Invesco DB US Dollar Index Bearish Fund
UDN
14 hedge funds and large institutions have $6.93M invested in Invesco DB US Dollar Index Bearish Fund in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 2 closing their positions.
600% more call options, than puts
Call options by funds: $21K | Put options by funds: $3K
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
21% more capital invested
Capital invested by funds: $5.74M → $6.93M (+$1.19M)
17% more funds holding
Funds holding: 12 → 14 (+2)
3.35% more ownership
Funds ownership: 17.33% → 20.68% (+3.4%)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.09M |
| 2 |
Morgan Stanley
New York
|
+$1.09M |
| 3 |
WAM
Wakefield Asset Management
Englewood,
Colorado
|
+$684K |
| 4 |
Barclays
London,
United Kingdom
|
+$66.2K |
| 5 |
Simplex Trading
Chicago,
Illinois
|
+$39.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$2.05M |
| 2 |
VF
Virtu Financial
New York
|
-$555K |
| 3 |
LPL Financial
San Diego,
California
|
-$242K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$11.1K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$4.32K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Wells Fargo
San Francisco,
California
| $3.34M | +$2.09M | +101,036 | +173% |
|
|
2
Morgan Stanley
New York
| $1.62M | +$1.09M | +52,727 | +213% |
|
|
WAM
3
Wakefield Asset Management
Englewood,
Colorado
| $692K | +$684K | +33,054 | New |
|
|
VF
4
Virtu Financial
New York
| $690K | -$555K | -26,844 | -45% |
|
|
AA
5
Ancora Advisors
Cleveland,
Ohio
| $421K | – | – | – |
|
|
6
Barclays
London,
United Kingdom
| $101K | +$66.2K | +3,200 | +198% |
|
|
7
Simplex Trading
Chicago,
Illinois
| $40K | +$39.9K | +1,929 | New |
|
|
8
Bank of America
Charlotte,
North Carolina
| $11K | -$11.1K | -536 | -50% |
|
|
9
UBS Group
Zurich,
Switzerland
| $6K | -$4.32K | -209 | -42% |
|
|
SIM
10
Sonora Investment Management
Tucson,
Arizona
| $4K | – | – | – |
|
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | – | – | – |
|
12
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2K | +$2.07K | +100 | New |
|
|
FTUS
13
Flow Traders U.S.
New York
| – | -$2.05M | -99,177 | Closed |
|
|
14
LPL Financial
San Diego,
California
| – | -$242K | -11,670 | Closed |
|
15
Group One Trading
Chicago,
Illinois
| – | +$145 | +7 | New |
|
UDN Hedge Fund Activity: Q2 2019 in Review
14 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco DB US Dollar Index Bearish Fund (UDN) for Q2 2019, worth a combined $6.93M — up 21% from $5.74M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new UDN positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Wells Fargo, adding an estimated $2.09M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $2.05M sold.
- 14 institutional investors held Invesco DB US Dollar Index Bearish Fund (UDN) as of Q2 2019, up from 12 in Q1 2019.
- Funds reported $6.93M of Invesco DB US Dollar Index Bearish Fund stock for Q2 2019, up 21% quarter-over-quarter.
- 4 funds opened new Invesco DB US Dollar Index Bearish Fund positions in Q2 2019 and 2 closed out, a net change of +2 holders.
- The largest Invesco DB US Dollar Index Bearish Fund buyer in Q2 2019 was Wells Fargo, an estimated $2.09M added.
- The largest Invesco DB US Dollar Index Bearish Fund seller in Q2 2019 was Flow Traders U.S., an estimated $2.05M sold.
Based on aggregated 13F filings for Q2 2019.