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Invesco DB US Dollar Index Bullish Fund

92 hedge funds and large institutions have $301M invested in Invesco DB US Dollar Index Bullish Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 19

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

32% more capital invested

Capital invested by funds: $228M → $301M (+$73.7M)

6% more funds holding

Funds holding: 8792 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.55% less ownership

Funds ownership: 68.32%66.77% (-1.6%)

51% less call options, than puts

Call options by funds: $10.8M | Put options by funds: $22M

Holders
92
Holders Change
+5
Holders Change %
+5.75%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
31
Reduced
19
Closed
17
Calls
$10.8M
Puts
$22M
Net Calls
-$11.2M
Net Calls Change
+$4.1M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$1.88M +$1.86M +64,614 New
TF
27
Trek Financial
Arizona
$1.83M +$1.56M +54,382 +647%
KAS
28
Kestra Advisory Services
Texas
$1.41M +$1.39M +48,516 New
MML Investors Services
29
MML Investors Services
Massachusetts
$1.34M -$8.22K -286 -0.6%
PEA
30
Park Edge Advisors
Ohio
$1.23M +$169K +5,868 +16%
RFS
31
Retirement Financial Solutions
Tennessee
$1.22M +$83.4K +2,901 +7%
HF
32
HRT Financial
New York
$1.2M +$190K +6,595 +19%
QC
33
Quadrature Capital
United Kingdom
$1.19M +$1.17M +40,729 New
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$1.1M +$1.08M +37,704 New
MAM
35
Milestone Asset Management
Pennsylvania
$1.07M +$1.06M +36,879 New
Osaic Holdings
36
Osaic Holdings
Arizona
$855K +$293K +10,192 +53%
AFO
37
Allie Family Office
Florida
$848K -$100K -3,480 -11%
PAG
38
Private Advisor Group
New Jersey
$826K +$815K +28,366 New
PWM
39
Perigon Wealth Management
California
$783K +$772K +26,874 New
IF
40
Intrua Financial
Texas
$701K
CWM
41
Centric Wealth Management
Illinois
$700K -$88K -3,061 -11%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$590K
TFM
43
Trademark Financial Management
Minnesota
$555K +$202K +7,032 +58%
ASN
44
Advisory Services Network
Georgia
$548K +$541K +18,819 New
William Blair & Company
45
William Blair & Company
Illinois
$534K
MA
46
Mutual Advisors
Nebraska
$494K +$492K +17,107 New
IWC
47
Integrated Wealth Concepts
Massachusetts
$451K
FS
48
Ferguson Shapiro
Georgia
$432K +$427K +14,843 New
TC
49
TAP Consulting
Missouri
$414K
TAM
50
Tucker Asset Management
Colorado
$414K +$408K +14,195 New