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Invesco DB US Dollar Index Bearish Fund

23 hedge funds and large institutions have $10.1M invested in Invesco DB US Dollar Index Bearish Fund in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

53% more funds holding

Funds holding: 1523 (+8)

47% more capital invested

Capital invested by funds: $6.86M → $10.1M (+$3.21M)

1.67% more ownership

Funds ownership: 19.07%20.74% (+1.7%)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

Holders
23
Holders Change
+8
Holders Change %
+53.33%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
4
Reduced
4
Closed
2
Calls
$1.28M
Puts
Net Calls
+$1.28M
Net Calls Change
+$158K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.97M +$1.11M +55,368 +60%
Citadel Advisors
2
Citadel Advisors
Florida
$2.17M +$276K +13,830 +15%
JIP
3
Jaffetilchin Investment Partners
Florida
$1.48M +$1.46M +73,309 New
Bank of America
4
Bank of America
North Carolina
$903K -$586K -29,358 -40%
LPL Financial
5
LPL Financial
California
$852K +$841K +42,117 New
AIP
6
Ahrens Investment Partners
Louisiana
$407K +$401K +20,100 New
Wolverine Trading
7
Wolverine Trading
Illinois
$225K +$3.69K +185 +2%
Goldman Sachs
8
Goldman Sachs
New York
$212K
CS
9
Credit Suisse
Switzerland
$202K +$200K +10,000 New
UBS Group
10
UBS Group
Switzerland
$146K -$33.5K -1,679 -19%
AA
11
Ancora Advisors
Ohio
$101K -$301K -15,100 -75%
CRCM
12
Corbett Road Capital Management
Virginia
$97K
Simplex Trading
13
Simplex Trading
Illinois
$72K +$71.8K +3,597 New
JP Morgan Chase
14
JP Morgan Chase
New York
$61K +$59.9K +3,000 New
GWM
15
Geneos Wealth Management
Colorado
$56K +$4.01K +201 +8%
CG
16
Cutler Group
California
$41K
YAL
17
Your Advocates Ltd
Texas
$34K +$33.6K +1,683 New
HIA
18
Harbor Investment Advisory
Maryland
$15K +$15K +750 New
FCM
19
Firestone Capital Management
Florida
$10K
CAN
20
Cetera Advisor Networks
California
$5K +$4.99K +250 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2K
Jane Street
22
Jane Street
New York
-$415K -20,763 Closed
Group One Trading
23
Group One Trading
Illinois
-$52K -2,607 Closed
Wells Fargo
24
Wells Fargo
California
-$6.59K -330 -100%
Barclays
25
Barclays
United Kingdom
+$299 +15 New

UDN Hedge Fund Activity: Q2 2020 in Review

23 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco DB US Dollar Index Bearish Fund (UDN) for Q2 2020, worth a combined $10.1M — up 47% from $6.86M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new UDN positions and 2 closed out — a net gain of 8 holders — while 4 added to existing stakes and 4 trimmed.

The largest buyer was Jaffetilchin Investment Partners, opening a new position worth an estimated $1.46M. The largest seller was Bank of America, cutting an estimated $586K.

  • 23 institutional investors held Invesco DB US Dollar Index Bearish Fund (UDN) as of Q2 2020, up from 15 in Q1 2020.
  • Funds reported $10.1M of Invesco DB US Dollar Index Bearish Fund stock for Q2 2020, up 47% quarter-over-quarter.
  • 10 funds opened new Invesco DB US Dollar Index Bearish Fund positions in Q2 2020 and 2 closed out, a net change of +8 holders.
  • The largest Invesco DB US Dollar Index Bearish Fund buyer in Q2 2020 was Jaffetilchin Investment Partners, an estimated $1.46M added.
  • The largest Invesco DB US Dollar Index Bearish Fund seller in Q2 2020 was Bank of America, an estimated $586K sold.

Based on aggregated 13F filings for Q2 2020.