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Invesco DB US Dollar Index Bearish Fund

25 hedge funds and large institutions have $19M invested in Invesco DB US Dollar Index Bearish Fund in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,895% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $280K

62% more capital invested

Capital invested by funds: $11.7M → $19M (+$7.25M)

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

7.74% more ownership

Funds ownership: 22.2%29.94% (+7.7%)

0% more funds holding

Funds holding: 2525 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
7
Closed
4
Calls
$11.2M
Puts
$280K
Net Calls
+$10.9M
Net Calls Change
+$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$6.68M +$6.54M +352,867 New
Jane Street
2
Jane Street
New York
$4.28M +$690K +37,250 +20%
SFS
3
Sowell Financial Services
Arkansas
$2.46M +$515K +27,802 +27%
DWA
4
Delos Wealth Advisors
Texas
$959K +$23.6K +1,272 +3%
CPP
5
Capasso Planning Partners
South Carolina
$774K +$757K +40,852 New
Bank of America
6
Bank of America
North Carolina
$610K +$88.6K +4,779 +17%
GS
7
GTS Securities
New York
$490K +$265K +14,289 +123%
ASN
8
Advisory Services Network
Georgia
$460K
CCB
9
Cutter & Co Brokerage
Missouri
$317K -$3.71K -200 -1%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$300K -$1.49M -80,211 -84%
Morgan Stanley
11
Morgan Stanley
New York
$281K +$8.71K +470 +3%
PVI
12
Pine Valley Investments
New Jersey
$273K -$11.1K -600 -4%
Wolverine Trading
13
Wolverine Trading
Illinois
$238K +$232K +12,515 New
PFS
14
Prospera Financial Services
Texas
$210K
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$195K +$191K +10,280 New
Citadel Advisors
16
Citadel Advisors
Florida
$129K +$123K +6,632 +3,454%
Osaic Holdings
17
Osaic Holdings
Arizona
$100K -$4.23K -228 -4%
SWM
18
Spire Wealth Management
Virginia
$92.7K +$19 +1 +0%
Group One Trading
19
Group One Trading
Illinois
$65.8K -$81.6K -4,400 -56%
UBS Group
20
UBS Group
Switzerland
$20.9K +$18.5K +1,000 +971%
AA
21
AlphaMark Advisors
Kentucky
$15K -$927 -50 -6%
CPA
22
Clear Point Advisors
New York
$11.1K
RA
23
Rise Advisors
New York
$5.16K -$4.15K -224 -45%
BTI
24
Blue Trust Inc
Georgia
$1.34K
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$1K

UDN Hedge Fund Activity: Q3 2024 in Review

25 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco DB US Dollar Index Bearish Fund (UDN) for Q3 2024, worth a combined $19M — up 62% from $11.7M a quarter earlier.

Fund positioning in UDN was balanced in Q3 2024: 4 funds opened new positions, 4 closed out, 9 added to existing stakes and 7 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $6.54M. The largest seller was Susquehanna International Group, cutting an estimated $1.49M.

  • 25 institutional investors held Invesco DB US Dollar Index Bearish Fund (UDN) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $19M of Invesco DB US Dollar Index Bearish Fund stock for Q3 2024, up 62% quarter-over-quarter.
  • 4 funds opened new Invesco DB US Dollar Index Bearish Fund positions in Q3 2024 and 4 closed out, a net change of 0 holders.
  • The largest Invesco DB US Dollar Index Bearish Fund buyer in Q3 2024 was LPL Financial, an estimated $6.54M added.
  • The largest Invesco DB US Dollar Index Bearish Fund seller in Q3 2024 was Susquehanna International Group, an estimated $1.49M sold.

Based on aggregated 13F filings for Q3 2024.