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Invesco DB US Dollar Index Bullish Fund

93 hedge funds and large institutions have $394M invested in Invesco DB US Dollar Index Bullish Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 22 increasing their positions, 42 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

29% more call options, than puts

Call options by funds: $207M | Put options by funds: $161M

7.51% more ownership

Funds ownership: 67.19%74.7% (+7.5%)

4% less funds holding

Funds holding: 9793 (-4)

8% less capital invested

Capital invested by funds: $427M → $394M (-$33.5M)

17% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 24

48% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 42

Holders
93
Holders Change
-4
Holders Change %
-4.12%
% of All Funds
1.48%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.1%
New
20
Increased
22
Reduced
42
Closed
24
Calls
$207M
Puts
$161M
Net Calls
+$46.4M
Net Calls Change
-$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
51
William Blair & Company
Illinois
$572K -$1.44K -50 -0.3%
LMKC
52
L.M. Kohn & Company
Ohio
$557K +$537K +18,719 New
BCM
53
Brookstone Capital Management
Illinois
$552K +$306K +10,678 +136%
BAM
54
Belpointe Asset Management
Nevada
$538K -$53.9K -1,878 -9%
Truist Financial
55
Truist Financial
North Carolina
$525K -$288K -10,029 -36%
TC
56
TAP Consulting
Missouri
$423K -$8.95K -312 -2%
DADC
57
D.A. Davidson & Co
Montana
$421K -$86.1K -3,000 -17%
DFCM
58
Dark Forest Capital Management
Puerto Rico
$414K -$324K -11,276 -45%
DC
59
Diametric Capital
Massachusetts
$413K
FFN
60
Focus Financial Network
Minnesota
$398K -$137K -4,775 -26%
CWM
61
Cedar Wealth Management
California
$379K -$366K -12,745 -50%
PTC
62
Private Trust Company
Ohio
$286K -$123K -4,276 -31%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$282K -$249K -8,686 -48%
MA
64
Mutual Advisors
Nebraska
$269K -$66.8K -2,326 -20%
KA
65
Kovack Advisors
Florida
$269K
HF
66
HRT Financial
New York
$247K +$239K +8,318 New
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$234K -$1.26K -44 -0.6%
TD Asset Management
68
TD Asset Management
Ontario, Canada
$217K -$249K -8,674 -54%
AAS
69
Avantax Advisory Services
Texas
$210K -$10.3K -359 -5%
CCFM
70
Clear Creek Financial Management
Washington
$210K +$202K +7,048 New
GRP
71
Global Retirement Partners
California
$209K +$198K +6,885 +5,786%
KAS
72
Kestra Advisory Services
Texas
$209K -$1.09M -37,984 -84%
KOCAA
73
Knights of Columbus Asset Advisors
Connecticut
$170K
PA
74
Parallel Advisors
California
$122K
Loomis, Sayles & Company
75
Loomis, Sayles & Company
Massachusetts
$113K