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Invesco DB US Dollar Index Bullish Fund

67 hedge funds and large institutions have $164M invested in Invesco DB US Dollar Index Bullish Fund in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $151M → $164M (+$12.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

0.54% less ownership

Funds ownership: 30.67%30.13% (-0.54%)

6% less funds holding

Funds holding: 7167 (-4)

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

31% less call options, than puts

Call options by funds: $22.8M | Put options by funds: $33.3M

Holders
67
Holders Change
-4
Holders Change %
-5.63%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
19
Reduced
19
Closed
19
Calls
$22.8M
Puts
$33.3M
Net Calls
-$10.5M
Net Calls Change
+$95.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AGA
26
Accuvest Global Advisors
Utah
$999K -$4.06M -161,585 -80%
QAM
27
Quantres Asset Management
Cayman Islands
$884K +$1.58K +63 +0.2%
VAM
28
Verity Asset Management
North Carolina
$763K -$23.6K -938 -3%
KWM
29
Kingsview Wealth Management
Oregon
$678K +$675K +26,854 New
MIAN
30
Mariner Independent Advisor Network
Kansas
$668K +$665K +26,445 New
HH
31
Hilltop Holdings
Texas
$635K +$632K +25,136 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$545K +$3.77K +150 +0.7%
SC
33
Solstein Capital
California
$530K
RIA
34
Regal Investment Advisors
Michigan
$482K +$17.2K +686 +4%
AG
35
Advisor Group
Arizona
$419K +$197K +7,852 +90%
HighTower Advisors
36
HighTower Advisors
Illinois
$403K +$50.3K +2,000 +14%
CCM
37
Crabel Capital Management
California
$375K
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$352K -$70.7K -2,814 -17%
IA
39
IFP Advisors
Florida
$323K +$201K +7,986 +167%
Goldman Sachs
40
Goldman Sachs
New York
$310K -$140K -5,571 -31%
HT
41
HAP Trading
New York
$309K -$741K -29,500 -71%
FAT
42
First American Trust
California
$289K +$288K +11,445 New
MML Investors Services
43
MML Investors Services
Massachusetts
$282K +$48.5K +1,931 +21%
XS
44
XR Securities
Illinois
$250K +$249K +9,900 New
PCIA
45
Prime Capital Investment Advisors
Kansas
$184K -$152K -6,046 -45%
FANJ
46
Financial Architects (New Jersey)
New Jersey
$180K +$179K +7,120 New
Citigroup
47
Citigroup
New York
$163K -$50.3K -2,000 -24%
IA
48
IndexIQ Advisors
New York
$153K +$9.78K +389 +7%
BAM
49
Belpointe Asset Management
Nevada
$153K +$153K +6,073 New
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$148K -$619K -24,633 -81%

UUP Hedge Fund Activity: Q3 2018 in Review

67 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco DB US Dollar Index Bullish Fund (UUP) for Q3 2018, worth a combined $164M — up 8.1% from $151M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of UUP and 15 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 19 added.

The largest buyer was UBS Group, adding an estimated $13.2M. The largest seller was Accuvest Global Advisors, cutting an estimated $4.06M.

  • 67 institutional investors held Invesco DB US Dollar Index Bullish Fund (UUP) as of Q3 2018, down from 71 in Q2 2018.
  • Funds reported $164M of Invesco DB US Dollar Index Bullish Fund stock for Q3 2018, up 8.1% quarter-over-quarter.
  • 15 funds opened new Invesco DB US Dollar Index Bullish Fund positions in Q3 2018 and 19 closed out, a net change of -4 holders.
  • The largest Invesco DB US Dollar Index Bullish Fund buyer in Q3 2018 was UBS Group, an estimated $13.2M added.
  • The largest Invesco DB US Dollar Index Bullish Fund seller in Q3 2018 was Accuvest Global Advisors, an estimated $4.06M sold.

Based on aggregated 13F filings for Q3 2018.