We are live on ! Find out more
UUP icon

Invesco DB US Dollar Index Bullish Fund

149 hedge funds and large institutions have $1.05B invested in Invesco DB US Dollar Index Bullish Fund in 2022 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 315 (+12)

186% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 21

126% more capital invested

Capital invested by funds: $466M → $1.05B (+$585M)

34% more funds holding

Funds holding: 111149 (+38)

29% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 34

13.09% more ownership

Funds ownership: 49.34%62.42% (+13%)

36% less call options, than puts

Call options by funds: $83.7M | Put options by funds: $131M

Holders
149
Holders Change
+38
Holders Change %
+34.23%
% of All Funds
2.51%
Holding in Top 10
15
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+400%
% of All Funds
0.25%
New
60
Increased
44
Reduced
34
Closed
21
Calls
$83.7M
Puts
$131M
Net Calls
-$47.5M
Net Calls Change
-$22M
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
51
Dorsey Wright & Associates
California
$2.82M +$2.77M +100,945 New
NFG
52
Norris Financial Group
South Carolina
$2.77M +$2.72M +99,226 New
Stifel Financial
53
Stifel Financial
Missouri
$2.68M +$98.7K +3,601 +4%
Lazard Asset Management
54
Lazard Asset Management
New York
$2.65M +$9.16K +334 +0.4%
NA
55
NewEdge Advisors
Louisiana
$2.3M +$2.25M +82,085 New
IFG
56
Independent Financial Group
California
$2.24M +$2.2M +80,280 New
RWP
57
RWA Wealth Partners
Massachusetts
$2.01M +$1.97M +71,783 New
PMG
58
ProVise Management Group
Florida
$1.9M +$1.86M +67,923 New
Citadel Advisors
59
Citadel Advisors
Florida
$1.8M -$1.45M -53,002 -45%
BAAM
60
Baker Avenue Asset Management
California
$1.79M +$1.75M +63,894 New
PA
61
PFG Advisors
Arizona
$1.69M +$1.18M +42,969 +244%
TI
62
Tidal Investments
Wisconsin
$1.62M +$619K +22,563 +64%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$1.61M +$1.58M +57,724 New
CIBC World Market
64
CIBC World Market
Ontario, Canada
$1.46M +$1.43M +52,283 New
CAN
65
Cetera Advisor Networks
California
$1.46M -$180K -6,569 -11%
LNC
66
Lincoln National Corp
Pennsylvania
$1.41M +$736K +26,844 +113%
SEA
67
Stegent Equity Advisors
Texas
$1.39M +$1.37M +49,793 New
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$1.32M +$1.01M +36,700 +343%
BCM
69
Brookstone Capital Management
Illinois
$1.29M +$640K +23,342 +107%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$1.14M +$303K +11,039 +37%
BAM
71
Belpointe Asset Management
Nevada
$1.12M +$1.1M +40,125 New
MFG
72
Menard Financial Group
Texas
$1.06M +$1.04M +38,054 New
SG Americas Securities
73
SG Americas Securities
New York
$1.02M -$2.76M -100,647 -73%
FIA
74
Foundations Investment Advisors
Arizona
$1M +$964K +35,149 New
SAM
75
Strategy Asset Managers
California
$949K +$930K +33,935 New

UUP Hedge Fund Activity: Q2 2022 in Review

149 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco DB US Dollar Index Bullish Fund (UUP) for Q2 2022, worth a combined $1.05B — up 126% from $466M a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new UUP positions and 21 closed out — a net gain of 39 holders — while 44 added to existing stakes and 34 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $284M. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $24.2M sold.

  • 149 institutional investors held Invesco DB US Dollar Index Bullish Fund (UUP) as of Q2 2022, up from 111 in Q1 2022.
  • Funds reported $1.05B of Invesco DB US Dollar Index Bullish Fund stock for Q2 2022, up 126% quarter-over-quarter.
  • 60 funds opened new Invesco DB US Dollar Index Bullish Fund positions in Q2 2022 and 21 closed out, a net change of +39 holders.
  • The largest Invesco DB US Dollar Index Bullish Fund buyer in Q2 2022 was Exchange Traded Concepts, an estimated $284M added.
  • The largest Invesco DB US Dollar Index Bullish Fund seller in Q2 2022 was Ocean Park Asset Management, an estimated $24.2M sold.

Based on aggregated 13F filings for Q2 2022.