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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 $30.8M invested in Invesco DB G10 Currency Harvest Fund in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 3 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: 3 | Existing positions closed: 3

40% less capital invested

Capital invested by funds: $51.2M → $30.8M (-$20.4M)

55% less repeat investments, than reductions

Existing positions increased: 5 | 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
3
Increased
5
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$10.1M +$9.96M +406,973 New
VIA
2
Virtus Investment Advisers
Connecticut
$5.64M +$5.54M +226,250 New
IA
3
IndexIQ Advisors
New York
$4.37M -$8.68M -354,706 -67%
Axa
4
Axa
France
$3.58M -$90.3K -3,690 -3%
Morgan Stanley
5
Morgan Stanley
New York
$1.66M -$22.4M -916,976 -93%
BCMIO
6
Beacon Capital Management Inc (Ohio)
Ohio
$1.17M +$937K +38,271 +433%
Jane Street
7
Jane Street
New York
$970K +$594K +24,276 +166%
Goldman Sachs
8
Goldman Sachs
New York
$902K -$103K -4,187 -10%
Bank of America
9
Bank of America
North Carolina
$798K -$311K -12,696 -28%
BA
10
Boston Advisors
Massachusetts
$785K +$12.9K +528 +2%
EAM
11
Evanson Asset Management
California
$271K
AG
12
Advisor Group
Arizona
$141K +$25.5K +1,040 +22%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$134K -$1.42K -58 -1%
SEI Investments
14
SEI Investments
Pennsylvania
$109K -$65.5K -2,677 -38%
Wells Fargo
15
Wells Fargo
California
$59K +$2.45K +100 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$15K -$1.96K -80 -12%
UBS Group
17
UBS Group
Switzerland
$14K -$43.8K -1,790 -76%
TC
18
Trust Company
Kansas
$14K
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$7K -$24.5K -1,000 -78%
HFM
20
Hartford Financial Management
Connecticut
$5K +$5.85K +239 New
MFS
21
MSI Financial Services
Massachusetts
$4K -$2.45K -100 -37%
GI
22
Gradient Investments
Minnesota
$1K
EA
23
Euclid Advisors
Connecticut
-$5.08M -210,050 Closed
VKH
24
Virtu KCG Holdings
New York
-$1.69M -70,008 Closed
CG
25
Cutler Group
California
-$7K -300 Closed

DBV Hedge Fund Activity: Q3 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 Q3 2016, worth a combined $30.8M — down 40% from $51.2M a quarter earlier.

Fund positioning in DBV was balanced in Q3 2016: 3 funds opened new positions, 3 closed out, 5 added to existing stakes and 11 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $9.96M. The largest seller was Morgan Stanley, cutting an estimated $22.4M.

  • 23 institutional investors held Invesco DB G10 Currency Harvest Fund (DBV) as of Q3 2016, unchanged from Q2 2016.
  • Funds reported $30.8M of Invesco DB G10 Currency Harvest Fund stock for Q3 2016, down 40% quarter-over-quarter.
  • 3 funds opened new Invesco DB G10 Currency Harvest Fund positions in Q3 2016 and 3 closed out, a net change of 0 holders.
  • The largest Invesco DB G10 Currency Harvest Fund buyer in Q3 2016 was Susquehanna International Group, an estimated $9.96M added.
  • The largest Invesco DB G10 Currency Harvest Fund seller in Q3 2016 was Morgan Stanley, an estimated $22.4M sold.

Based on aggregated 13F filings for Q3 2016.