Invesco DB Energy Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 300.63 K | $7.20 M | 323.69% | 8.23% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 225.50 K | $5.91 M | -2.02% | 6.17% |
| CAMBRIA INVESTMENT MANAGEMENT, L.P. | 08/14/2026 | 222.56 K | $5.84 M | 100.00% | 6.09% |
| EQUITABLE HOLDINGS, INC. | 08/17/2026 | 73.60 K | $1.92 M | 6.09% | 2.02% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 62.59 K | $1.64 M | -22.06% | 1.71% |
| M HOLDINGS SECURITIES, INC. | 08/11/2026 | 56.53 K | $1.66 M | 0.00% | 1.55% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 50.30 K | $1.32 M | -2.06% | 1.38% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 09/09/2026 | 50.24 K | $1.32 M | -60.35% | 1.38% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 49.02 K | $1.29 M | 182.82% | 1.34% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 45.70 K | $1.20 M | 100.00% | 1.25% |
| LPL FINANCIAL LLC | 08/07/2026 | 43.91 K | $1.15 M | 83.74% | 1.20% |
| FLOW TRADERS U.S. LLC | 08/14/2026 | 38.07 K | $998.00 K | 100.00% | 1.04% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 36.16 K | $948.09 K | 100.00% | 0.99% |
| CITADEL ADVISORS LLC | 09/02/2026 | 22.69 K | $595.04 K | 100.00% | 0.62% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 21.77 K | $570.69 K | 1.26% | 0.60% |
| PARTNERS WEALTH MANAGEMENT, LLC | 07/21/2026 | 16.97 K | $444.88 K | 0.25% | 0.46% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 16.25 K | $425.98 K | -46.29% | 0.44% |
| AMERICAN STATE BANK (IOWA) | 07/09/2026 | 14.40 K | $377.57 K | 0.00% | 0.39% |
| PRIVATE ADVISORY GROUP LLC | 08/06/2026 | 9.77 K | $256.22 K | 100.00% | 0.27% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 9.34 K | $245.00 K | 100.00% | 0.26% |
| PICTON MAHONEY ASSET MANAGEMENT | 08/13/2026 | 9.11 K | $238.86 K | 0.00% | 0.25% |
| CITADEL ADVISORS LLC | 09/02/2026 | 8.30 K | $217.63 K | 100.00% | 0.23% |
| MGO ONE SEVEN LLC | 07/31/2026 | 7.76 K | $203.47 K | 100.00% | 0.21% |
| BARCLAYS PLC | 08/14/2026 | 5.11 K | $133.85 K | 0.00% | 0.14% |
| UBS GROUP AG | 08/13/2026 | 5.03 K | $131.97 K | -24.35% | 0.14% |
| WESTEND ADVISORS, LLC | 07/22/2026 | 4.02 K | $105.48 K | 100.00% | 0.11% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 3.56 K | $93.24 K | 127.80% | 0.10% |
| MORGAN STANLEY | 08/13/2026 | 3.34 K | $87.55 K | -2.43% | 0.09% |
| ROYAL BANK OF CANADA | 08/14/2026 | 2.72 K | $71.00 K | -2.33% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 2.68 K | $70.33 K | -8.44% | 0.07% |
| APTUS CAPITAL ADVISORS, LLC | 08/12/2026 | 1.34 K | $35.03 K | 0.00% | 0.04% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1.20 K | $31.48 K | 385.83% | 0.03% |
| BANK OF MONTREAL /CAN/ | 08/12/2026 | 624 | $16.36 K | 0.00% | 0.02% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 491 | $12.87 K | 100.00% | 0.01% |
| FIDUCIARY FINANCIAL ADVISORS | 08/14/2026 | 200 | $5.24 K | 100.00% | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 200 | $5.17 K | 0.00% | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 08/10/2026 | 125 | $3.27 K | 0.00% | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 100 | $2.62 K | 100.00% | 0.00% |
| HUNTINGTON NATIONAL BANK | 08/13/2026 | 1 | $26 | 0.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 07/31/2026 | 0 | $0 | -100.00% | 0.00% |
| AE WEALTH MANAGEMENT LLC | 08/03/2026 | 0 | $0 | -100.00% | 0.00% |
| BRIGHT FUTURES WEALTH MANAGEMENT, LLC. | 07/24/2026 | 0 | $0 | -100.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 0 | $0 | -100.00% | 0.00% |
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Invesco DB Energy Fund institutional Ownership - FAQ's
During the previous two years, 55 institutional investors and hedge funds held shares of Invesco DB Energy Fund. The most heavily invested institutionals were:
AMERIPRISE FINANCIAL INC: 300,632
BANK OF AMERICA CORP /DE/: 225,504
Cambria Investment Management, L.P.: 222,561
Equitable Holdings, Inc.: 73,600
Cetera Investment Advisers: 62,594
M Holdings Securities, Inc.: 56,530
37.46% of Invesco DB Energy Fund stock is owned by institutional investors.
Institutional investors have bought a total of 1.70 M shares in the last 24 months. This purchase volume represents approximately $41.71 M in transactions.