.0%N/A0.226%
5/24/2024Cetera Advisors LLC10,035$208K0.0%N/A0.233%
5/9/2024 Leo Wealth LLC36,945$766K0.1%N/A0.859%
5/8/2024 Avantax Advisory Services Inc.38,146$790K0.0%-10.3%0.887%
4/16/2024Bridge Advisory LLC148,320$3.07M1.5%-21.1%3.955%
2/13/2024 Tower Research Capital LLC TRC 2,423$46K0.0%+1,076.2%0.065%
2/9/2024 Advisory Services Network LLC183,903$3.53M0.1%N/A4.904%
2/8/2024 Foundations Investment Advisors LLC19,713$386K0.0%N/A0.526%
2/7/2024 Avantax Advisory Services Inc.42,512$816K0.0%-19.2%1.134%
2/6/2024 Picton Mahoney Asset Management9,000$173K0.0%-40.1%0.240%
2/2/2024 Anfield Capital Management LLC68,476$1.31M0.7%-43.8%1.826%
2/1/2024 CWM LLC4,944$95K0.0%N/A0.132%
1/18/2024 WestEnd Advisors LLC1,322$25K0.0%N/A0.035%
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This isn't just another investment. It might be the last retirement stock you'll ever need. But this window of opportunity is closing fast.

1/17/2024Bridge Advisory LLC188,059$3.61M1.8%+59.6%5.015%
1/16/2024 Alaska Permanent Capital Management13,957$268K0.0%N/A0.372%
1/16/2024Raymond James & Associates139,227$2.67M0.0%-6.3%3.713%
11/13/2023 EPG Wealth Management LLC3,250$76K0.0%-16.1%0.087%
11/13/2023 Invesco Ltd.859,500$20.12M0.0%+19.7%22.920%
11/8/2023 Avantax Advisory Services Inc.52,588$1.23M0.0%-6.7%1.402%
11/6/2023 Anfield Capital Management LLC121,816$2.85M1.4%-1.0%3.248%
11/6/2023 Picton Mahoney Asset Management15,030$352K0.0%-41.6%0.401%
10/24/2023Raymond James Financial Services Advisors Inc.24,664$577K0.0%-3.5%0.658%
10/24/2023Raymond James & Associates148,515$3.48M0.0%+22.3%3.960%
10/20/2023Bridge Advisory LLC117,836$2.76M0.9%+46.5%3.142%
8/9/2023 Flow Traders U.S. LLC16,092$319K0.0%+5.2%0.429%
8/3/2023 Picton Mahoney Asset Management25,750$510K0.0%-73.3%0.613%
8/2/2023 Bank of Montreal Can57,750$1.14M0.0%N/A1.375%
8/1/2023Kistler Tiffany Companies LLC1,945$39K0.0%N/A0.046%
7/31/2023 LPL Financial LLC86,402$1.71M0.0%+7.4%2.057%
7/25/2023Raymond James & Associates121,469$2.41M0.0%-0.7%2.892%
7/17/2023Bridge Advisory LLC80,452$1.59M0.6%+2.2%1.916%
5/8/2023 Picton Mahoney Asset Management96,380$1.98M0.1%+11.4%1.818%
5/5/2023 Truist Financial Corp31,534$648K0.0%-13.7%0.595%
5/5/2023 Assetmark Inc.2,611$54K0.0%-51.1%0.049%
5/1/2023 Knights of Columbus Asset Advisors LLC2,807$58K0.0%+56.3%0.053%
4/28/2023 Avantax Advisory Services Inc.58,359$1.20M0.0%-20.0%1.101%
4/27/2023 Simplex Trading LLC9,630$197K0.0%-10.3%0.182%
4/19/2023 International Assets Investment Management LLC11,792$241K0.0%N/A0.222%
4/14/2023Raymond James & Associates122,283$2.51M0.0%+157.2%2.307%
4/14/2023Bridge Advisory LLC78,751$1.62M0.6%+2.2%1.486%
3/6/2023 OLD Mission Capital LLC3,219$73K0.0%N/A0.061%
2/14/2023 Dorsey Wright & Associates155,672$3.53M1.0%N/A2.937%
2/13/2023 Picton Mahoney Asset Management86,520$1.96M0.1%+11.1%1.632%
2/8/2023Raymond James Financial Services Advisors Inc.25,626$581K0.0%-3.4%0.484%
2/8/2023Raymond James & Associates47,535$1.08M0.0%+26.5%0.897%
2/8/2023 UBS Group AG5,810$132K0.0%-46.2%0.110%
2/8/2023 Belpointe Asset Management LLC1,232$28K0.0%N/A0.023%
2/7/2023 LPL Financial LLC81,325$1.84M0.0%+28.1%1.534%
2/7/2023 Envestnet Asset Management Inc.103,863$2.36M0.0%+20.1%1.960%
2/7/2023 NewSquare Capital LLC1,452$33K0.0%-99.5%0.027%
2/2/2023 Simplex Trading LLC10,730$243K0.0%-98.2%0.202%
1/31/2023 Knights of Columbus Asset Advisors LLC1,796$41K0.0%N/A0.034%
1/25/2023 Hanlon Investment Management Inc.16,159$366K0.1%+44.5%0.261%
11/15/2022 EPG Wealth Management LLC3,872$88K0.0%N/A0.042%
11/15/2022 Signature Securities Group Corporation2,070$47K0.0%N/A0.023%
11/15/2022 Flow Traders U.S. LLC48,609$1.10M0.1%N/A0.600%
11/14/2022 Equitable Holdings Inc.33,460$757K0.0%+1.8%0.413%
11/9/2022 Picton Mahoney Asset Management77,860$1.76M0.1%+5.2%0.961%
11/8/2022 Cambria Investment Management L.P.614,371$13.90M1.5%+100.8%7.585%
11/8/2022 Moors & Cabot Inc.15,615$353K0.0%-36.8%0.193%
11/7/2022 Hanlon Investment Management Inc.11,185$253K0.1%N/A0.138%
11/4/2022 Shilanski & Associates Inc.9,700$220K0.1%N/A0.120%
11/3/2022 The Manufacturers Life Insurance Company 33,373$755K0.0%+47.5%0.412%
Why Buffett and 100 members of Congress are Piling into this One Investment (Ad)

