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Invesco DB US Dollar Index Bullish Fund

93 hedge funds and large institutions have $394M invested in Invesco DB US Dollar Index Bullish Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 22 increasing their positions, 42 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

29% more call options, than puts

Call options by funds: $207M | Put options by funds: $161M

7.51% more ownership

Funds ownership: 67.19%74.7% (+7.5%)

4% less funds holding

Funds holding: 9793 (-4)

8% less capital invested

Capital invested by funds: $427M → $394M (-$33.5M)

17% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 24

48% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 42

Holders
93
Holders Change
-4
Holders Change %
-4.12%
% of All Funds
1.48%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.1%
New
20
Increased
22
Reduced
42
Closed
24
Calls
$207M
Puts
$161M
Net Calls
+$46.4M
Net Calls Change
-$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$97.9M -$33.4M -1,164,892 -26%
Jane Street
2
Jane Street
New York
$41.3M -$4.24M -147,742 -10%
FGA
3
Fortis Group Advisors
New Jersey
$23.7M +$17M +593,893 +231%
IA
4
IFP Advisors
Florida
$16.1M -$3.92M -136,617 -20%
Bank of America
5
Bank of America
North Carolina
$15.7M -$8.04M -280,114 -35%
LPL Financial
6
LPL Financial
California
$15.1M -$3.72M -129,785 -20%
TF
7
Trek Financial
Arizona
$13.4M +$7.81M +272,068 +153%
PCM
8
Price Capital Management
Louisiana
$11.9M +$11.5M +399,360 New
JP Morgan Chase
9
JP Morgan Chase
New York
$9.72M +$7.46M +259,942 +388%
Wells Fargo
10
Wells Fargo
California
$9.54M -$11.5M -401,556 -56%
IF
11
Intrua Financial
Texas
$9.19M +$1.34M +46,815 +18%
VF
12
Vista Finance
Missouri
$8.79M -$3.41M -118,887 -29%
Ameriprise
13
Ameriprise
Minnesota
$8.6M -$6.48M -225,837 -44%
AWM
14
AE Wealth Management
Kansas
$8.07M +$6.21M +216,456 +394%
CA
15
Cetera Advisors
Colorado
$7.98M +$7.71M +268,544 New
EF
16
Empowered Funds
Pennsylvania
$7.91M +$7.64M +266,146 New
CFC
17
Client First Capital
California
$6.67M +$148K +5,151 +2%
CFG
18
Compton Financial Group
Maryland
$6.29M +$554K +19,308 +10%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$5.98M -$338K -11,780 -6%
IMC Chicago
20
IMC Chicago
Illinois
$5.95M -$2.22M -77,389 -28%
PEA
21
Park Edge Advisors
Ohio
$5.38M -$24K -835 -0.5%
SW
22
SMART Wealth
Nebraska
$5.16M +$4.47M +155,859 +885%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$3.33M +$1.8M +62,781 +128%
Osaic Holdings
24
Osaic Holdings
Arizona
$3.12M -$2.74M -95,602 -48%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$2.75M -$1.5M -52,231 -36%