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Invesco DB US Dollar Index Bullish Fund

75 hedge funds and large institutions have $318M invested in Invesco DB US Dollar Index Bullish Fund in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 12 increasing their positions, 36 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more call options, than puts

Call options by funds: $653M | Put options by funds: $126M

0.04% more ownership

Funds ownership: 39.65%39.69% (+0.04%)

22% less funds holding

Funds holding: 9675 (-21)

59% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 34

67% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 36

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

87% less capital invested

Capital invested by funds: $2.39B → $318M (-$2.07B)

Holders
75
Holders Change
-21
Holders Change %
-21.88%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.03%
New
14
Increased
12
Reduced
36
Closed
34
Calls
$653M
Puts
$126M
Net Calls
+$527M
Net Calls Change
+$347M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$513K -$5.75M -227,454 -92%
Simplex Trading
52
Simplex Trading
Illinois
$464K +$478K +18,925 New
HFS
53
HL Financial Services
Kentucky
$419K -$44K -1,739 -9%
JP Morgan Chase
54
JP Morgan Chase
New York
$387K -$124K -4,886 -24%
Walleye Trading
55
Walleye Trading
New York
$383K +$395K +15,622 New
SCM
56
Symons Capital Management
Pennsylvania
$379K -$15.4K -610 -4%
Allianz Asset Management
57
Allianz Asset Management
Germany
$317K +$73.3K +2,900 +29%
SI
58
SII Investments
Wisconsin
$315K
CAN
59
Cetera Advisor Networks
California
$308K -$13.2K -523 -4%
HighTower Advisors
60
HighTower Advisors
Illinois
$264K -$87.8K -3,474 -24%
WCM
61
Windward Capital Management
California
$207K
AIG
62
American International Group
New York
$203K -$94.6K -3,744 -31%
GWM
63
Gupta Wealth Management
California
$187K +$192K +7,600 New
WAS
64
WESPAC Advisors SoCal
California
$112K +$1.9K +75 +2%
PCM
65
Prelude Capital Management
New York
$110K
Creative Planning
66
Creative Planning
Kansas
$73K -$15.2K -602 -17%
ASN
67
Advisory Services Network
Georgia
$47K
CFA
68
Carroll Financial Associates
North Carolina
$17K
KF
69
Krilogy Financial
Missouri
$10K
HR
70
Howe & Rusling
New York
$3K
CFA
71
Camarda Financial Advisors
Florida
$2K -$160K -6,337 -99%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$2K -$12.6K -500 -83%
M
73
MOTCO
Texas
$2K
N
74
Nuveen
North Carolina
$1.5K +$1.54M +61,100 New
PWAG
75
Polaris Wealth Advisory Group
California
-$10.7M -415,653 Closed

UUP Hedge Fund Activity: Q1 2016 in Review

75 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Invesco DB US Dollar Index Bullish Fund (UUP) for Q1 2016, worth a combined $318M — down 87% from $2.39B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of UUP and 14 opened new positions — a net loss of 20 holders — while 36 trimmed existing stakes and 12 added.

The largest buyer was Goldman Sachs, adding an estimated $16.2M. The largest seller was UBS Group, cutting an estimated $15.3M.

  • 75 institutional investors held Invesco DB US Dollar Index Bullish Fund (UUP) as of Q1 2016, down from 96 in Q4 2015.
  • Funds reported $318M of Invesco DB US Dollar Index Bullish Fund stock for Q1 2016, down 87% quarter-over-quarter.
  • 14 funds opened new Invesco DB US Dollar Index Bullish Fund positions in Q1 2016 and 34 closed out, a net change of -20 holders.
  • The largest Invesco DB US Dollar Index Bullish Fund buyer in Q1 2016 was Goldman Sachs, an estimated $16.2M added.
  • The largest Invesco DB US Dollar Index Bullish Fund seller in Q1 2016 was UBS Group, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2016.