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DBV

Invesco DB G10 Currency Harvest Fund

Delisted

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

26 hedge funds and large institutions have $65.2M invested in Invesco DB G10 Currency Harvest Fund in 2015 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

12% more capital invested

Capital invested by funds: $57.9M → $65.2M (+$7.23M)

4% less funds holding

Funds holding: 2726 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
26
Holders Change
-1
Holders Change %
-3.7%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
1
IndexIQ Advisors
New York
$27.3M +$3K +130 +0%
Morgan Stanley
2
Morgan Stanley
New York
$13.8M +$11.2M +484,418 +456%
EA
3
Euclid Advisors
Connecticut
$10.7M +$397K +17,200 +4%
Axa
4
Axa
France
$3.81M +$950K +41,110 +34%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.32M -$464K -20,093 -12%
WAM
6
Wolverine Asset Management
Illinois
$1.76M +$1.74M +75,408 New
Goldman Sachs
7
Goldman Sachs
New York
$1.33M -$100K -4,347 -7%
Bank of America
8
Bank of America
North Carolina
$1.16M -$4.66M -201,785 -80%
BA
9
Boston Advisors
Massachusetts
$838K -$85.4K -3,696 -9%
SEI Investments
10
SEI Investments
Pennsylvania
$335K +$25.2K +1,091 +8%
BCMIO
11
Beacon Capital Management Inc (Ohio)
Ohio
$313K -$44.9K -1,943 -13%
EAM
12
Evanson Asset Management
California
$254K
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$132K +$4.16K +180 +3%
UBS Group
14
UBS Group
Switzerland
$68K -$108K -4,679 -62%
Wells Fargo
15
Wells Fargo
California
$64K +$16.1K +697 +34%
Fifth Third Bancorp
16
Fifth Third Bancorp
Ohio
$30K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$18K +$1.85K +80 +12%
TC
18
Trust Company
Kansas
$13.4K
MFS
19
MSI Financial Services
Massachusetts
$11K +$8.53K +369 +369%
AFP
20
Ausdal Financial Partners
Iowa
$11K +$10.4K +450 New
AIA
21
Allegis Investment Advisors
Idaho
$6K +$6.01K +260 New
Creative Planning
22
Creative Planning
Kansas
$2K
GI
23
Gradient Investments
Minnesota
$1K
Jane Street
24
Jane Street
New York
-$3.45M -155,442 Closed
VF
25
Virtu Financial
New York
-$575K -25,921 Closed

DBV Hedge Fund Activity: Q4 2015 in Review

26 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Invesco DB G10 Currency Harvest Fund (DBV) for Q4 2015, worth a combined $65.2M — up 12% from $57.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of DBV and 4 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 9 added.

The largest buyer was Morgan Stanley, adding an estimated $11.2M. The largest seller was Bank of America, cutting an estimated $4.66M.

  • 26 institutional investors held Invesco DB G10 Currency Harvest Fund (DBV) as of Q4 2015, down from 27 in Q3 2015.
  • Funds reported $65.2M of Invesco DB G10 Currency Harvest Fund stock for Q4 2015, up 12% quarter-over-quarter.
  • 4 funds opened new Invesco DB G10 Currency Harvest Fund positions in Q4 2015 and 5 closed out, a net change of -1 holder.
  • The largest Invesco DB G10 Currency Harvest Fund buyer in Q4 2015 was Morgan Stanley, an estimated $11.2M added.
  • The largest Invesco DB G10 Currency Harvest Fund seller in Q4 2015 was Bank of America, an estimated $4.66M sold.

Based on aggregated 13F filings for Q4 2015.