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 41 institutions that hold shares in the stock, with a total of 1.13 Million shares, which have been reported (via 13F filing form) to have a value of $20.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
167,498
shares
|
$3.01 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
134,645
shares
|
$2.42 Million
1.2% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
94,132
shares
|
$1.69 Million
0.0% of portfolio
|
Q1 2025
Added 15.08%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
93,447
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.87%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
67,801
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
62,445
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 25.91%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
58,374
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Added 12.64%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
54,188
shares
|
$974,300
0.0% of portfolio
|
Q1 2025
Added 6.21%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
53,788
shares
|
$967,108
0.15% of portfolio
|
Q1 2025
Added 61.77%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
53,075
shares
|
$954,288
0.0% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
49,626
shares
|
$892,275
0.0% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
27,184
shares
|
$488,768
0.0% of portfolio
|
Q1 2025
Added 137.75%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
24,314
shares
|
$437,165
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,946
shares
|
$430,549
0.0% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
22,600
shares
|
$406,348
0.0% of portfolio
|
Q1 2025
Added 25.84%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
21,268
shares
|
$382,398
0.0% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
20,085
shares
|
$361,128
0.45% of portfolio
|
Q1 2025
Added 7.45%
|
|
|
Jane Street Group, LLC
New York, NY |
May 14, 2025 Q1 2025 |
17,875
shares
|
$321,392
0.0% of portfolio
|
Q1 2025
Reduced 80.42%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
13,793
shares
|
$247,998
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 12, 2025 Q1 2025 |
11,937
shares
|
$214,627
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
11,330
shares
|
$203,713
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
10,004
shares
|
$179,871
0.0% of portfolio
|
Q1 2025
Added 54.88%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
6,969
shares
|
$125,302
0.0% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
5,622
shares
|
$101,083
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
5,114
shares
|
$91,949
0.0% of portfolio
|
Q1 2025
Reduced 1.14%
|