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Invesco DB US Dollar Index Bearish Fund

21 hedge funds and large institutions have $9.97M invested in Invesco DB US Dollar Index Bearish Fund in 2016 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

453% more call options, than puts

Call options by funds: $3.94M | Put options by funds: $712K

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

11% more funds holding

Funds holding: 1921 (+2)

3.19% less ownership

Funds ownership: 25.88%22.7% (-3.2%)

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

22% less capital invested

Capital invested by funds: $12.7M → $9.97M (-$2.73M)

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
5
Closed
3
Calls
$3.94M
Puts
$712K
Net Calls
+$3.22M
Net Calls Change
+$2.55M
Name Holding Trade Value Shares
Change
Change in
Stake
VF
1
Virtu Financial
New York
$5.28M +$5.36M +240,139 New
Parallax Volatility Advisers
2
Parallax Volatility Advisers
California
$1.78M +$1.81M +81,185 +8,118,500%
Wolverine Trading
3
Wolverine Trading
Illinois
$969K +$984K +44,046 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$500K +$509K +22,772 New
TH
5
Timber Hill
Connecticut
$331K +$336K +15,054 New
Morgan Stanley
6
Morgan Stanley
New York
$261K -$1.33M -59,433 -83%
WP
7
WMS Partners
Maryland
$235K
CG
8
Cutler Group
California
$153K +$107K +4,800 +218%
UBS Group
9
UBS Group
Switzerland
$116K +$21.5K +963 +22%
Simplex Trading
10
Simplex Trading
Illinois
$107K -$132K -5,900 -55%
Bank of America
11
Bank of America
North Carolina
$87K +$15.7K +705 +22%
Barclays
12
Barclays
United Kingdom
$33K -$135K -6,036 -80%
USGIU
13
U.S. Global Investors (USGI)
Texas
$22K -$335K -15,000 -94%
Wells Fargo
14
Wells Fargo
California
$22K
DOA
15
D'Orazio & Associates
Virginia
$18K
TWA
16
TCI Wealth Advisors
Arizona
$18K
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$10K
MFS
18
MSI Financial Services
Massachusetts
$10K +$10.1K +452 New
WRM
19
Westport Resources Management
Connecticut
$9K
PFBT
20
Parkside Financial Bank & Trust
Missouri
$7K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4K -$317K -14,194 -99%
AssetMark Inc
22
AssetMark Inc
California
-$9.39M -420,897 Closed
Lazard Asset Management
23
Lazard Asset Management
New York
-$83K -3,760 Closed
AA
24
Apriem Advisors
California
-$9K -400 Closed

UDN Hedge Fund Activity: Q2 2016 in Review

21 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco DB US Dollar Index Bearish Fund (UDN) for Q2 2016, worth a combined $9.97M — down 22% from $12.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new UDN positions and 3 closed out — a net gain of 2 holders — while 4 added to existing stakes and 5 trimmed.

The largest buyer was Virtu Financial, opening a new position worth an estimated $5.36M. The largest seller was AssetMark Inc, exiting entirely with an estimated $9.39M sold.

  • 21 institutional investors held Invesco DB US Dollar Index Bearish Fund (UDN) as of Q2 2016, up from 19 in Q1 2016.
  • Funds reported $9.97M of Invesco DB US Dollar Index Bearish Fund stock for Q2 2016, down 22% quarter-over-quarter.
  • 5 funds opened new Invesco DB US Dollar Index Bearish Fund positions in Q2 2016 and 3 closed out, a net change of +2 holders.
  • The largest Invesco DB US Dollar Index Bearish Fund buyer in Q2 2016 was Virtu Financial, an estimated $5.36M added.
  • The largest Invesco DB US Dollar Index Bearish Fund seller in Q2 2016 was AssetMark Inc, an estimated $9.39M sold.

Based on aggregated 13F filings for Q2 2016.