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Invesco DB US Dollar Index Bullish Fund

62 hedge funds and large institutions have $167M invested in Invesco DB US Dollar Index Bullish Fund in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $77.4M | Put options by funds: $53.5M

2% more capital invested

Capital invested by funds: $164M → $167M (+$3.69M)

0% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 20

1.25% less ownership

Funds ownership: 44.13%42.88% (-1.3%)

3% less funds holding

Funds holding: 6462 (-2)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
20
Reduced
20
Closed
15
Calls
$77.4M
Puts
$53.5M
Net Calls
+$23.9M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CF
26
Clarity Financial
Texas
$1.01M -$7.95K -324 -0.8%
CG
27
Cutler Group
California
$994K -$2.13M -86,753 -69%
PFA
28
Pettinga Financial Advisors
Indiana
$749K +$66.2K +2,700 +10%
AWM
29
AE Wealth Management
Kansas
$746K +$131K +5,339 +22%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$721K +$11.5K +469 +2%
VAM
31
Verity Asset Management
North Carolina
$684K -$82.8K -3,376 -11%
FIA
32
Foundations Investment Advisors
Arizona
$552K -$51.2K -2,086 -9%
FAIM
33
Financial Advocates Investment Management
Washington
$520K -$120K -4,905 -19%
AIP
34
Almanack Investment Partners
Pennsylvania
$441K
IA
35
IndexIQ Advisors
New York
$430K +$326K +13,269 +344%
William Blair & Company
36
William Blair & Company
Illinois
$416K -$1.84K -75 -0.5%
FFN
37
Focus Financial Network
Minnesota
$347K +$339K +13,823 New
TSS
38
Two Sigma Securities
New York
$337K -$271K -11,036 -45%
HighTower Advisors
39
HighTower Advisors
Illinois
$334K +$38K +1,550 +13%
NL
40
NVWM LLC
Pennsylvania
$301K -$172K -7,005 -37%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$273K -$97.8K -3,987 -27%
WS
42
Wedbush Securities
California
$266K +$259K +10,571 New
GM
43
GeoWealth Management
Illinois
$265K -$142K -5,780 -35%
Bank of America
44
Bank of America
North Carolina
$257K -$240K -9,787 -49%
PA
45
Paragon Advisors
Texas
$216K -$47.6K -1,941 -18%
KA
46
Kovack Advisors
Florida
$213K +$208K +8,475 New
MSFS
47
Main Street Financial Solutions
Pennsylvania
$200K +$195K +7,947 New
4FG
48
4Thought Financial Group
New York
$197K +$193K +7,853 New
HI
49
Harbour Investments
Wisconsin
$174K +$170K +6,929 New
JP Morgan Chase
50
JP Morgan Chase
New York
$79K +$1.62K +66 +2%

UUP Hedge Fund Activity: Q1 2021 in Review

62 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco DB US Dollar Index Bullish Fund (UUP) for Q1 2021, worth a combined $167M — up 2.3% from $164M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of UUP and 13 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 20 added.

The largest buyer was Osborne Partners Capital Management, opening a new position worth an estimated $11M. The largest seller was Citadel Advisors, cutting an estimated $20M.

  • 62 institutional investors held Invesco DB US Dollar Index Bullish Fund (UUP) as of Q1 2021, down from 64 in Q4 2020.
  • Funds reported $167M of Invesco DB US Dollar Index Bullish Fund stock for Q1 2021, up 2.3% quarter-over-quarter.
  • 13 funds opened new Invesco DB US Dollar Index Bullish Fund positions in Q1 2021 and 15 closed out, a net change of -2 holders.
  • The largest Invesco DB US Dollar Index Bullish Fund buyer in Q1 2021 was Osborne Partners Capital Management, an estimated $11M added.
  • The largest Invesco DB US Dollar Index Bullish Fund seller in Q1 2021 was Citadel Advisors, an estimated $20M sold.

Based on aggregated 13F filings for Q1 2021.