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Invesco DB US Dollar Index Bullish Fund

94 hedge funds and large institutions have $515M invested in Invesco DB US Dollar Index Bullish Fund in 2016 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more call options, than puts

Call options by funds: $992M | Put options by funds: $238M

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

80% more capital invested

Capital invested by funds: $286M → $515M (+$229M)

19.72% more ownership

Funds ownership: 38.61%58.34% (+20%)

16% more funds holding

Funds holding: 8194 (+13)

11% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 27

Holders
94
Holders Change
+13
Holders Change %
+16.05%
% of All Funds
2.35%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
31
Increased
24
Reduced
27
Closed
13
Calls
$992M
Puts
$238M
Net Calls
+$754M
Net Calls Change
+$471M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
76
Cutler Group
California
$227K +$222K +8,600 New
WCM
77
Windward Capital Management
California
$223K
TFA
78
Transamerica Financial Advisors
Florida
$215K +$209K +8,109 New
ACP
79
Aveo Capital Partners
Colorado
$212K +$206K +7,999 New
NPC
80
National Planning Corporation
California
$202K +$202K +7,848 New
SFPIA
81
Stevens First Principles Investment Advisors
California
$106K
AG
82
Advisor Group
Arizona
$97K -$216K -8,361 -70%
NFG
83
Next Financial Group
Texas
$90K -$74.8K -2,900 -46%
SFS
84
Sowell Financial Services
Arkansas
$87K +$85.7K +3,323 New
BCM
85
Bluefin Capital Management
New York
$83K +$80.5K +3,120 New
CFA
86
Carroll Financial Associates
North Carolina
$60K -$18.1K -700 -23%
HNB
87
Huntington National Bank
Ohio
$40K
IWC
88
Integrated Wealth Counsel
California
$40K
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$16K +$15.5K +600 New
WA
90
WFG Advisors
Texas
$13K +$12.9K +500 New
CCM
91
Cribstone Capital Management
Maine
$9K +$8.51K +330 New
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$6K +$2.58K +100 +100%
HR
93
Howe & Rusling
New York
$1K
BFIC
94
Bedell Frazier Investment Counselling
California
-$8.64M -350,105 Closed
FTUS
95
Flow Traders U.S.
New York
-$2.79M -113,003 Closed
William Blair & Company
96
William Blair & Company
Illinois
-$2.77M -112,149 Closed
PCM
97
Pyrrho Capital Management
New York
-$1.73M -70,000 Closed
Baird Financial Group
98
Baird Financial Group
Wisconsin
-$1.54M -62,287 Closed
USGIU
99
U.S. Global Investors (USGI)
Texas
-$331K -13,000 Closed
GC
100
Guggenheim Capital
Illinois
-$301K -12,188 Closed