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Invesco DB US Dollar Index Bearish Fund

23 hedge funds and large institutions have $10.2M invested in Invesco DB US Dollar Index Bearish Fund in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,507% more call options, than puts

Call options by funds: $10.6M | Put options by funds: $406K

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

8% less funds holding

Funds holding: 2523 (-2)

10.02% less ownership

Funds ownership: 29.94%19.92% (-10%)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

46% less capital invested

Capital invested by funds: $19M → $10.2M (-$8.82M)

Holders
23
Holders Change
-2
Holders Change %
-8%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
6
Closed
7
Calls
$10.6M
Puts
$406K
Net Calls
+$10.2M
Net Calls Change
-$726K
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$3.74M -$40K -2,216 -1%
FTUS
2
Flow Traders U.S.
New York
$1.83M +$1.98M +109,759 New
PVI
3
Pine Valley Investments
New Jersey
$804K +$608K +33,702 +234%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$789K +$566K +31,394 +198%
Citadel Advisors
5
Citadel Advisors
Florida
$648K +$576K +31,963 +468%
Bank of America
6
Bank of America
North Carolina
$492K -$50.6K -2,807 -9%
ASN
7
Advisory Services Network
Georgia
$419K -$11.1K -616 -2%
CCB
8
Cutter & Co Brokerage
Missouri
$279K
KWA
9
Kingswood Wealth Advisors
California
$271K +$292K +16,211 New
HF
10
HRT Financial
New York
$218K +$236K +13,105 New
PFS
11
Prospera Financial Services
Texas
$185K
Morgan Stanley
12
Morgan Stanley
New York
$111K -$148K -8,221 -55%
Simplex Trading
13
Simplex Trading
Illinois
$91K +$99K +5,492 New
SWM
14
Spire Wealth Management
Virginia
$81.8K
Group One Trading
15
Group One Trading
Illinois
$74.5K +$17.8K +986 +28%
UBS Group
16
UBS Group
Switzerland
$52.1K +$36.4K +2,016 +183%
DWA
17
Delos Wealth Advisors
Texas
$38.9K -$871K -48,300 -95%
AA
18
AlphaMark Advisors
Kentucky
$13K
RMP
19
Richards, Merrill & Peterson
Washington
$5.01K +$5.41K +300 New
RA
20
Rise Advisors
New York
$4.79K +$270 +15 +6%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.67K -$93.7K -5,194 -98%
BTI
22
Blue Trust Inc
Georgia
$1.25K
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$1K
LPL Financial
24
LPL Financial
California
-$6.68M -352,867 Closed
SFS
25
Sowell Financial Services
Arkansas
-$2.46M -130,005 Closed

UDN Hedge Fund Activity: Q4 2024 in Review

23 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco DB US Dollar Index Bearish Fund (UDN) for Q4 2024, worth a combined $10.2M — down 46% from $19M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of UDN and 5 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 6 added.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $1.98M. The largest seller was LPL Financial, exiting entirely with an estimated $6.68M sold.

  • 23 institutional investors held Invesco DB US Dollar Index Bearish Fund (UDN) as of Q4 2024, down from 25 in Q3 2024.
  • Funds reported $10.2M of Invesco DB US Dollar Index Bearish Fund stock for Q4 2024, down 46% quarter-over-quarter.
  • 5 funds opened new Invesco DB US Dollar Index Bearish Fund positions in Q4 2024 and 7 closed out, a net change of -2 holders.
  • The largest Invesco DB US Dollar Index Bearish Fund buyer in Q4 2024 was Flow Traders U.S., an estimated $1.98M added.
  • The largest Invesco DB US Dollar Index Bearish Fund seller in Q4 2024 was LPL Financial, an estimated $6.68M sold.

Based on aggregated 13F filings for Q4 2024.