Invesco DB US Dollar Index Bearish Fund
UDN
25 hedge funds and large institutions have $11.7M invested in Invesco DB US Dollar Index Bearish Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 12 reducing their positions, and 3 closing their positions.
129% more call options, than puts
Call options by funds: $369K | Put options by funds: $161K
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
9% more funds holding
Funds holding: 23 → 25 (+2)
0.57% less ownership
Funds ownership: 22.77% → 22.2% (-0.57%)
17% less capital invested
Capital invested by funds: $14.1M → $11.7M (-$2.41M)
83% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$461K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$256K |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$199K |
| 4 |
Belvedere Trading
Chicago,
Illinois
|
+$79.6K |
| 5 |
Morgan Stanley
New York
|
+$12.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFG
Northeast Financial Group
Tannersville,
Pennsylvania
|
-$1.82M |
| 2 |
Jane Street
New York
|
-$438K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$415K |
| 4 |
DWA
Delos Wealth Advisors
Dallas,
Texas
|
-$247K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$138K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFG
26
Northeast Financial Group
Tannersville,
Pennsylvania
| – | -$1.82M | -101,336 | Closed |
|
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$138K | -7,696 | Closed |
|
28
JP Morgan Chase
New York
| – | -$5.18K | -288 | Closed |
|
UDN Hedge Fund Activity: Q2 2024 in Review
25 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco DB US Dollar Index Bearish Fund (UDN) for Q2 2024, worth a combined $11.7M — down 17% from $14.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new UDN positions and 3 closed out — a net gain of 2 holders — while 2 added to existing stakes and 12 trimmed.
The largest buyer was Advisory Services Network, opening a new position worth an estimated $461K. The largest seller was Northeast Financial Group, exiting entirely with an estimated $1.82M sold.
- 25 institutional investors held Invesco DB US Dollar Index Bearish Fund (UDN) as of Q2 2024, up from 23 in Q1 2024.
- Funds reported $11.7M of Invesco DB US Dollar Index Bearish Fund stock for Q2 2024, down 17% quarter-over-quarter.
- 5 funds opened new Invesco DB US Dollar Index Bearish Fund positions in Q2 2024 and 3 closed out, a net change of +2 holders.
- The largest Invesco DB US Dollar Index Bearish Fund buyer in Q2 2024 was Advisory Services Network, an estimated $461K added.
- The largest Invesco DB US Dollar Index Bearish Fund seller in Q2 2024 was Northeast Financial Group, an estimated $1.82M sold.
Based on aggregated 13F filings for Q2 2024.