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Invesco DB US Dollar Index Bullish Fund

85 hedge funds and large institutions have $298M invested in Invesco DB US Dollar Index Bullish Fund in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 19

18% more funds holding

Funds holding: 7285 (+13)

10% more capital invested

Capital invested by funds: $271M → $298M (+$27.6M)

14.92% less ownership

Funds ownership: 84.6%69.68% (-15%)

26% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 23

35% less call options, than puts

Call options by funds: $21.8M | Put options by funds: $33.6M

Holders
85
Holders Change
+13
Holders Change %
+18.06%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
17
Reduced
23
Closed
19
Calls
$21.8M
Puts
$33.6M
Net Calls
-$11.9M
Net Calls Change
-$5.93M
Name Holding Trade Value Shares
Change
Change in
Stake
KA
51
Kovack Advisors
Florida
$208K -$4.64K -157 -2%
PTC
52
Private Trust Company
Ohio
$207K +$112K +3,782 +117%
Comerica Bank
53
Comerica Bank
Texas
$192K +$193K +6,534 New
DWA
54
Delos Wealth Advisors
Texas
$109K -$3.07K -104 -3%
KOCAA
55
Knights of Columbus Asset Advisors
Connecticut
$98K
4FG
56
4Thought Financial Group
New York
$96.1K +$4.28K +145 +5%
GM
57
GeoWealth Management
Illinois
$83.6K +$84K +2,842 New
SIS
58
Sound Income Strategies
Florida
$72.3K -$12.7K -431 -15%
CFG
59
Chapman Financial Group
Hawaii
$52.3K +$52.5K +1,778 New
SPIA
60
Steward Partners Investment Advisory
New York
$46.4K -$17.2K -583 -27%
SIC
61
Salem Investment Counselors
North Carolina
$38.5K
PWA
62
Provenance Wealth Advisors
Florida
$33.2K
LC
63
Luminist Capital
Michigan
$31.5K +$31.6K +1,070 New
Q1WB
64
Quest 10 Wealth Builders
Virginia
$29.6K +$29.7K +1,007 New
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$16K +$679 +23 +4%
GWSG
66
GPS Wealth Strategies Group
Colorado
$14.7K +$620 +21 +4%
NWWA
67
New Wave Wealth Advisors
Arkansas
$14.5K +$14.6K +494 New
PA
68
Parallel Advisors
California
$13.6K -$12.3K -417 -47%
HI
69
Harbour Investments
Wisconsin
$12.4K
AWM
70
Avior Wealth Management
Nebraska
$9.65K +$9.69K +328 New
GSWM
71
Golden State Wealth Management
California
$8.83K +$8.86K +300 New
HGERS
72
Householder Group Estate & Retirement Specialist
Arizona
$7K -$19K -644 -73%
FFA
73
Farther Finance Advisors
California
$5.21K
IWM
74
IMG Wealth Management
Florida
$4.67K +$4.7K +159 New
GRP
75
Global Retirement Partners
California
$3.9K +$177 +6 +5%