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Invesco DB US Dollar Index Bullish Fund

139 hedge funds and large institutions have $697M invested in Invesco DB US Dollar Index Bullish Fund in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 35 increasing their positions, 71 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $189M | Put options by funds: $109M

9.07% more ownership

Funds ownership: 54.06%63.12% (+9.1%)

22% less capital invested

Capital invested by funds: $894M → $697M (-$197M)

22% less funds holding

Funds holding: 179139 (-40)

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

51% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 71

59% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 63

Holders
139
Holders Change
-40
Holders Change %
-22.35%
% of All Funds
2.22%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.11%
New
26
Increased
35
Reduced
71
Closed
63
Calls
$189M
Puts
$109M
Net Calls
+$80.7M
Net Calls Change
+$53.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
76
Private Advisor Group
New Jersey
$770K -$476K -17,017 -38%
RFS
77
Retirement Financial Solutions
Tennessee
$761K -$73K -2,612 -9%
CWM
78
Cedar Wealth Management
California
$710K
SFC
79
Strategic Financial Concepts
Texas
$696K +$698K +24,961 New
ASN
80
Advisory Services Network
Georgia
$671K -$1.58M -56,697 -70%
EH
81
Equitable Holdings
New York
$649K -$1.86M -66,500 -74%
HCM
82
Howard Capital Management
Georgia
$615K +$616K +22,042 New
DADC
83
D.A. Davidson & Co
Montana
$582K +$133K +4,750 +29%
FFN
84
Focus Financial Network
Minnesota
$579K +$11.4K +409 +2%
JP Morgan Chase
85
JP Morgan Chase
New York
$568K +$174K +6,217 +44%
MA
86
Mutual Advisors
Nebraska
$558K -$1.3M -46,674 -70%
Parallax Volatility Advisers
87
Parallax Volatility Advisers
California
$535K +$221K +7,900 +70%
MGIA
88
Moneta Group Investment Advisors
Missouri
$480K +$481K +17,214 New
William Blair & Company
89
William Blair & Company
Illinois
$468K +$116K +4,150 +33%
LMKC
90
L.M. Kohn & Company
Ohio
$439K -$5.18M -185,320 -92%
SW
91
SMART Wealth
Nebraska
$437K +$438K +15,665 New
VAM
92
Verity Asset Management
North Carolina
$421K -$37.8K -1,352 -8%
DC
93
Diametric Capital
Massachusetts
$379K +$29.5K +1,056 +8%
FA
94
Flagstar Advisors
New York
$365K
CFG
95
CMC Financial Group
Georgia
$362K +$363K +13,001 New
CPP
96
Capasso Planning Partners
South Carolina
$358K -$782K -27,996 -69%
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
$343K -$2.23M -79,636 -87%
SEI Investments
98
SEI Investments
Pennsylvania
$298K -$24K -858 -7%
WDC
99
Woodward Diversified Capital
California
$297K -$214K -7,658 -42%
TD Asset Management
100
TD Asset Management
Ontario, Canada
$285K -$409K -14,643 -59%