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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
Morgan Stanley
1
Morgan Stanley
New York
$239M +$162M +5,533,292 +168%
Jane Street
2
Jane Street
New York
$39.6M +$2.13M +72,674 +5%
FGA
3
Fortis Group Advisors
New Jersey
$23.7M
Ameriprise
4
Ameriprise
Minnesota
$9.13M +$1.4M +47,805 +17%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.95M +$3.78M +129,239 +64%
Goldman Sachs
6
Goldman Sachs
New York
$8.89M +$9.6M +328,275 New
ETC
7
Exchange Traded Concepts
Oklahoma
$8.74M +$9.44M +322,694 New
Bank of America
8
Bank of America
North Carolina
$7.43M -$7.42M -253,572 -48%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$7.23M +$5.37M +183,434 +219%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$6.23M +$5.4M +184,600 +407%
LPL Financial
11
LPL Financial
California
$6.08M -$8.33M -284,810 -56%
CFC
12
Client First Capital
California
$5.62M -$493K -16,842 -8%
CFG
13
Compton Financial Group
Maryland
$5.56M -$182K -6,227 -3%
PEA
14
Park Edge Advisors
Ohio
$5.01M +$115K +3,919 +2%
Wells Fargo
15
Wells Fargo
California
$4.78M -$4.23M -144,566 -45%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$4.03M +$4.36M +148,889 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.61M +$2.32M +79,463 +147%
IMC Chicago
18
IMC Chicago
Illinois
$2.56M -$3.08M -105,451 -53%
AWM
19
AE Wealth Management
Kansas
$2.27M -$5.55M -189,730 -70%
SIS
20
Sound Income Strategies
Florida
$2.03M +$2.2M +75,112 New
Osaic Holdings
21
Osaic Holdings
Arizona
$2.02M -$886K -30,295 -29%
MML Investors Services
22
MML Investors Services
Massachusetts
$2.01M +$1.36M +46,584 +169%
CWA
23
Clearview Wealth Advisors
Oregon
$1.98M +$2.14M +73,137 New
JP Morgan Chase
24
JP Morgan Chase
New York
$1.92M -$7.49M -256,067 -78%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.87M -$121K -4,120 -6%