Invesco DB US Dollar Index Bearish Fund
UDN
16 hedge funds and large institutions have $10.7M invested in Invesco DB US Dollar Index Bearish Fund in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 5 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
14% more funds holding
Funds holding: 14 → 16 (+2)
4% more capital invested
Capital invested by funds: $10.3M → $10.7M (+$387K)
0.62% more ownership
Funds ownership: 28.33% → 28.95% (+0.62%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $494K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWAC
Private Wealth Advisors (California)
Fresno,
California
|
+$2.49M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.33M |
| 3 |
Morgan Stanley
New York
|
+$1.08M |
| 4 |
Goldman Sachs
New York
|
+$987K |
| 5 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
+$221K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
-$2.37M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.35M |
| 3 |
WAM
Wakefield Asset Management
Englewood,
Colorado
|
-$697K |
| 4 |
Jane Street
New York
|
-$352K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$343K |
UDN Hedge Fund Activity: Q4 2019 in Review
16 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Invesco DB US Dollar Index Bearish Fund (UDN) for Q4 2019, worth a combined $10.7M — up 3.8% from $10.3M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new UDN positions and 5 closed out — a net gain of 2 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Private Wealth Advisors (California), opening a new position worth an estimated $2.49M. The largest seller was Virtu Financial, exiting entirely with an estimated $2.37M sold.
- 16 institutional investors held Invesco DB US Dollar Index Bearish Fund (UDN) as of Q4 2019, up from 14 in Q3 2019.
- Funds reported $10.7M of Invesco DB US Dollar Index Bearish Fund stock for Q4 2019, up 3.8% quarter-over-quarter.
- 7 funds opened new Invesco DB US Dollar Index Bearish Fund positions in Q4 2019 and 5 closed out, a net change of +2 holders.
- The largest Invesco DB US Dollar Index Bearish Fund buyer in Q4 2019 was Private Wealth Advisors (California), an estimated $2.49M added.
- The largest Invesco DB US Dollar Index Bearish Fund seller in Q4 2019 was Virtu Financial, an estimated $2.37M sold.
Based on aggregated 13F filings for Q4 2019.