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Invesco DB US Dollar Index Bullish Fund

66 hedge funds and large institutions have $189M invested in Invesco DB US Dollar Index Bullish Fund in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $74.5M | Put options by funds: $40.2M

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

13% more capital invested

Capital invested by funds: $167M → $189M (+$21.7M)

6% more funds holding

Funds holding: 6266 (+4)

1.14% more ownership

Funds ownership: 42.88%44.02% (+1.1%)

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

Holders
66
Holders Change
+4
Holders Change %
+6.45%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
21
Reduced
20
Closed
13
Calls
$74.5M
Puts
$40.2M
Net Calls
+$34.3M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
51
Main Street Financial Solutions
Pennsylvania
$207K +$9.94K +406 +5%
FHA
52
Flagship Harbor Advisors
Massachusetts
$170K +$168K +6,845 New
4FG
53
4Thought Financial Group
New York
$123K -$70.7K -2,886 -37%
EDRH
54
Edmond de Rothschild Holding
Switzerland
$73K +$72.2K +2,950 New
CFA
55
Carroll Financial Associates
North Carolina
$57K
HI
56
Harbour Investments
Wisconsin
$44K -$126K -5,159 -74%
Walleye Trading
57
Walleye Trading
New York
$44K +$43.7K +1,787 New
ASN
58
Advisory Services Network
Georgia
$26K +$25.7K +1,050 New
SWM
59
Spire Wealth Management
Virginia
$25K
Citigroup
60
Citigroup
New York
$21K -$2.45K -100 -11%
HCP
61
Hexagon Capital Partners
Arkansas
$8K
GWM
62
Geneos Wealth Management
Colorado
$7K
NFG
63
Next Financial Group
Texas
$6K
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$6K +$6.54K +267 New
TRCT
65
Tower Research Capital (TRC)
New York
$4K -$39.1K -1,599 -91%
JCM
66
Jacobi Capital Management
Pennsylvania
$1K
IA
67
IFP Advisors
Florida
-$1.69M -69,024 Closed
RJA
68
Raymond James & Associates
Florida
-$1.5M -59,855 Closed
BA
69
Ballew Advisors
Mississippi
-$1.13M -45,000 Closed
Wolverine Trading
70
Wolverine Trading
Illinois
-$1M -40,915 Closed
CF
71
Clarity Financial
Texas
-$1.01M -40,318 Closed
CG
72
Cutler Group
California
-$969K -39,600 Closed
NL
73
NVWM LLC
Pennsylvania
-$301K -11,985 Closed
PA
74
Paragon Advisors
Texas
-$216K -8,607 Closed
PCIA
75
Prime Capital Investment Advisors
Kansas
-$60K -2,386 Closed

UUP Hedge Fund Activity: Q2 2021 in Review

66 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco DB US Dollar Index Bullish Fund (UUP) for Q2 2021, worth a combined $189M — up 13% from $167M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new UUP positions and 13 closed out — a net gain of 4 holders — while 21 added to existing stakes and 20 trimmed.

The largest buyer was IndexIQ Advisors, adding an estimated $25.4M. The largest seller was Citadel Advisors, cutting an estimated $11.8M.

  • 66 institutional investors held Invesco DB US Dollar Index Bullish Fund (UUP) as of Q2 2021, up from 62 in Q1 2021.
  • Funds reported $189M of Invesco DB US Dollar Index Bullish Fund stock for Q2 2021, up 13% quarter-over-quarter.
  • 17 funds opened new Invesco DB US Dollar Index Bullish Fund positions in Q2 2021 and 13 closed out, a net change of +4 holders.
  • The largest Invesco DB US Dollar Index Bullish Fund buyer in Q2 2021 was IndexIQ Advisors, an estimated $25.4M added.
  • The largest Invesco DB US Dollar Index Bullish Fund seller in Q2 2021 was Citadel Advisors, an estimated $11.8M sold.

Based on aggregated 13F filings for Q2 2021.