We are live on ! Find out more
UUP icon

Invesco DB US Dollar Index Bullish Fund

69 hedge funds and large institutions have $269M invested in Invesco DB US Dollar Index Bullish Fund in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $21.8M | Put options by funds: $13.3M

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

3% more funds holding

Funds holding: 6769 (+2)

0% more capital invested

Capital invested by funds: $268M → $269M (+$1.15M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.07% less ownership

Funds ownership: 40.04%37.96% (-2.1%)

21% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 24

Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
19
Reduced
24
Closed
13
Calls
$21.8M
Puts
$13.3M
Net Calls
+$8.53M
Net Calls Change
+$6.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$59K +$22.1K +1,033 +59%
PTC
52
Private Trust Company
Ohio
$43K +$21.4K +1,000 +100%
CPA
53
Cowen Prime Advisors
New York
$39K -$749 -35 -2%
SGC
54
South Georgia Capital
Illinois
$37K +$37.5K +1,750 New
Barclays
55
Barclays
United Kingdom
$29K -$2.14K -100 -7%
WA
56
WFG Advisors
Texas
$29K +$18.2K +851 +170%
BRWM
57
B. Riley Wealth Management
Tennessee
$23K -$12.8K -600 -35%
AllianceBernstein
58
AllianceBernstein
Tennessee
$17K +$17.1K +800 New
CFA
59
Carroll Financial Associates
North Carolina
$15K
NFG
60
Next Financial Group
Texas
$9K +$8.43K +394 New
VCM
61
Vigilant Capital Management
Maine
$7K
LFR
62
Lehman Financial Resources
Pennsylvania
$6K
WF
63
WealthTrust Fairport
Ohio
$5K
TCM
64
Tradewinds Capital Management
Washington
$4K +$4.07K +190 New
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$2K
TRCT
66
Tower Research Capital (TRC)
New York
$2K +$2.14K +100 New
NMIS
67
Northwestern Mutual Investment Services
Wisconsin
$1K +$535 +25 New
FANJ
68
Financial Architects (New Jersey)
New Jersey
$1K +$1.28K +60 New
Walleye Trading
69
Walleye Trading
New York
$702 +$379K +17,696 +115%
William Blair & Company
70
William Blair & Company
Illinois
-$3.86M -179,941 Closed
PPA
71
Parametric Portfolio Associates
Washington
-$3.82M -178,075 Closed
JG
72
Jefferies Group
New York
-$3M -140,000 Closed
WMSA
73
Weiss Multi-Strategy Advisers
New York
-$1.07M -50,000 Closed
Nomura Holdings
74
Nomura Holdings
Japan
-$599K -27,934 Closed
NPC
75
National Planning Corporation
California
-$445K -20,700 Closed