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SignatureFD’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

SignatureFD’s Portfolio UDN Stock Details UDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-50,300
Closed -$5.04K – 3280
2023
Q3 		$5.04K Hold
50,300
– – ﹤0.01% 2493
2023
Q2 		$39.2K Buy
+50,300
New +$948K ﹤0.01% 1556
2022
Q4 		– Sell
-55,000
Closed -$48K – 3410
2022
Q3 		$48K Buy
+55,000
New +$979K ﹤0.01% 1290

Other funds holding UDN

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NFG
Northeast Financial Group Tannersville, Pennsylvania $404M AUM 12.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

SignatureFD's UDN Position: Q3 2023 in Review

SignatureFD sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q3 2023, closing a stake of 12,604 shares — an estimated $237K sold.

SignatureFD first reported a position in UDN in Q4 2021 and held it in 7 quarters. The position peaked at $810K in Q4 2021. 23 funds tracked by Wall St. Rank hold UDN as of Q3 2023.

  • SignatureFD reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q3 2023 after selling out during the quarter.
  • SignatureFD sold 12,604 Invesco DB US Dollar Index Bearish Fund shares in Q3 2023, an estimated $237K.
  • SignatureFD first reported a position in Invesco DB US Dollar Index Bearish Fund in Q4 2021 and held it in 7 quarters.
  • SignatureFD's Invesco DB US Dollar Index Bearish Fund position peaked at $810K in Q4 2021.
  • 23 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q3 2023.

Based on SignatureFD's 13F filing for Q3 2023, filed 3 Nov 2023.