Invesco DB US Dollar Index Bearish Fund
UDN
17 hedge funds and large institutions have $11.7M invested in Invesco DB US Dollar Index Bearish Fund in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 2 closing their positions.
1,071% more call options, than puts
Call options by funds: $8.32M | Put options by funds: $711K
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
37% more capital invested
Capital invested by funds: $8.56M → $11.7M (+$3.16M)
13% more funds holding
Funds holding: 15 → 17 (+2)
4.42% more ownership
Funds ownership: 18.96% → 23.38% (+4.4%)
57% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.87M |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$203K |
| 3 |
CCB
Cutter & Co Brokerage
Ballwin,
Missouri
|
+$37.6K |
| 4 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$18.8K |
| 5 |
CG
Cutler Group
San Francisco,
California
|
+$1.88K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$1.26M |
| 2 |
Group One Trading
Chicago,
Illinois
|
-$623K |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$203K |
| 4 |
Simplex Trading
Chicago,
Illinois
|
-$186K |
| 5 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$88.4K |
UDN Hedge Fund Activity: Q2 2022 in Review
17 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco DB US Dollar Index Bearish Fund (UDN) for Q2 2022, worth a combined $11.7M — up 37% from $8.56M 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 7 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.87M. The largest seller was American Portfolios Advisors, cutting an estimated $1.26M.
- 17 institutional investors held Invesco DB US Dollar Index Bearish Fund (UDN) as of Q2 2022, up from 15 in Q1 2022.
- Funds reported $11.7M of Invesco DB US Dollar Index Bearish Fund stock for Q2 2022, up 37% quarter-over-quarter.
- 4 funds opened new Invesco DB US Dollar Index Bearish Fund positions in Q2 2022 and 2 closed out, a net change of +2 holders.
- The largest Invesco DB US Dollar Index Bearish Fund buyer in Q2 2022 was Morgan Stanley, an estimated $5.87M added.
- The largest Invesco DB US Dollar Index Bearish Fund seller in Q2 2022 was American Portfolios Advisors, an estimated $1.26M sold.
Based on aggregated 13F filings for Q2 2022.