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DBV

Invesco DB G10 Currency Harvest Fund

Delisted

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

21 hedge funds and large institutions have $13.8M invested in Invesco DB G10 Currency Harvest Fund in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2121 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

39% less capital invested

Capital invested by funds: $22.6M → $13.8M (-$8.81M)

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1
Rampart Investment Management
Connecticut
$3.46M +$3.44M +146,426 New
Axa
2
Axa
France
$3.24M +$110K +4,700 +4%
Jane Street
3
Jane Street
New York
$3.13M +$253K +10,787 +9%
BA
4
Boston Advisors
Massachusetts
$1.08M +$163K +6,935 +18%
AG
5
Advisor Group
Arizona
$962K +$138K +5,877 +17%
Bank of America
6
Bank of America
North Carolina
$537K -$275K -11,701 -34%
Morgan Stanley
7
Morgan Stanley
New York
$408K -$6.01K -256 -1%
KCM
8
Kendall Capital Management
Maryland
$343K +$109K +4,654 +47%
Goldman Sachs
9
Goldman Sachs
New York
$264K -$76.5K -3,258 -23%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$118K -$2.86K -122 -2%
BCMIO
11
Beacon Capital Management Inc (Ohio)
Ohio
$95K -$8.32M -354,566 -99%
TFS
12
TrustCore Financial Services
Tennessee
$83K -$7.04K -300 -8%
Wells Fargo
13
Wells Fargo
California
$28K -$21.4K -910 -43%
UBS Group
14
UBS Group
Switzerland
$26K -$20K -853 -43%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$14K
SWM
16
SeaCrest Wealth Management
New York
$14K
SWP
17
Stratos Wealth Partners
Ohio
$12K
RFC
18
Regions Financial Corp
Alabama
$10K +$9.74K +415 New
ACA
19
Atlas Capital Advisors
Wyoming
$9.44K +$9.39K +400 New
RCAG
20
Rehmann Capital Advisory Group
Michigan
$6K +$5.8K +247 New
VIA
21
Virtus Investment Advisers
Connecticut
-$3.75M -158,157 Closed
FTUS
22
Flow Traders U.S.
New York
-$300K -12,639 Closed
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$148K -6,253 Closed
FRA
24
Front Row Advisors
California
-$4K -177 Closed

DBV Hedge Fund Activity: Q1 2018 in Review

21 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Invesco DB G10 Currency Harvest Fund (DBV) for Q1 2018, worth a combined $13.8M — down 39% from $22.6M a quarter earlier.

Fund positioning in DBV was balanced in Q1 2018: 4 funds opened new positions, 4 closed out, 5 added to existing stakes and 8 trimmed.

The largest buyer was Rampart Investment Management, opening a new position worth an estimated $3.44M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $8.32M.

  • 21 institutional investors held Invesco DB G10 Currency Harvest Fund (DBV) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $13.8M of Invesco DB G10 Currency Harvest Fund stock for Q1 2018, down 39% quarter-over-quarter.
  • 4 funds opened new Invesco DB G10 Currency Harvest Fund positions in Q1 2018 and 4 closed out, a net change of 0 holders.
  • The largest Invesco DB G10 Currency Harvest Fund buyer in Q1 2018 was Rampart Investment Management, an estimated $3.44M added.
  • The largest Invesco DB G10 Currency Harvest Fund seller in Q1 2018 was Beacon Capital Management Inc (Ohio), an estimated $8.32M sold.

Based on aggregated 13F filings for Q1 2018.