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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
FFA
76
Farther Finance Advisors
California
$4.81K +$2.73K +98 +138%
BFP
77
Briaud Financial Planning
Texas
$4K +$3.46K +124 New
GRP
78
Global Retirement Partners
California
$3.6K -$220K -7,877 -98%
National Bank of Canada
79
National Bank of Canada
Quebec, Canada
$3.39K
AIM
80
Anchor Investment Management
South Carolina
$2.84K
IA
81
IFP Advisors
Florida
$2.72K
CCMW
82
Cypress Capital Management (Wyoming)
Wyoming
$2.16K
LFG
83
Larson Financial Group
Missouri
$2.13K
HFS
84
Hantz Financial Services
Michigan
$2K +$1.95K +70 New
OLVIG
85
Oliver Lagore Vanvalin Investment Group
Michigan
$392
Barclays
86
Barclays
United Kingdom
$56
Fidelity Investments
87
Fidelity Investments
Massachusetts
$28 +$28 +1 New
CFC
88
Client First Capital
California
-$5.62M -207,598 Closed
RJFSA
89
Raymond James Financial Services Advisors
Florida
-$4.03M -148,889 Closed
AWM
90
AE Wealth Management
Kansas
-$2.27M -81,683 Closed
CWA
91
Clearview Wealth Advisors
Oregon
-$1.98M -73,137 Closed
LNC
92
Lincoln National Corp
Pennsylvania
-$1.67M -61,532 Closed
EF
93
Empowered Funds
Pennsylvania
-$1.45M -53,474 Closed
HighTower Advisors
94
HighTower Advisors
Illinois
-$1.14M -42,295 Closed
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
-$906K -33,442 Closed
PCA
96
Prosperity Capital Advisors
Ohio
-$584K -21,545 Closed
AI
97
AXS Investments
New York
-$535K -19,740 Closed
RJA
98
Raymond James & Associates
Florida
-$396K -14,605 Closed
MA
99
Mutual Advisors
Nebraska
-$379K -14,005 Closed
ASN
100
Advisory Services Network
Georgia
-$366K -13,502 Closed