This isn't just another investment. It might be the last retirement stock you'll ever need. But this window of opportunity is closing fast.

11/2/2022 Avantax Advisory Services Inc.74,460$1.69M0.0%+21.0%0.919%
11/1/2022 Assetmark Inc.5,152$117K0.0%+78.0%0.064%
10/26/2022 Truist Financial Corp28,901$654K0.0%-1.5%0.357%
10/25/2022 NewSquare Capital LLC269,335$6.10M0.8%-7.8%3.325%
10/25/2022Raymond James & Associates37,584$851K0.0%-81.9%0.464%
10/25/2022Raymond James Financial Services Advisors Inc.26,517$600K0.0%-6.4%0.327%
10/20/2022 Genesee Capital Advisors LLC125,819$2.85M2.2%+12.8%1.553%
10/19/2022 Foundations Investment Advisors LLC22,611$512K0.0%N/A0.279%
10/17/2022Bridge Advisory LLC77,105$1.75M0.9%-1.7%0.940%
10/12/2022 SFG Wealth Management LLC.72,777$1.65M2.2%-38.5%0.846%
(Data available from 1/1/2016 forward)

DBE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DBE shares?

During the previous two years, 39 institutional investors and hedge funds held shares of Invesco DB Energy Fund. The most heavily invested institutionals were Invesco Ltd. ($20.12M), Advisory Services Network LLC ($3.53M), Bridge Advisory LLC ($2.50M), Raymond James & Associates ($2.21M), Jane Street Group LLC ($1.69M), Raymond James Financial Inc. ($1.56M), and LPL Financial LLC ($1.52M).Learn more on DBE's institutional investors.

Which institutional investors have been buying Invesco DB Energy Fund stock?

Of the 31 institutional investors that purchased Invesco DB Energy Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Advisory Services Network LLC ($183.90K), Raymond James Financial Inc. ($168.56K), Invesco Ltd. ($141.60K), Bridge Advisory LLC ($110.99K), Raymond James & Associates ($101.79K), Jane Street Group LLC ($91.31K), and Bank of Montreal Can ($57.75K).

How much institutional buying is happening at Invesco DB Energy Fund?

Institutional investors have bought a total of 1,149,407 shares in the last 24 months. This purchase volume represents approximately $22.97M in transactions.

Which Invesco DB Energy Fund major shareholders have been selling company stock?

Of the 15 institutional investors that sold Invesco DB Energy Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Alaska Wealth Advisors ($283.29K), Picton Mahoney Asset Management ($87.38K), Anfield Capital Management LLC ($54.60K), Bridge Advisory LLC ($53.41K), Raymond James & Associates ($51.26K), The Manufacturers Life Insurance Company ($50.95K), and LPL Financial LLC ($34.08K).

How much institutional selling is happening at Invesco DB Energy Fund?

Institutional investors have sold a total of 670,370 shares in the last 24 months. This volume of shares sold represents approximately $12.93M in transactions.



This page (NYSEARCA:DBE) was last updated on 2/22/2025 by MarketBeat.com Staff
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