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Invesco DB US Dollar Index Bullish Fund

86 hedge funds and large institutions have $322M invested in Invesco DB US Dollar Index Bullish Fund in 2017 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 19 increasing their positions, 36 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

427% more call options, than puts

Call options by funds: $456M | Put options by funds: $86.6M

9% less funds holding

Funds holding: 9486 (-8)

16.91% less ownership

Funds ownership: 58.34%41.42% (-17%)

25% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 24

37% less capital invested

Capital invested by funds: $515M → $322M (-$193M)

47% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 36

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
86
Holders Change
-8
Holders Change %
-8.51%
% of All Funds
2.14%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
18
Increased
19
Reduced
36
Closed
24
Calls
$456M
Puts
$86.6M
Net Calls
+$370M
Net Calls Change
-$385M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$437K -$151K -5,783 -26%
CS
52
Comerica Securities
Michigan
$424K +$425K +16,321 New
CB
53
Community Bank
New York
$389K
NA
54
Nottingham Advisors
New York
$389K
FAT
55
First American Trust
California
$361K -$26.5K -1,019 -7%
Creative Planning
56
Creative Planning
Kansas
$361K -$5.21K -200 -1%
AIP
57
Almanack Investment Partners
Pennsylvania
$348K +$350K +13,418 New
SG
58
StoneX Group
New York
$345K -$2.84K -109 -0.8%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$330K -$402K -15,435 -55%
SI
60
SII Investments
Wisconsin
$317K -$6.51K -250 -2%
CAN
61
Cetera Advisor Networks
California
$304K +$16.9K +650 +6%
MML Investors Services
62
MML Investors Services
Massachusetts
$268K +$275K +10,551 New
IA
63
IFP Advisors
Florida
$247K -$121K -4,631 -33%
AI
64
Atria Investments
North Carolina
$221K -$677K -25,972 -75%
CA
65
Cetera Advisors
Colorado
$221K
KWM
66
Kingsview Wealth Management
Oregon
$219K +$220K +8,450 New
NPC
67
National Planning Corporation
California
$204K
FSA
68
Financial Sense Advisors
California
$202K +$203K +7,800 New
SEI Investments
69
SEI Investments
Pennsylvania
$172K +$173K +6,624 New
PCM
70
Prelude Capital Management
New York
$117K -$344K -13,200 -75%
AG
71
Advisor Group
Arizona
$115K +$19.7K +755 +21%
CFA
72
Carroll Financial Associates
North Carolina
$59K
ASN
73
Advisory Services Network
Georgia
$49K +$49.5K +1,900 New
HNB
74
Huntington National Bank
Ohio
$39K
PB
75
Pinnacle Bancorp
Nebraska
$32K +$32.4K +1,245 New