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Invesco DB US Dollar Index Bullish Fund

72 hedge funds and large institutions have $271M invested in Invesco DB US Dollar Index Bullish Fund in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 35 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

17.83% more ownership

Funds ownership: 66.77%84.6% (+18%)

10% less capital invested

Capital invested by funds: $301M → $271M (-$30.8M)

22% less funds holding

Funds holding: 9272 (-20)

27% less call options, than puts

Call options by funds: $16M | Put options by funds: $21.9M

60% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 35

69% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 29

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
72
Holders Change
-20
Holders Change %
-21.74%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
14
Reduced
35
Closed
29
Calls
$16M
Puts
$21.9M
Net Calls
-$5.93M
Net Calls Change
+$5.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Centric Wealth Management
Illinois
$721K +$2.82K +99 +0.4%
DFA
27
Davies Financial Advisors
California
$666K -$2.28M -80,075 -77%
HF
28
HRT Financial
New York
$627K -$535K -18,801 -46%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$620K +$49.8K +1,750 +9%
GLA
30
Good Life Advisors
Pennsylvania
$578K +$230K +8,069 +65%
UBS Group
31
UBS Group
Switzerland
$555K -$3.98M -139,701 -88%
ASN
32
Advisory Services Network
Georgia
$548K
William Blair & Company
33
William Blair & Company
Illinois
$474K -$42.7K -1,500 -8%
IF
34
Intrua Financial
Texas
$460K -$220K -7,730 -32%
IWC
35
Integrated Wealth Concepts
Massachusetts
$436K
TC
36
TAP Consulting
Missouri
$401K
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$372K -$2.86M -100,355 -88%
FFN
38
Focus Financial Network
Minnesota
$355K +$9.82K +345 +3%
RBFC
39
Roman Butler Fullerton & Co
Missouri
$292K
AWS
40
Atria Wealth Solutions
New York
$285K
AAS
41
Avantax Advisory Services
Texas
$282K +$1.54K +54 +0.5%
SW
42
SMART Wealth
Nebraska
$240K -$73.4K -2,577 -23%
Truist Financial
43
Truist Financial
North Carolina
$226K -$66.2K -2,324 -22%
KA
44
Kovack Advisors
Florida
$203K -$24.7K -868 -11%
Simplex Trading
45
Simplex Trading
Illinois
$202K +$205K +7,203 New
JP Morgan Chase
46
JP Morgan Chase
New York
$112K -$1.8M -63,130 -94%
DWA
47
Delos Wealth Advisors
Texas
$107K -$10.8K -381 -9%
Citadel Advisors
48
Citadel Advisors
Florida
$97.6K -$134K -4,703 -58%
KOCAA
49
Knights of Columbus Asset Advisors
Connecticut
$93.8K +$19.6K +687 +26%
PTC
50
Private Trust Company
Ohio
$91.4K -$172K -6,046 -65%