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Invesco DB Energy Fund (DBE) Institutional Ownership

Invesco DB Energy Fund logo
$19.21 -0.30 (-1.54%)
(As of 11/8/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$10.62M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$8.93M
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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
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%
10/1/2024 Bridge Advisory LLC134,645$2.50M1.2%-1.9%3.131%
8/16/2024Silver Lake Advisory LLC9,700$202K0.0%N/A0.226%
7/31/2024 Picton Mahoney Asset Management12,900$269K0.0%+44.8%0.300%
7/23/2024 Bridge 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%
7/18/2024Silver 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%
5/8/2024Avantax Advisory Services Inc.38,146$790K0.0%-10.3%0.887%
4/16/2024 Bridge Advisory LLC148,320$3.07M1.5%-21.1%3.955%
2/13/2024Tower Research Capital LLC TRC 2,423$46K0.0%+1,076.2%0.065%
2/9/2024Advisory Services Network LLC183,903$3.53M0.1%N/A4.904%
2/8/2024 Foundations Investment Advisors LLC19,713$386K0.0%N/A0.526%
2/7/2024Avantax 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%
2/2/2024Anfield 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%
1/17/2024 Bridge 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%
11/13/2023EPG Wealth Management LLC3,250$76K0.0%-16.1%0.087%
11/13/2023Invesco Ltd.859,500$20.12M0.0%+19.7%22.920%
11/8/2023Avantax Advisory Services Inc.52,588$1.23M0.0%-6.7%1.402%
11/6/2023Anfield 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%
10/20/2023 Bridge Advisory LLC117,836$2.76M0.9%+46.5%3.142%
8/9/2023Flow 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%
8/2/2023Bank of Montreal Can57,750$1.14M0.0%N/A1.375%
8/1/2023Kistler Tiffany Companies LLC1,945$39K0.0%N/A0.046%
7/31/2023LPL Financial LLC86,402$1.71M0.0%+7.4%2.057%
7/25/2023Raymond James & Associates121,469$2.41M0.0%-0.7%2.892%
7/17/2023 Bridge Advisory LLC80,452$1.59M0.6%+2.2%1.916%
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5/8/2023 Picton Mahoney Asset Management96,380$1.98M0.1%+11.4%1.818%
5/5/2023Truist Financial Corp31,534$648K0.0%-13.7%0.595%
5/5/2023 Assetmark Inc.2,611$54K0.0%-51.1%0.049%
5/1/2023Knights of Columbus Asset Advisors LLC2,807$58K0.0%+56.3%0.053%
4/28/2023Avantax Advisory Services Inc.58,359$1.20M0.0%-20.0%1.101%
4/27/2023Simplex 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%
4/14/2023 Bridge Advisory LLC78,751$1.62M0.6%+2.2%1.486%
3/6/2023OLD Mission Capital LLC3,219$73K0.0%N/A0.061%
2/14/2023Dorsey 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%
2/8/2023UBS Group AG5,810$132K0.0%-46.2%0.110%
2/8/2023Belpointe Asset Management LLC1,232$28K0.0%N/A0.023%
2/7/2023LPL 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%
2/2/2023Simplex Trading LLC10,730$243K0.0%-98.2%0.202%
1/31/2023Knights 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%
11/15/2022EPG Wealth Management LLC3,872$88K0.0%N/A0.042%
11/15/2022Signature Securities Group Corporation2,070$47K0.0%N/A0.023%
11/15/2022Flow Traders U.S. LLC48,609$1.10M0.1%N/A0.600%
11/14/2022Equitable 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%
11/8/2022Cambria Investment Management L.P.614,371$13.90M1.5%+100.8%7.585%
11/8/2022Moors & Cabot Inc.15,615$353K0.0%-36.8%0.193%
11/7/2022 Hanlon Investment Management Inc.11,185$253K0.1%N/A0.138%
11/4/2022Shilanski & Associates Inc.9,700$220K0.1%N/A0.120%
11/3/2022The Manufacturers Life Insurance Company 33,373$755K0.0%+47.5%0.412%
11/2/2022Avantax 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%
10/26/2022Truist 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%
10/17/2022 Bridge 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%
10/11/2022 Brown Miller Wealth Management LLC20,161$456K0.3%+6.8%0.234%
8/16/2022 Atlas Capital Advisors LLC15,247$399K0.1%N/A0.162%
8/13/2022NewEdge Advisors LLC549,571$14.38M0.2%+4.3%5.847%
8/13/2022Wells Fargo & Company MN1,065,600$27.89M0.0%+29.0%11.336%
8/11/2022 Insight Advisors LLC PA10,008$239K0.1%-49.4%0.106%
8/11/2022Cetera Advisor Networks LLC17,682$463K0.0%N/A0.188%
8/11/2022Cetera Advisors LLC106,915$2.80M0.1%N/A1.137%
8/10/2022Cibc World Market Inc.8,950$234K0.0%N/A0.095%
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8/10/2022Providence Wealth Advisors LLC13,100$309K0.2%+47.2%0.139%
8/8/2022Walleye Capital LLC24,398$638K0.0%N/A0.260%
8/8/2022Moors & Cabot Inc.24,713$647K0.0%+3.7%0.263%
8/8/2022 Oppenheimer & Co. Inc.24,120$631K0.0%-55.9%0.257%
8/4/2022Steward Partners Investment Advisory LLC1,105$29K0.0%-36.9%0.012%
8/3/2022 Envestnet Asset Management Inc.86,577$2.27M0.0%-9.4%0.921%
8/3/2022 Moloney Securities Asset Management LLC30,165$789K0.2%-8.8%0.321%
8/2/2022Belpointe Asset Management LLC4,189$110K0.0%N/A0.045%
8/2/2022Advisory Services Network LLC148,904$3.90M0.1%+37.8%1.584%
8/2/2022Avantax Advisory Services Inc.61,512$1.61M0.0%N/A0.654%
(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, 38 institutional investors and hedge funds held shares of Invesco DB Energy Fund. The most heavily invested institutionals were Invesco Ltd. ($20.12M), Cambria Investment Management L.P. ($13.90M), Advisory Services Network LLC ($3.53M), Dorsey Wright & Associates ($3.53M), Bridge Advisory LLC ($2.50M), Envestnet Asset Management Inc. ($2.36M), and Raymond James & Associates ($2.21M).Learn more on DBE's institutional investors.

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

Of the 29 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: Cambria Investment Management L.P. ($308.48K), Advisory Services Network LLC ($183.90K), Dorsey Wright & Associates ($155.67K), Invesco Ltd. ($141.60K), Raymond James & Associates ($111.75K), Bridge Advisory LLC ($110.99K), 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 1,336,171 shares in the last 24 months. This purchase volume represents approximately $28.83M in transactions.

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

Of the 14 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: Simplex Trading LLC ($576.20K), Alaska Wealth Advisors ($283.29K), NewSquare Capital LLC ($267.88K), Picton Mahoney Asset Management ($87.38K), Anfield Capital Management LLC ($54.60K), Bridge Advisory LLC ($53.41K), and Raymond James & Associates ($51.26K).

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

Institutional investors have sold a total of 1,431,080 shares in the last 24 months. This volume of shares sold represents approximately $30.58M in transactions.



This page (NYSEARCA:DBE) was last updated on 11/8/2024 by MarketBeat.com Staff
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