Institutional Ownership Invesco Db Energy Fund (DBE)
This table provides information about the institutional ownership of Invesco Db Energy Fund (DBE). We have compiled data on the 39 institutions that hold shares in the stock, with a total of 968,669 shares, which have been reported (via 13F filing form) to have a value of $19.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
134,645
shares
|
$2.69 Million
1.2% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
93,447
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.87%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
91,305
shares
|
$1.82 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
84,279
shares
|
$1.68 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
81,797
shares
|
$1.63 Million
0.0% of portfolio
|
Q4 2024
Reduced 29.41%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
70,058
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2024
Added 12.22%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
54,047
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.87%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
53,711
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Added 211.89%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
51,824
shares
|
$1.03 Million
0.01% of portfolio
|
Q4 2024
Added 5.69%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
51,022
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Added 33.01%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
33,250
shares
|
$663,337
0.06% of portfolio
|
Q4 2024
Reduced 14.48%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
31,509
shares
|
$628,604
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,946
shares
|
$477,722
0.0% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
21,755
shares
|
$434,012
0.0% of portfolio
|
Q4 2024
Added 7.45%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
18,693
shares
|
$372,925
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
17,959
shares
|
$358,282
0.0% of portfolio
|
Q4 2024
Added 60.43%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
11,434
shares
|
$228,108
0.0% of portfolio
|
Q4 2024
Reduced 20.24%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
7,002
shares
|
$139,689
0.0% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
6,459
shares
|
$128,857
0.0% of portfolio
|
Q4 2024
Reduced 81.89%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
5,351
shares
|
$106,752
0.0% of portfolio
|
Q3 2022
Added 2.59%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
5,173
shares
|
$103,201
0.0% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,800
shares
|
$75,810
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
3,417
shares
|
$68,169
0.0% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,338
shares
|
$66,593
0.0% of portfolio
|
Q1 2024
Reduced 8.3%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Feb 11, 2025 Q4 2024 |
3,014
shares
|
$60,129
0.0% of portfolio
|
Q3 2024
Added 47.31%
|