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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
PCIA
51
Prime Capital Investment Advisors
Kansas
$60K +$3.17K +129 +6%
CFA
52
Carroll Financial Associates
North Carolina
$57K
AIC
53
Ameritas Investment Company
Nebraska
$50.2K +$49.1K +2,000 New
TRCT
54
Tower Research Capital (TRC)
New York
$44K +$2.4K +98 +6%
SWM
55
Spire Wealth Management
Virginia
$25K +$24.5K +1,000 New
Citigroup
56
Citigroup
New York
$23K
SFS
57
Sowell Financial Services
Arkansas
$16K
HCP
58
Hexagon Capital Partners
Arkansas
$8K
MF
59
Manchester Financial
California
$8K +$7.83K +319 New
GWM
60
Geneos Wealth Management
Colorado
$7K
NFG
61
Next Financial Group
Texas
$6K
Creative Planning
62
Creative Planning
Kansas
$4K +$4.1K +167 New
JCM
63
Jacobi Capital Management
Pennsylvania
$1K
HT
64
HAP Trading
New York
-$2.35M -97,130 Closed
Simplex Trading
65
Simplex Trading
Illinois
-$1.06M -43,168 Closed
PAG
66
Private Advisor Group
New Jersey
-$853K -35,187 Closed
CIBC World Market
67
CIBC World Market
Ontario, Canada
-$665K -27,445 Closed
MIAN
68
Mariner Independent Advisor Network
Kansas
-$568K -23,439 Closed
SS
69
Simplicity Solutions
Minnesota
-$542K -22,355 Closed
Deutsche Bank
70
Deutsche Bank
Germany
-$424K -17,474 Closed
HF
71
HRT Financial
New York
-$244K -10,083 Closed
XS
72
XR Securities
Illinois
-$224K -9,112 Closed
AIC
73
Archer Investment Corporation
Indiana
-$72.7K -3,000 Closed
ASN
74
Advisory Services Network
Georgia
-$57K -2,334 Closed
Parallax Volatility Advisers
75
Parallax Volatility Advisers
California
-$4K -171 Closed

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.