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Invesco DB US Dollar Index Bullish Fund
UUP

75 hedge funds and large institutions have $494M invested in Invesco DB US Dollar Index Bullish Fund in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more capital invested

Capital invested by funds: $253M → $494M (+$241M)

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

45% more call options, than puts

Call options by funds: $97.4M | Put options by funds: $67.2M

13.9% more ownership

Funds ownership: 52.84% → 66.75% (+14%)

14% more funds holding

Funds holding: 66 → 75 (+9)

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

Holders
75
Holders Change
+9
Holders Change %
+13.64%
% of All Funds
1.51%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.06%
New
26
Increased
20
Reduced
22
Closed
17
Calls
$97.4M
Puts
$67.2M
Net Calls
+$30.3M
Net Calls Change
+$12M

Top Buyers

Rank Fund Capital Flow
1
FIA
Foundations Investment Advisors
Arizona
+$119M
2
ETC
Exchange Traded Concepts
Oklahoma
+$103M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$21.5M
4
GM
GeoWealth Management
Illinois
+$18.5M
5
UBS Group
UBS Group
Switzerland
+$10.2M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$18.1M
2
Morgan Stanley
Morgan Stanley
New York
-$7.14M
3
SC
Scotia Capital
Ontario, Canada
-$4.21M
4
Deutsche Bank
Deutsche Bank
Germany
-$4.21M
5
Ameriprise
Ameriprise
Minnesota
-$3.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC World Market
26
CIBC World Market
Ontario, Canada
$1.43M +$1.43M +56,257 New
RJA
27
Raymond James & Associates
Florida
$1.34M +$111K +4,382 +9%
AI
28
Atria Investments
North Carolina
$1.25M +$1.25M +49,380 New
TF
29
Trek Financial
Arizona
$1.25M +$1.25M +49,380 New
FAAS
30
First Allied Advisory Services
California
$1.22M +$28.9K +1,138 +2%
CAN
31
Cetera Advisor Networks
California
$934K +$895K +35,242 +2,197%
PAG
32
Private Advisor Group
New Jersey
$922K -$2.72M -106,884 -75%
TI
33
Trexquant Investment
Connecticut
$853K +$855K +33,659 New
Osaic Holdings
34
Osaic Holdings
Arizona
$801K +$243K +9,573 +44%
TSS
35
Two Sigma Securities
New York
$777K -$330 -13 -0%
FAIM
36
Financial Advocates Investment Management
Washington
$768K +$229K +9,018 +44%
Acadian Asset Management
37
Acadian Asset Management
Massachusetts
$727K +$55K +2,165 +8%
VAM
38
Verity Asset Management
North Carolina
$701K +$7.75K +305 +1%
MIAN
39
Mariner Independent Advisor Network
Kansas
$624K +$234K +9,227 +60%
Wells Fargo
40
Wells Fargo
California
$607K -$722K -28,442 -54%
William Blair & Company
41
William Blair & Company
Illinois
$421K +$422K +16,625 New
IA
42
IFP Advisors
Florida
$404K -$214K -8,414 -34%
TCM
43
Tuttle Capital Management
Connecticut
$362K +$363K +14,298 New
SG Americas Securities
44
SG Americas Securities
New York
$340K -$25.9K -1,020 -7%
JP Morgan Chase
45
JP Morgan Chase
New York
$328K +$88.4K +3,482 +37%
PA
46
Paragon Advisors
Texas
$325K -$76.3K -3,003 -19%
MA
47
MONECO Advisors
Connecticut
$303K -$75.8K -2,986 -20%
HighTower Advisors
48
HighTower Advisors
Illinois
$298K – – –
XS
49
XR Securities
Illinois
$268K +$268K +10,562 New
AAS
50
Avantax Advisory Services
Texas
$264K +$264K +10,375 New
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UUP Hedge Fund Activity: Q3 2020 in Review

75 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco DB US Dollar Index Bullish Fund (UUP) for Q3 2020, worth a combined $494M — up 95% from $253M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new UUP positions and 17 closed out — a net gain of 9 holders — while 20 added to existing stakes and 22 trimmed.

The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $119M. The largest seller was Citadel Advisors, cutting an estimated $18.1M.

  • 75 institutional investors held Invesco DB US Dollar Index Bullish Fund (UUP) as of Q3 2020, up from 66 in Q2 2020.
  • Funds reported $494M of Invesco DB US Dollar Index Bullish Fund stock for Q3 2020, up 95% quarter-over-quarter.
  • 26 funds opened new Invesco DB US Dollar Index Bullish Fund positions in Q3 2020 and 17 closed out, a net change of +9 holders.
  • The largest Invesco DB US Dollar Index Bullish Fund buyer in Q3 2020 was Foundations Investment Advisors, an estimated $119M added.
  • The largest Invesco DB US Dollar Index Bullish Fund seller in Q3 2020 was Citadel Advisors, an estimated $18.1M sold.

Based on aggregated 13F filings for Q3 2020.