Invesco DB US Dollar Index Bearish Fund
UDN
23 hedge funds and large institutions have $10.2M invested in Invesco DB US Dollar Index Bearish Fund in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 7 closing their positions.
2,507% more call options, than puts
Call options by funds: $10.6M | Put options by funds: $406K
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
8% less funds holding
Funds holding: 25 → 23 (-2)
10.02% less ownership
Funds ownership: 29.94% → 19.92% (-10%)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
46% less capital invested
Capital invested by funds: $19M → $10.2M (-$8.82M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$1.98M |
| 2 |
PVI
Pine Valley Investments
Marlton,
New Jersey
|
+$608K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$576K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$566K |
| 5 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
+$292K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$6.68M |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$2.46M |
| 3 |
DWA
Delos Wealth Advisors
Dallas,
Texas
|
-$871K |
| 4 |
CPP
Capasso Planning Partners
Charleston,
South Carolina
|
-$774K |
| 5 |
GS
GTS Securities
New York
|
-$490K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CPP
26
Capasso Planning Partners
Charleston,
South Carolina
| – | -$774K | -40,852 | Closed |
|
|
GS
27
GTS Securities
New York
| – | -$490K | -25,886 | Closed |
|
28
Wolverine Trading
Chicago,
Illinois
| – | -$238K | -12,515 | Closed |
|
29
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$195K | -10,280 | Closed |
|
|
CPA
30
Clear Point Advisors
Melville,
New York
| – | -$11.1K | -586 | Closed |
|
UDN Hedge Fund Activity: Q4 2024 in Review
23 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco DB US Dollar Index Bearish Fund (UDN) for Q4 2024, worth a combined $10.2M — down 46% from $19M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of UDN and 5 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 6 added.
The largest buyer was Flow Traders U.S., opening a new position worth an estimated $1.98M. The largest seller was LPL Financial, exiting entirely with an estimated $6.68M sold.
- 23 institutional investors held Invesco DB US Dollar Index Bearish Fund (UDN) as of Q4 2024, down from 25 in Q3 2024.
- Funds reported $10.2M of Invesco DB US Dollar Index Bearish Fund stock for Q4 2024, down 46% quarter-over-quarter.
- 5 funds opened new Invesco DB US Dollar Index Bearish Fund positions in Q4 2024 and 7 closed out, a net change of -2 holders.
- The largest Invesco DB US Dollar Index Bearish Fund buyer in Q4 2024 was Flow Traders U.S., an estimated $1.98M added.
- The largest Invesco DB US Dollar Index Bearish Fund seller in Q4 2024 was LPL Financial, an estimated $6.68M sold.
Based on aggregated 13F filings for Q4 2024.