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Invesco DB US Dollar Index Bullish Fund

87 hedge funds and large institutions have $228M invested in Invesco DB US Dollar Index Bullish Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 41 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less funds holding

Funds holding: 9687 (-9)

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

39.46% less ownership

Funds ownership: 107.78%68.32% (-39%)

48% less capital invested

Capital invested by funds: $440M → $228M (-$212M)

50% less call options, than puts

Call options by funds: $15.5M | Put options by funds: $30.8M

59% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 41

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
87
Holders Change
-9
Holders Change %
-9.38%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
15
Increased
17
Reduced
41
Closed
22
Calls
$15.5M
Puts
$30.8M
Net Calls
-$15.3M
Net Calls Change
-$29M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$292K -$500K -17,946 -64%
Wolverine Trading
52
Wolverine Trading
Illinois
$291K -$516K -18,491 -64%
AWS
53
Atria Wealth Solutions
New York
$287K +$282K +10,115 New
FTUS
54
Flow Traders U.S.
New York
$284K +$279K +9,993 New
Truist Financial
55
Truist Financial
North Carolina
$278K -$36.8K -1,321 -12%
AAS
56
Avantax Advisory Services
Texas
$277K +$272K +9,767 New
DWA
57
Delos Wealth Advisors
Texas
$260K -$1.19M -42,677 -82%
PTC
58
Private Trust Company
Ohio
$259K -$5.02K -180 -2%
CAN
59
Cetera Advisor Networks
California
$240K -$613K -21,984 -72%
TF
60
Trek Financial
Arizona
$238K -$42.2K -1,512 -15%
DFCM
61
Dark Forest Capital Management
Puerto Rico
$223K -$443K -15,885 -67%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$206K +$202K +7,248 New
KOCAA
63
Knights of Columbus Asset Advisors
Connecticut
$126K -$13K -466 -9%
4FG
64
4Thought Financial Group
New York
$90K -$56 -2 -0.1%
HT
65
Headlands Technologies
Illinois
$56K +$55.1K +1,975 New
PWA
66
Provenance Wealth Advisors
Florida
$48K
PA
67
Parallel Advisors
California
$41.1K -$11.7K -420 -22%
SS
68
Sunbelt Securities
Texas
$40.9K
CA
69
CoreCap Advisors
Michigan
$37.8K +$37.2K +1,333 New
SIC
70
Salem Investment Counselors
North Carolina
$37.2K
HGERS
71
Householder Group Estate & Retirement Specialist
Arizona
$34.3K -$50.2K -1,799 -60%
NA
72
NewEdge Advisors
Louisiana
$27K
GM
73
GeoWealth Management
Illinois
$16.3K +$11.2K +401 +232%
HI
74
Harbour Investments
Wisconsin
$12K -$5.91K -212 -33%
TRCT
75
Tower Research Capital (TRC)
New York
$6.41K -$5.58K -200 -47%