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Invesco DB US Dollar Index Bullish Fund

111 hedge funds and large institutions have $466M invested in Invesco DB US Dollar Index Bullish Fund in 2022 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 42 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 14

121% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 19

54% more capital invested

Capital invested by funds: $302M → $466M (+$163M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more funds holding

Funds holding: 84111 (+27)

6.3% more ownership

Funds ownership: 43.03%49.34% (+6.3%)

27% less call options, than puts

Call options by funds: $68.9M | Put options by funds: $94.3M

Holders
111
Holders Change
+27
Holders Change %
+32.14%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
44
Increased
42
Reduced
19
Closed
14
Calls
$68.9M
Puts
$94.3M
Net Calls
-$25.4M
Net Calls Change
-$71.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
26
Camarda Financial Advisors
Florida
$4.77M +$4.7M +181,216 New
IMC Chicago
27
IMC Chicago
Illinois
$4.51M +$4.45M +171,557 New
RJFSA
28
Raymond James Financial Services Advisors
Florida
$4.39M -$57K -2,199 -1%
Osaic Holdings
29
Osaic Holdings
Arizona
$4.04M +$2.89M +111,361 +256%
EWM
30
Executive Wealth Management
Michigan
$3.93M +$3.87M +149,349 New
PFA
31
Pettinga Financial Advisors
Indiana
$3.79M -$477K -18,400 -11%
SCA
32
Sage Capital Advisors
South Dakota
$3.77M +$109K +4,191 +3%
SG Americas Securities
33
SG Americas Securities
New York
$3.6M -$1.45M -55,942 -29%
Wellington Management Group
34
Wellington Management Group
Massachusetts
$3.55M
QA
35
Quantitative Advantage
Minnesota
$3.37M +$487K +18,790 +17%
Citadel Advisors
36
Citadel Advisors
Florida
$3.09M -$4.47M -172,481 -59%
AWM
37
AE Wealth Management
Kansas
$2.79M +$1.94M +74,887 +240%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$2.53M +$2.5M +96,350 New
Lazard Asset Management
39
Lazard Asset Management
New York
$2.49M +$2.46M +94,657 New
Stifel Financial
40
Stifel Financial
Missouri
$2.42M +$2.39M +92,187 New
HF
41
HRT Financial
New York
$2.23M +$2.2M +84,920 New
AFP
42
Ausdal Financial Partners
Iowa
$2.01M +$1.98M +76,408 New
ASN
43
Advisory Services Network
Georgia
$1.98M +$1.95M +75,145 New
JP Morgan Chase
44
JP Morgan Chase
New York
$1.61M -$3.48M -134,058 -69%
CAN
45
Cetera Advisor Networks
California
$1.54M +$106K +4,075 +7%
RG
46
Retirement Group
California
$1.47M +$1.45M +55,876 New
IIC
47
Integrated Investment Consultants
Michigan
$1.34M +$1.33M +51,095 New
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$1.16M -$156K -6,020 -12%
CG
49
Cutler Group
California
$1.12M +$888K +34,247 +408%
Citigroup
50
Citigroup
New York
$1.04M +$1.02M +39,400 New

UUP Hedge Fund Activity: Q1 2022 in Review

111 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco DB US Dollar Index Bullish Fund (UUP) for Q1 2022, worth a combined $466M — up 54% from $302M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new UUP positions and 14 closed out — a net gain of 30 holders — while 42 added to existing stakes and 19 trimmed.

The largest buyer was Bank of America, adding an estimated $32.6M. The largest seller was Ocean Park Asset Management, cutting an estimated $35.6M.

  • 111 institutional investors held Invesco DB US Dollar Index Bullish Fund (UUP) as of Q1 2022, up from 84 in Q4 2021.
  • Funds reported $466M of Invesco DB US Dollar Index Bullish Fund stock for Q1 2022, up 54% quarter-over-quarter.
  • 44 funds opened new Invesco DB US Dollar Index Bullish Fund positions in Q1 2022 and 14 closed out, a net change of +30 holders.
  • The largest Invesco DB US Dollar Index Bullish Fund buyer in Q1 2022 was Bank of America, an estimated $32.6M added.
  • The largest Invesco DB US Dollar Index Bullish Fund seller in Q1 2022 was Ocean Park Asset Management, an estimated $35.6M sold.

Based on aggregated 13F filings for Q1 2022.