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Invesco DB US Dollar Index Bullish Fund

98 hedge funds and large institutions have $566M invested in Invesco DB US Dollar Index Bullish Fund in 2015 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

48% more capital invested

Capital invested by funds: $382M → $566M (+$184M)

44% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 18

5% more funds holding

Funds holding: 9398 (+5)

5.13% more ownership

Funds ownership: 37.75%42.88% (+5.1%)

0% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 32

37% less call options, than puts

Call options by funds: $279M | Put options by funds: $444M

Holders
98
Holders Change
+5
Holders Change %
+5.38%
% of All Funds
2.61%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
26
Increased
32
Reduced
32
Closed
18
Calls
$279M
Puts
$444M
Net Calls
-$165M
Net Calls Change
-$274M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$87.5M +$33.9M +1,346,944 +66%
Parallax Volatility Advisers
2
Parallax Volatility Advisers
California
$72M +$69.5M +2,760,525 +15,509%
CS
3
Credit Suisse
Switzerland
$63.8M +$36.2M +1,436,459 +140%
Bank of America
4
Bank of America
North Carolina
$56.3M +$14.7M +582,035 +37%
STMM
5
South Texas Money Management
Texas
$44.6M +$43.3M +1,719,659 New
Wells Fargo
6
Wells Fargo
California
$28.4M -$488K -19,390 -2%
UBS Group
7
UBS Group
Switzerland
$23.2M -$36.8M -1,460,350 -62%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$20.4M -$7.65M -303,800 -28%
AIM
9
Astor Investment Management
Illinois
$13.5M -$422K -16,775 -3%
NYLIM
10
New York Life Investment Management
New York
$9.61M -$714K -28,349 -7%
LPL Financial
11
LPL Financial
California
$8.95M -$2.69M -106,923 -24%
AGA
12
Accuvest Global Advisors
Utah
$8.37M -$5.65M -224,475 -41%
ACM
13
Americafirst Capital Management
California
$7.24M +$7.04M +279,394 New
CRM
14
Cramer Rosenthal McGlynn
Connecticut
$6.67M +$2.78M +110,425 +75%
Ameriprise
15
Ameriprise
Minnesota
$6.03M +$1.1M +43,491 +23%
CWM
16
Confluence Wealth Management
Oregon
$5.9M +$5.74M +227,868 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$5.61M +$2.75M +109,209 +102%
QA
18
Quantitative Advantage
Minnesota
$4.81M -$642K -25,502 -12%
WMSA
19
Weiss Multi-Strategy Advisers
New York
$4.66M +$4.53M +180,000 New
BCI
20
Brinker Capital Investments
Pennsylvania
$3.71M -$9.9K -393 -0.3%
SWM
21
Strategic Wealth Management
Washington
$3.62M -$38.7K -1,536 -1%
WAS
22
Winch Advisory Services
Wisconsin
$3.57M +$3.47M +137,911 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$3.52M +$2.95M +116,962 +623%
KCM
24
Karp Capital Management
California
$3.43M +$1.33M +52,800 +66%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$3.2M +$2.41M +95,788 +343%