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Invesco DB US Dollar Index Bullish Fund

96 hedge funds and large institutions have $440M invested in Invesco DB US Dollar Index Bullish Fund in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 17 increasing their positions, 40 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

33.08% more ownership

Funds ownership: 74.7%107.78% (+33%)

26% more call options, than puts

Call options by funds: $67.1M | Put options by funds: $53.4M

12% more capital invested

Capital invested by funds: $394M → $440M (+$46.5M)

12% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 26

3% more funds holding

Funds holding: 9396 (+3)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

58% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 40

Holders
96
Holders Change
+3
Holders Change %
+3.23%
% of All Funds
1.4%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
29
Increased
17
Reduced
40
Closed
26
Calls
$67.1M
Puts
$53.4M
Net Calls
+$13.7M
Net Calls Change
-$32.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
26
Lincoln National Corp
Pennsylvania
$1.67M +$1.8M +61,532 New
UBS Group
27
UBS Group
Switzerland
$1.56M -$588K -20,100 -26%
EF
28
Empowered Funds
Pennsylvania
$1.45M -$6.22M -212,672 -80%
Citadel Advisors
29
Citadel Advisors
Florida
$1.41M +$1.52M +52,097 New
DWA
30
Delos Wealth Advisors
Texas
$1.4M -$53.3K -1,822 -3%
RFS
31
Retirement Financial Solutions
Tennessee
$1.18M +$344K +11,765 +37%
HighTower Advisors
32
HighTower Advisors
Illinois
$1.14M -$372K -12,729 -23%
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$1.07M -$2.12M -72,377 -65%
HF
34
HRT Financial
New York
$1.01M +$852K +29,127 +350%
SW
35
SMART Wealth
Nebraska
$1.01M -$3.99M -136,340 -79%
IF
36
Intrua Financial
Texas
$984K -$7.98M -272,779 -88%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$906K +$748K +25,555 +324%
CAN
38
Cetera Advisor Networks
California
$825K -$392K -13,417 -31%
Wolverine Trading
39
Wolverine Trading
Illinois
$779K +$841K +28,754 New
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$765K -$371K -12,679 -31%
DFCM
41
Dark Forest Capital Management
Puerto Rico
$643K +$287K +9,817 +71%
IWC
42
Integrated Wealth Concepts
Massachusetts
$603K -$138K -4,706 -17%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$598K -$76.7K -2,623 -11%
PCA
44
Prosperity Capital Advisors
Ohio
$584K +$630K +21,545 New
BAM
45
Belpointe Asset Management
Nevada
$583K +$101K +3,439 +19%
LLWM
46
Life Line Wealth Management
California
$544K +$588K +20,085 New
AI
47
AXS Investments
New York
$535K +$577K +19,740 New
TFM
48
Trademark Financial Management
Minnesota
$502K +$542K +18,539 New
William Blair & Company
49
William Blair & Company
Illinois
$497K -$26.1K -892 -5%
RJA
50
Raymond James & Associates
Florida
$396K +$427K +14,605 New