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Invesco DB US Dollar Index Bullish Fund

71 hedge funds and large institutions have $324M invested in Invesco DB US Dollar Index Bullish Fund in 2013 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $168M | Put options by funds: $134M

1% more funds holding

Funds holding: 7071 (+1)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

6.22% less ownership

Funds ownership: 47.54%41.32% (-6.2%)

12% less capital invested

Capital invested by funds: $369M → $324M (-$45.3M)

28% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 25

Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
18
Reduced
25
Closed
16
Calls
$168M
Puts
$134M
Net Calls
+$34.7M
Net Calls Change
+$19.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
51
WFG Advisors
Texas
$176K +$180K +8,126 New
NES
52
New England Securities
New York
$109K -$283K -12,776 -72%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$97K -$737K -33,319 -88%
CFA
54
Carroll Financial Associates
North Carolina
$60K
Creative Planning
55
Creative Planning
Kansas
$50K +$17.7K +800 +53%
CPA
56
Cowen Prime Advisors
New York
$41K -$332 -15 -0.8%
JIR
57
James Investment Research
Ohio
$32K
MFS
58
MSI Financial Services
Massachusetts
$32K +$8.85K +400 +36%
VCM
59
Vigilant Capital Management
Maine
$26K -$12.4K -560 -32%
Parallax Volatility Advisers
60
Parallax Volatility Advisers
California
$24K -$842K -38,046 -97%
BPBT
61
Boston Private Bank & Trust
Massachusetts
$22K +$22.1K +1,000 New
AA
62
Apriem Advisors
California
$11K
DAM
63
Delta Asset Management
Tennessee
$6K
LFR
64
Lehman Financial Resources
Pennsylvania
$6K
WF
65
WealthTrust Fairport
Ohio
$5K -$3.82M -172,629 -100%
DADC
66
D.A. Davidson & Co
Montana
$4K
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$3K +$2.61K +118 New
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$2K
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$1K +$1.22K +55 New
FANJ
70
Financial Architects (New Jersey)
New Jersey
$1K +$1.33K +60 New
QA
71
Quantitative Advantage
Minnesota
-$7.65M -339,288 Closed
EC
72
Estate Counselors
Wisconsin
-$6.06M -269,355 Closed
TH
73
Timber Hill
Connecticut
-$2.93M -132,507 Closed
SMM
74
Stadion Money Management
Georgia
-$1.33M -59,080 Closed
Two Sigma Advisers
75
Two Sigma Advisers
New York
-$855K -37,896 Closed