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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
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$945K +$5.66K +218 +0.6%
TI
52
Tidal Investments
Wisconsin
$929K +$916K +35,309 New
LMKC
53
L.M. Kohn & Company
Ohio
$899K +$886K +34,155 New
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$850K +$451K +17,395 +116%
NL
55
NVWM LLC
Pennsylvania
$846K +$835K +32,180 New
PAG
56
Private Advisor Group
New Jersey
$824K +$813K +31,339 New
SC
57
Solstein Capital
California
$818K -$249K -9,580 -24%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$779K +$309K +11,898 +67%
TSS
59
Two Sigma Securities
New York
$678K +$70.9K +2,733 +12%
OLVIG
60
Oliver Lagore Vanvalin Investment Group
Michigan
$670K +$669K +25,797 New
VHAM
61
Van Hulzen Asset Management
California
$668K -$25.7K -990 -4%
BCP
62
Blue Chip Partners
Michigan
$652K +$643K +24,803 New
PWM
63
Perigon Wealth Management
California
$648K +$639K +24,635 New
LNC
64
Lincoln National Corp
Pennsylvania
$623K +$119K +4,583 +24%
DADC
65
D.A. Davidson & Co
Montana
$613K +$604K +23,292 New
TCA
66
Transcend Capital Advisors
New Jersey
$601K +$193K +7,425 +48%
BCM
67
Brookstone Capital Management
Illinois
$585K +$568K +21,898 New
AWA
68
Arkadios Wealth Advisors
Georgia
$570K +$97.8K +3,769 +21%
OPS
69
Orion Portfolio Solutions
Nebraska
$489K +$183K +7,071 +61%
FAIM
70
Financial Advocates Investment Management
Washington
$487K -$565K -21,788 -54%
PA
71
PFG Advisors
Arizona
$463K +$457K +17,622 New
AIP
72
Almanack Investment Partners
Pennsylvania
$435K
William Blair & Company
73
William Blair & Company
Illinois
$391K -$28.5K -1,100 -7%
FAT
74
First American Trust
California
$346K +$341K +13,146 New
FA
75
Flagstar Advisors
New York
$341K +$337K +12,983 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.