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Invesco DB US Dollar Index Bullish Fund

96 hedge funds and large institutions have $440M invested in Invesco DB US Dollar Index Bullish Fund in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 17 increasing their positions, 40 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

33.08% more ownership

Funds ownership: 74.7%107.78% (+33%)

26% more call options, than puts

Call options by funds: $67.1M | Put options by funds: $53.4M

12% more capital invested

Capital invested by funds: $394M → $440M (+$46.5M)

12% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 26

3% more funds holding

Funds holding: 9396 (+3)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

58% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 40

Holders
96
Holders Change
+3
Holders Change %
+3.23%
% of All Funds
1.4%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
29
Increased
17
Reduced
40
Closed
26
Calls
$67.1M
Puts
$53.4M
Net Calls
+$13.7M
Net Calls Change
-$32.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CF
101
Centaurus Financial
California
-$1.95M -65,673 Closed
WA
102
WESPAC Advisors
California
-$1.59M -53,633 Closed
LHWM
103
Lake Hills Wealth Management
Texas
-$1.49M -50,207 Closed
FSA
104
Financial Services Advisory
Maryland
-$1.46M -49,144 Closed
CW
105
Connectus Wealth
Ohio
-$1.28M -42,979 Closed
MA
106
McBroom & Associates
Nevada
-$1.19M -40,041 Closed
PWM
107
Perigon Wealth Management
California
-$1.07M -36,021 Closed
TSS
108
Two Sigma Securities
New York
-$945K -31,799 Closed
SC
109
Scotia Capital
Ontario, Canada
-$801K -26,926 Closed
LMKC
110
L.M. Kohn & Company
Ohio
-$557K -18,719 Closed
BCM
111
Brookstone Capital Management
Illinois
-$552K -18,508 Closed
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
-$282K -9,573 Closed
TD Asset Management
113
TD Asset Management
Ontario, Canada
-$217K -7,284 Closed
AAS
114
Avantax Advisory Services
Texas
-$210K -7,076 Closed
CCFM
115
Clear Creek Financial Management
Washington
-$210K -7,048 Closed
KAS
116
Kestra Advisory Services
Texas
-$209K -7,023 Closed
Loomis, Sayles & Company
117
Loomis, Sayles & Company
Massachusetts
-$113K -3,809 Closed
USGIU
118
U.S. Global Investors (USGI)
Texas
-$89.2K -3,000 Closed
AP
119
Advisors Preferred
Maryland
-$47.9K -1,600 Closed
AWM
120
Avior Wealth Management
Nebraska
-$29.7K -1,000 Closed
BFP
121
Briaud Financial Planning
Texas
-$3K -124 Closed
CP
122
Castleview Partners
Texas
-$2.29K -77 Closed