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DBV

Invesco DB G10 Currency Harvest Fund

Delisted

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

23 hedge funds and large institutions have $51.2M invested in Invesco DB G10 Currency Harvest Fund in 2016 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2323 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

17% less capital invested

Capital invested by funds: $61.9M → $51.2M (-$10.6M)

73% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 11

Holders
23
Holders Change
Holders Change %
0%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
3
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$23.8M +$9.07M +385,682 +65%
IA
2
IndexIQ Advisors
New York
$12.8M -$9.83M -418,082 -44%
EA
3
Euclid Advisors
Connecticut
$5.08M -$4.25M -180,500 -46%
Axa
4
Axa
France
$3.56M -$253K -10,750 -7%
VKH
5
Virtu KCG Holdings
New York
$1.69M +$1.65M +70,008 New
Bank of America
6
Bank of America
North Carolina
$1.08M -$440K -18,727 -30%
Goldman Sachs
7
Goldman Sachs
New York
$977K -$233K -9,907 -20%
BA
8
Boston Advisors
Massachusetts
$749K -$21.9K -929 -3%
Jane Street
9
Jane Street
New York
$355K -$1.63M -69,486 -83%
EAM
10
Evanson Asset Management
California
$263K
BCMIO
11
Beacon Capital Management Inc (Ohio)
Ohio
$214K -$13.8K -588 -6%
SEI Investments
12
SEI Investments
Pennsylvania
$170K -$83K -3,530 -33%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$131K -$8.82K -375 -6%
AG
14
Advisor Group
Arizona
$111K +$109K +4,624 New
UBS Group
15
UBS Group
Switzerland
$57K +$22.7K +964 +69%
Wells Fargo
16
Wells Fargo
California
$56K +$16.6K +704 +44%
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$31K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$16K -$44K -1,872 -74%
TC
19
Trust Company
Kansas
$14K
CG
20
Cutler Group
California
$7K
MFS
21
MSI Financial Services
Massachusetts
$7K
GI
22
Gradient Investments
Minnesota
$1K
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$5.61M -240,037 Closed
VF
24
Virtu Financial
New York
-$885K -37,879 Closed

DBV Hedge Fund Activity: Q2 2016 in Review

23 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco DB G10 Currency Harvest Fund (DBV) for Q2 2016, worth a combined $51.2M — down 17% from $61.9M a quarter earlier.

Fund positioning in DBV was balanced in Q2 2016: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.07M. The largest seller was IndexIQ Advisors, cutting an estimated $9.83M.

  • 23 institutional investors held Invesco DB G10 Currency Harvest Fund (DBV) as of Q2 2016, unchanged from Q1 2016.
  • Funds reported $51.2M of Invesco DB G10 Currency Harvest Fund stock for Q2 2016, down 17% quarter-over-quarter.
  • 2 funds opened new Invesco DB G10 Currency Harvest Fund positions in Q2 2016 and 2 closed out, a net change of 0 holders.
  • The largest Invesco DB G10 Currency Harvest Fund buyer in Q2 2016 was Morgan Stanley, an estimated $9.07M added.
  • The largest Invesco DB G10 Currency Harvest Fund seller in Q2 2016 was IndexIQ Advisors, an estimated $9.83M sold.

Based on aggregated 13F filings for Q2 2016.