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DBV

Invesco DB G10 Currency Harvest Fund

Delisted

DBV was delisted on the 3rd of March, 2023.

41 hedge funds and large institutions have $61.8M invested in Invesco DB G10 Currency Harvest Fund in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

3% more funds holding

Funds holding: 4041 (+1)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

49% less capital invested

Capital invested by funds: $122M → $61.8M (-$60M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
12
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EA
1
Euclid Advisors
Connecticut
$16.7M +$41.8K +1,600 +0.2%
Morgan Stanley
2
Morgan Stanley
New York
$13.5M +$10.3M +393,427 +314%
Bank of America
3
Bank of America
North Carolina
$8.43M +$2.01M +77,007 +31%
FTUS
4
Flow Traders U.S.
New York
$3.54M +$3.55M +135,875 New
AA
5
Alesco Advisors
New York
$3.27M -$118K -4,500 -3%
Axa
6
Axa
France
$3M +$420K +16,070 +16%
BA
7
Boston Advisors
Massachusetts
$2.33M +$27.5K +1,055 +1%
Goldman Sachs
8
Goldman Sachs
New York
$2.06M -$751K -28,745 -27%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.87M -$2.17M -83,170 -54%
VF
10
Virtu Financial
New York
$1.77M +$1.56M +59,592 +733%
CC
11
Curian Capital
Colorado
$892K -$62.1M -2,376,414 -99%
BCMIO
12
Beacon Capital Management Inc (Ohio)
Ohio
$728K +$1.8K +69 +0.2%
U
13
UBS
Switzerland
$551K -$185K -7,068 -25%
Wells Fargo
14
Wells Fargo
California
$367K +$10.8K +413 +3%
PAS
15
Partnervest Advisory Services
California
$355K -$255K -9,749 -42%
Ameriprise
16
Ameriprise
Minnesota
$354K +$65.5K +2,509 +23%
FIG
17
Fusion Investment Group
Pennsylvania
$330K -$261K -9,976 -44%
Jane Street
18
Jane Street
New York
$288K +$288K +11,028 New
EAM
19
Evanson Asset Management
California
$284K
PO
20
Private Ocean
California
$222K -$21.3K -817 -9%
AGA
21
Accuvest Global Advisors
Utah
$204K +$261 +10 +0.1%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$172K -$313K -11,989 -65%
IA
23
IndexIQ Advisors
New York
$143K -$6.71M -256,846 -98%
AIG
24
American International Group
New York
$80.6K -$5.93K -227 -7%
BRWA
25
B. Riley Wealth Advisors
Florida
$54K +$54K +2,069 New

DBV Hedge Fund Activity: Q2 2014 in Review

41 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Invesco DB G10 Currency Harvest Fund (DBV) for Q2 2014, worth a combined $61.8M — down 49% from $122M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DBV positions and 6 closed out — a net gain of 1 holder — while 12 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.3M. The largest seller was Curian Capital, cutting an estimated $62.1M.

  • 41 institutional investors held Invesco DB G10 Currency Harvest Fund (DBV) as of Q2 2014, up from 40 in Q1 2014.
  • Funds reported $61.8M of Invesco DB G10 Currency Harvest Fund stock for Q2 2014, down 49% quarter-over-quarter.
  • 7 funds opened new Invesco DB G10 Currency Harvest Fund positions in Q2 2014 and 6 closed out, a net change of +1 holder.
  • The largest Invesco DB G10 Currency Harvest Fund buyer in Q2 2014 was Morgan Stanley, an estimated $10.3M added.
  • The largest Invesco DB G10 Currency Harvest Fund seller in Q2 2014 was Curian Capital, an estimated $62.1M sold.

Based on aggregated 13F filings for Q2 2014.