Invesco DB US Dollar Index Bearish Fund
UDN
28 hedge funds and large institutions have $23.1M invested in Invesco DB US Dollar Index Bearish Fund in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 6 closing their positions.
611% more call options, than puts
Call options by funds: $1.99M | Put options by funds: $279K
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
31% more capital invested
Capital invested by funds: $17.6M → $23.1M (+$5.52M)
3.63% more ownership
Funds ownership: 21.05% → 24.68% (+3.6%)
0% more funds holding
Funds holding: 28 → 28 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.49M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.02M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$711K |
| 4 |
LPL Financial
San Diego,
California
|
+$584K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$407K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$741K |
| 2 |
Simplex Trading
Chicago,
Illinois
|
-$344K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$226K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$216K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$111K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HIA
26
Harbor Investment Advisory
Lutherville,
Maryland
| $9K | -$7.45K | -350 | -47% |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $2K | +$2.13K | +100 | New |
|
|
28
Stifel Financial
St. Louis,
Missouri
| – | -$226K | -10,815 | Closed |
|
|
RJA
29
Raymond James & Associates
St Petersburg,
Florida
| – | -$216K | -10,317 | Closed |
|
|
30
Osaic Holdings
Scottsdale,
Arizona
| – | -$111K | -5,298 | Closed |
|
|
CRCM
31
Corbett Road Capital Management
Mclean,
Virginia
| – | -$100K | -4,797 | Closed |
|
|
GWM
32
Geneos Wealth Management
Englewood,
Colorado
| – | -$58K | -2,799 | Closed |
|
33
Barclays
London,
United Kingdom
| – | -$35K | -1,678 | Closed |
|
UDN Hedge Fund Activity: Q4 2020 in Review
28 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco DB US Dollar Index Bearish Fund (UDN) for Q4 2020, worth a combined $23.1M — up 31% from $17.6M a quarter earlier.
Fund positioning in UDN was balanced in Q4 2020: 6 funds opened new positions, 6 closed out, 10 added to existing stakes and 6 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.49M. The largest seller was Citadel Advisors, cutting an estimated $741K.
- 28 institutional investors held Invesco DB US Dollar Index Bearish Fund (UDN) as of Q4 2020, unchanged from Q3 2020.
- Funds reported $23.1M of Invesco DB US Dollar Index Bearish Fund stock for Q4 2020, up 31% quarter-over-quarter.
- 6 funds opened new Invesco DB US Dollar Index Bearish Fund positions in Q4 2020 and 6 closed out, a net change of 0 holders.
- The largest Invesco DB US Dollar Index Bearish Fund buyer in Q4 2020 was Morgan Stanley, an estimated $2.49M added.
- The largest Invesco DB US Dollar Index Bearish Fund seller in Q4 2020 was Citadel Advisors, an estimated $741K sold.
Based on aggregated 13F filings for Q4 2020.