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DBE Institutional Ownership

Invesco DB Energy Fund
1W: +1.9% 1M: +7.5% 3M: +42.7% YTD: +114.0% 1Y: +96.9% 3Y: +71.7% 5Y: +150.8%
$37.17
-0.42 (-1.12%)
 
Weekly Expected Move ±5.7%
$33 $35 $37 $39 $41
ETF AMEX · AUM $57.7M

Institutional Ownership — DBE

44
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
35M
Total Invested
12
New Positions
8
Increased
15
Reduced
6
Closed
1.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (46 total)

# Holder Shares Value Change Change % Holding Period Filing
1 AMERIPRISE FINANCIAL INC 300,632 11M +229,676 +323.7% 9Q SEC ↗
2 BANK OF AMERICA CORP /DE 225,504 8M -4,643 -2.0% 15Q SEC ↗
3 Cambria Investment Management, L.P. NEW 222,561 8M — +0.0% 1Q SEC ↗
4 Equitable Holdings, Inc. 73,600 3M +4,222 +6.1% 21Q SEC ↗
5 Cetera Investment Advisers 62,594 2M -17,713 -22.1% 8Q SEC ↗
6 M Holdings Securities, Inc. 56,530 2M — +0.0% 5Q SEC ↗
7 ENVESTNET ASSET MANAGEMENT INC 50,304 2M -1,058 -2.1% 33Q SEC ↗
8 MANUFACTURERS LIFE INSURANCE COMPANY, 50,242 2M -76,471 -60.3% 23Q SEC ↗
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP 49,018 2M +31,686 +182.8% 5Q SEC ↗
10 LPL Financial LLC 43,906 2M +20,010 +83.7% 22Q SEC ↗
11 FLOW TRADERS U.S. LLC NEW 38,067 1M — +0.0% 1Q SEC ↗
12 RAYMOND JAMES FINANCIAL INC NEW 36,159 1M — +0.0% 1Q SEC ↗
13 Leo Wealth, LLC 31,247 1M +956 +3.2% 9Q SEC ↗
14 CITADEL ADVISORS LLC NEW 22,694 844K — +0.0% 1Q SEC ↗
15 STIFEL FINANCIAL CORP 21,765 809K +270 +1.3% 6Q SEC ↗
16 PARTNERS WEALTH MANAGEMENT, LLC 16,967 631K +42 +0.2% 7Q SEC ↗
17 Steward Partners Investment Advisory, 16,246 604K -14,003 -46.3% 4Q SEC ↗
18 American State Bank (Iowa) 14,400 535K — +0.0% 22Q SEC ↗
19 Private Advisory Group LLC NEW 9,772 363K — +0.0% 1Q SEC ↗
20 Cambridge Investment Research Advisors NEW 9,337 347K — +0.0% 1Q SEC ↗
21 PICTON MAHONEY ASSET MANAGEMENT 9,110 339K — +0.0% 22Q SEC ↗
22 MGO ONE SEVEN LLC NEW 7,760 288K — +0.0% 1Q SEC ↗
23 CWM, LLC 7,143 266K -28 -0.4% 10Q SEC ↗
24 BARCLAYS PLC 5,105 190K — +0.0% 3Q SEC ↗
25 UBS Group AG 5,033 187K -1,620 -24.3% 33Q SEC ↗
26 WestEnd Advisors, LLC NEW 4,023 150K — +0.0% 1Q SEC ↗
27 PNC Financial Services Group, Inc. 3,556 132K +1,995 +127.8% 15Q SEC ↗
28 MORGAN STANLEY 3,338 124K -83 -2.4% 33Q SEC ↗
29 ROYAL BANK OF CANADA 2,724 101K -65 -2.3% 20Q SEC ↗
30 OSAIC HOLDINGS, INC. 2,681 100K -247 -8.4% 26Q SEC ↗
31 Aptus Capital Advisors, LLC 1,336 50K — +0.0% 3Q SEC ↗
32 WELLS FARGO & COMPANY/MN 1,200 45K +953 +385.8% 33Q SEC ↗
33 BANK OF MONTREAL /CAN 624 23K — +0.0% 2Q SEC ↗
34 Global Retirement Partners, LLC NEW 491 18K — +0.0% 1Q SEC ↗
35 FIDUCIARY FINANCIAL ADVISORS NEW 200 7K — +0.0% 1Q SEC ↗
36 JONES FINANCIAL COMPANIES LLLP 200 7K — +0.0% 4Q SEC ↗
37 NATIONAL BANK OF CANADA /FI 125 5K — +0.0% 19Q SEC ↗
38 MERCER GLOBAL ADVISORS INC /ADV NEW 100 4K — +0.0% 1Q SEC ↗
39 AE Wealth Management LLC 0 0K -356 -100.0% 3Q SEC ↗
40 Tower Research Capital LLC (TRC) 0 0K -35 -100.0% 1Q SEC ↗
41 Institute for Wealth Management, LLC. NEW 0 0K — — 1Q SEC ↗
42 Knights of Columbus Asset Advisors LLC 0 0K -3,575 -100.0% 14Q SEC ↗
43 JANE STREET GROUP, LLC 0 0K -24,555 -100.0% 5Q SEC ↗
44 Bright Futures Wealth Management, LLC. 0 0K -8,016 -100.0% 1Q SEC ↗
45 Farther Finance Advisors, LLC 0 0K -340 -100.0% 3Q SEC ↗
46 Advisory Services Network, LLC 0 0K -132,853 -100.0% 1Q SEC ↗
Biggest Increases (9)
HolderAddedChange %Total Shares
AMERIPRISE FINANCIAL INC +229,676 +323.7% 300,632
SUSQUEHANNA INTERNATIONAL GROUP, LL +31,686 +182.8% 49,018
LPL Financial LLC +20,010 +83.7% 43,906
Equitable Holdings, Inc. +4,222 +6.1% 73,600
PNC Financial Services Group, Inc. +1,995 +127.8% 3,556
Leo Wealth, LLC +956 +3.2% 31,247
WELLS FARGO & COMPANY/MN +953 +385.8% 1,200
STIFEL FINANCIAL CORP +270 +1.3% 21,765
PARTNERS WEALTH MANAGEMENT, LLC +42 +0.2% 16,967
Biggest Decreases (10)
HolderReducedChange %Total Shares
MANUFACTURERS LIFE INSURANCE COMPAN -76,471 -60.3% 50,242
Cetera Investment Advisers -17,713 -22.1% 62,594
Steward Partners Investment Advisor -14,003 -46.3% 16,246
BANK OF AMERICA CORP /DE -4,643 -2.0% 225,504
UBS Group AG -1,620 -24.3% 5,033
ENVESTNET ASSET MANAGEMENT INC -1,058 -2.1% 50,304
OSAIC HOLDINGS, INC. -247 -8.4% 2,681
MORGAN STANLEY -83 -2.4% 3,338
ROYAL BANK OF CANADA -65 -2.3% 2,724
CWM, LLC -28 -0.4% 7,143

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms