Invesco DB Base Metals Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1.14 M | $27.55 M | 38.87% | 7.88% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 615.77 K | $14.84 M | 60.66% | 4.25% |
| UBS GROUP AG | 08/13/2026 | 435.14 K | $10.49 M | 78.66% | 3.00% |
| MORGAN STANLEY | 08/13/2026 | 293.09 K | $7.06 M | 94.78% | 2.02% |
| CAMBRIA INVESTMENT MANAGEMENT, L.P. | 08/14/2026 | 282.19 K | $6.80 M | -35.11% | 1.95% |
| WARATAH CAPITAL ADVISORS LTD. | 08/11/2026 | 250.00 K | $6.03 M | 100.00% | 1.72% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 09/09/2026 | 245.62 K | $5.92 M | 216.89% | 1.70% |
| SCOTIA CAPITAL INC. | 08/11/2026 | 244.33 K | $5.89 M | 2.67% | 1.69% |
| CITADEL ADVISORS LLC | 09/02/2026 | 206.20 K | $4.97 M | 283.99% | 1.42% |
| LPL FINANCIAL LLC | 08/07/2026 | 175.89 K | $4.24 M | 1.83% | 1.21% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 168.99 K | $4.07 M | -27.07% | 1.17% |
| SOLSTEIN CAPITAL, LLC | 08/13/2026 | 158.89 K | $3.83 M | 26.24% | 1.10% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 145.27 K | $3.50 M | 6,455.32% | 1.00% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 137.58 K | $3.31 M | 8.85% | 0.95% |
| GENTRUST, LLC | 08/06/2026 | 122.36 K | $2.95 M | 0.00% | 0.84% |
| BELVEDERE TRADING LLC | 07/31/2026 | 92.03 K | $2.22 M | 932.66% | 0.63% |
| RPG FAMILY WEALTH ADVISORY, LLC | 08/05/2026 | 83.67 K | $2.02 M | -1.90% | 0.58% |
| RISK PARADIGM GROUP, LLC | 08/05/2026 | 83.59 K | $2.01 M | -1.89% | 0.58% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 82.39 K | $1.99 M | 143.40% | 0.57% |
| DAIWA SECURITIES GROUP INC. | 07/31/2026 | 79.70 K | $1.92 M | -15.93% | 0.55% |
| SIMPLEX TRADING, LLC | 08/12/2026 | 68.92 K | $1.66 M | 513.04% | 0.48% |
| MODERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 58.10 K | $1.40 M | -1.82% | 0.40% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 52.70 K | $1.27 M | 36.53% | 0.36% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 52.13 K | $1.26 M | 1.48% | 0.36% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 49.30 K | $1.19 M | 90.14% | 0.34% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 47.62 K | $1.15 M | 18.25% | 0.33% |
| JANE STREET GROUP, LLC | 08/14/2026 | 43.40 K | $1.05 M | -14.10% | 0.30% |
| FLOW TRADERS U.S. LLC | 08/14/2026 | 40.76 K | $982.00 K | 100.00% | 0.28% |
| LANSING STREET ADVISORS | 07/24/2026 | 40.65 K | $979.67 K | 100.00% | 0.28% |
| PARK EDGE ADVISORS, LLC | 07/13/2026 | 39.51 K | $952.24 K | 14.99% | 0.27% |
| ROYAL BANK OF CANADA | 08/14/2026 | 38.10 K | $918.00 K | 4.06% | 0.26% |
| CAMELOT TECHNOLOGY ADVISORS, INC. | 07/10/2026 | 34.89 K | $840.80 K | 17.32% | 0.24% |
| CITADEL ADVISORS LLC | 09/02/2026 | 33.25 K | $801.30 K | 250.28% | 0.23% |
| EXIT WEALTH ADVISORS, LLC. | 08/11/2026 | 30.46 K | $734.06 K | -32.88% | 0.21% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 28.85 K | $695.24 K | -6.29% | 0.20% |
| JANE STREET GROUP, LLC | 08/14/2026 | 25.00 K | $602.50 K | 100.00% | 0.17% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 24.70 K | $595.20 K | -47.76% | 0.17% |
| ONEASCENT FINANCIAL SERVICES LLC | 08/11/2026 | 22.20 K | $535.12 K | 0.08% | 0.15% |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 07/22/2026 | 21.40 K | $515.74 K | -2.28% | 0.15% |
| TCG ADVISORY SERVICES, LLC | 07/31/2026 | 21.14 K | $509.35 K | 100.00% | 0.15% |
| IMC-CHICAGO, LLC | 08/06/2026 | 20.94 K | $504.61 K | -14.95% | 0.14% |
| TOROSO INVESTMENTS, LLC | 08/13/2026 | 20.40 K | $491.64 K | -94.68% | 0.14% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 19.36 K | $466.61 K | -40.69% | 0.13% |
| DAVIS INVESTMENT PARTNERS, LLC | 08/07/2026 | 16.00 K | $385.60 K | -21.57% | 0.11% |
| INSIGNEO ADVISORY SERVICES, LLC | 08/14/2026 | 15.73 K | $379.14 K | -46.08% | 0.11% |
| AMERICAN STATE BANK (IOWA) | 07/09/2026 | 14.58 K | $351.31 K | 0.00% | 0.10% |
| IGNITE PLANNERS, LLC | 07/23/2026 | 13.30 K | $321.23 K | 7.23% | 0.09% |
| BULLTICK WEALTH MANAGEMENT, LLC | 07/30/2026 | 13.12 K | $316.19 K | 0.00% | 0.09% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 08/19/2026 | 12.79 K | $308.31 K | 100.00% | 0.09% |
| NEWEDGE WEALTH, LLC | 08/10/2026 | 12.50 K | $301.25 K | 0.00% | 0.09% |
Invesco DB Base Metals Fund institutional Ownership - FAQ's
During the previous two years, 116 institutional investors and hedge funds held shares of Invesco DB Base Metals Fund. The most heavily invested institutionals were:
WELLS FARGO & COMPANY/MN: 1.14 M
BANK OF AMERICA CORP /DE/: 615,771
UBS Group AG: 435,135
MORGAN STANLEY: 293,085
Cambria Investment Management, L.P.: 282,185
MANUFACTURERS LIFE INSURANCE COMPANY, THE: 245,621
38.53% of Invesco DB Base Metals Fund stock is owned by institutional investors.
Institutional investors have bought a total of 6.52 M shares in the last 24 months. This purchase volume represents approximately $158.45 M in transactions.