Invesco DB Energy Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 230.15 K | $6.78 M | 333.30% | 6.15% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 132.85 K | $3.92 M | 100.00% | 3.55% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 05/15/2026 | 126.71 K | $3.73 M | 30.45% | 3.39% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 80.31 K | $2.37 M | 4.44% | 2.15% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 70.96 K | $2.11 M | 499.95% | 1.90% |
| EQUITABLE HOLDINGS, INC. | 05/15/2026 | 69.38 K | $1.21 M | -21.50% | 1.85% |
| M HOLDINGS SECURITIES, INC. | 05/12/2026 | 56.53 K | $1.67 M | 0.00% | 1.51% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 51.36 K | $1.51 M | 0.63% | 1.37% |
| LEO WEALTH, LLC | 05/05/2026 | 31.25 K | $920.86 K | 3.16% | 0.83% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 30.25 K | $891.44 K | -30.33% | 0.81% |
| LPL FINANCIAL LLC | 05/06/2026 | 23.90 K | $704.21 K | -39.71% | 0.64% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 21.50 K | $633.47 K | 1.10% | 0.57% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 17.33 K | $510.77 K | -56.94% | 0.46% |
| PARTNERS WEALTH MANAGEMENT, LLC | 04/24/2026 | 16.93 K | $498.78 K | -17.20% | 0.45% |
| 04/14/2026 | 14.40 K | $424.37 K | 0.00% | 0.38% | |
| PICTON MAHONEY ASSET MANAGEMENT | 05/13/2026 | 9.11 K | $268.47 K | 0.00% | 0.24% |
| BRIGHT FUTURES WEALTH MANAGEMENT, LLC. | 04/15/2026 | 8.02 K | $236.23 K | 100.00% | 0.21% |
| CWM, LLC | 05/14/2026 | 7.14 K | $210.50 K | -0.39% | 0.19% |
| UBS GROUP AG | 05/05/2026 | 6.65 K | $196.06 K | -0.08% | 0.18% |
| BARCLAYS PLC | 05/15/2026 | 5.11 K | $150.44 K | 0.00% | 0.14% |
| KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 05/11/2026 | 3.58 K | $105.36 K | -3.43% | 0.10% |
| MORGAN STANLEY | 05/15/2026 | 3.42 K | $100.83 K | -5.00% | 0.09% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 2.93 K | $86.32 K | 0.00% | 0.08% |
| ROYAL BANK OF CANADA | 05/15/2026 | 2.79 K | $82.00 K | -23.21% | 0.07% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 1.56 K | $46.00 K | 2.90% | 0.04% |
| APTUS CAPITAL ADVISORS, LLC | 05/11/2026 | 1.34 K | $39.37 K | 0.00% | 0.04% |
| BANK OF MONTREAL /CAN/ | 05/13/2026 | 624 | $18.39 K | 100.00% | 0.02% |
| AE WEALTH MANAGEMENT LLC | 05/13/2026 | 356 | $10.49 K | 7,020.00% | 0.01% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 340 | $9.78 K | 0.00% | 0.01% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 247 | $7.27 K | -99.14% | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 200 | $6.07 K | 0.00% | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 05/15/2026 | 125 | $3.68 K | 0.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 35 | $1.03 K | 100.00% | 0.00% |
| HUNTINGTON NATIONAL BANK | 05/15/2026 | 1 | $29 | 0.00% | 0.00% |
| FLOW TRADERS U.S. LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 05/12/2026 | 0 | $0 | -100.00% | 0.00% |
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Invesco DB Energy Fund institutional Ownership - FAQ's
During the previous two years, 46 institutional investors and hedge funds held shares of Invesco DB Energy Fund. The most heavily invested institutionals were:
BANK OF AMERICA CORP /DE/: 230,147
Advisory Services Network, LLC: 132,853
MANUFACTURERS LIFE INSURANCE COMPANY, THE: 126,713
Cetera Investment Advisers: 80,307
AMERIPRISE FINANCIAL INC: 70,956
Equitable Holdings, Inc.: 69,378
27.45% of Invesco DB Energy Fund stock is owned by institutional investors.
Institutional investors have bought a total of 1.30 M shares in the last 24 months. This purchase volume represents approximately $32.05 M in transactions.