Invesco DB US Dollar Index Bearish Fund
UDN
16 hedge funds and large institutions have $7.94M invested in Invesco DB US Dollar Index Bearish Fund in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 0 closing their positions.
108% more capital invested
Capital invested by funds: $3.81M → $7.94M (+$4.13M)
16.02% more ownership
Funds ownership: 9.26% → 25.28% (+16%)
14% more funds holding
Funds holding: 14 → 16 (+2)
83% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$3.57M |
| 2 |
VF
Virtu Financial
New York
|
+$1.17M |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$239K |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
+$4.43K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$654K |
| 2 |
Morgan Stanley
New York
|
-$70.2K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$47.3K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$31.7K |
| 5 |
Barclays
London,
United Kingdom
|
-$24.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FTUS
1
Flow Traders U.S.
New York
| $4.68M | +$3.57M | +161,180 | +294% |
|
|
VF
2
Virtu Financial
New York
| $1.15M | +$1.17M | +53,013 | New |
|
|
3
Jane Street
New York
| $663K | -$654K | -29,518 | -49% |
|
|
CWM
4
Cornerstone Wealth Management
St. Peters,
Missouri
| $500K | +$239K | +10,785 | New |
|
|
5
Morgan Stanley
New York
| $440K | -$70.2K | -3,169 | -14% |
|
|
WP
6
WMS Partners
Towson,
Maryland
| $232K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $96K | -$31.7K | -1,431 | -25% |
|
|
8
Bank of America
Charlotte,
North Carolina
| $63K | -$47.3K | -2,136 | -43% |
|
9
Wells Fargo
San Francisco,
California
| $39K | – | – | – |
|
10
Simplex Trading
Chicago,
Illinois
| $33K | -$9.91K | -447 | -23% |
|
|
AWA
11
Acorn Wealth Advisors
Grand Blanc,
Michigan
| $17K | – | – | – |
|
|
12
Barclays
London,
United Kingdom
| $11K | -$24.4K | -1,103 | -68% |
|
|
PFBT
13
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $7K | – | – | – |
|
|
CF
14
Centaurus Financial
Anaheim,
California
| $4K | +$4.43K | +200 | New |
|
15
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | – | – | – |
|
UDN Hedge Fund Activity: Q2 2018 in Review
16 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco DB US Dollar Index Bearish Fund (UDN) for Q2 2018, worth a combined $7.94M — up 108% from $3.81M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new UDN positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 6 trimmed.
The largest buyer was Flow Traders U.S., adding an estimated $3.57M. The largest seller was Jane Street, cutting an estimated $654K.
- 16 institutional investors held Invesco DB US Dollar Index Bearish Fund (UDN) as of Q2 2018, up from 14 in Q1 2018.
- Funds reported $7.94M of Invesco DB US Dollar Index Bearish Fund stock for Q2 2018, up 108% quarter-over-quarter.
- 3 funds opened new Invesco DB US Dollar Index Bearish Fund positions in Q2 2018 and 0 closed out, a net change of +3 holders.
- The largest Invesco DB US Dollar Index Bearish Fund buyer in Q2 2018 was Flow Traders U.S., an estimated $3.57M added.
- The largest Invesco DB US Dollar Index Bearish Fund seller in Q2 2018 was Jane Street, an estimated $654K sold.
Based on aggregated 13F filings for Q2 2018.