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Invesco DB US Dollar Index Bullish Fund

175 hedge funds and large institutions have $1.15B invested in Invesco DB US Dollar Index Bullish Fund in 2022 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 79 increasing their positions, 33 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 33

113% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 24

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

17% more funds holding

Funds holding: 149175 (+26)

10% more capital invested

Capital invested by funds: $1.05B → $1.15B (+$103M)

5.94% less ownership

Funds ownership: 62.42%56.48% (-5.9%)

41% less call options, than puts

Call options by funds: $215M | Put options by funds: $366M

Holders
175
Holders Change
+26
Holders Change %
+17.45%
% of All Funds
3.01%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.33%
New
51
Increased
79
Reduced
33
Closed
24
Calls
$215M
Puts
$366M
Net Calls
-$151M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
FFS
51
Founders Financial Securities
Maryland
$4.14M +$203K +7,009 +5%
CW
52
Connectus Wealth
Ohio
$4.11M -$6.2K -214 -0.2%
QA
53
Quantitative Advantage
Minnesota
$4.09M +$2.49K +86 +0.1%
Wellington Management Group
54
Wellington Management Group
Massachusetts
$4.07M
Citigroup
55
Citigroup
New York
$3.94M +$2.98M +103,000 +375%
IA
56
IFP Advisors
Florida
$3.88M +$4.53M +156,264 +41,449%
PMG
57
ProVise Management Group
Florida
$3.48M +$1.38M +47,495 +70%
WWM
58
WJ Wealth Management
Arizona
$3.48M +$3.35M +115,436 New
AFP
59
Ausdal Financial Partners
Iowa
$3.43M +$175K +6,040 +6%
SEA
60
Stegent Equity Advisors
Texas
$3.41M +$1.84M +63,426 +127%
WCA
61
Westover Capital Advisors
Delaware
$3.21M +$3.08M +106,315 New
JG
62
Jefferies Group
New York
$3.11M -$3.64M -125,672 -55%
LMKC
63
L.M. Kohn & Company
Ohio
$2.87M +$1.82M +62,793 +193%
CIBC World Market
64
CIBC World Market
Ontario, Canada
$2.77M +$1.15M +39,668 +76%
EH
65
Equitable Holdings
New York
$2.75M +$1.79M +61,931 +212%
Stifel Financial
66
Stifel Financial
Missouri
$2.68M -$202K -6,967 -7%
PA
67
PFG Advisors
Arizona
$2.67M +$807K +27,853 +46%
RWP
68
RWA Wealth Partners
Massachusetts
$2.57M +$390K +13,460 +19%
Bank of New York Mellon
69
Bank of New York Mellon
New York
$2.54M +$770K +26,575 +46%
LA
70
Latitude Advisors
Florida
$2.5M -$2.58M -89,134 -52%
HIC
71
Hartline Investment Corp
Illinois
$2.5M +$2.4M +82,926 New
BAAM
72
Baker Avenue Asset Management
California
$2.45M +$505K +17,439 +27%
CCMW
73
Cypress Capital Management (Wyoming)
Wyoming
$2.18M -$2.2M -76,083 -51%
Wolverine Trading
74
Wolverine Trading
Illinois
$2.1M +$2.02M +69,572 New
LNC
75
Lincoln National Corp
Pennsylvania
$1.85M +$315K +10,878 +22%

UUP Hedge Fund Activity: Q3 2022 in Review

175 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco DB US Dollar Index Bullish Fund (UUP) for Q3 2022, worth a combined $1.15B — up 9.8% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new UUP positions and 24 closed out — a net gain of 27 holders — while 79 added to existing stakes and 33 trimmed.

The largest buyer was Main Street Research, opening a new position worth an estimated $60.6M. The largest seller was Exchange Traded Concepts, exiting entirely with an estimated $290M sold.

  • 175 institutional investors held Invesco DB US Dollar Index Bullish Fund (UUP) as of Q3 2022, up from 149 in Q2 2022.
  • Funds reported $1.15B of Invesco DB US Dollar Index Bullish Fund stock for Q3 2022, up 9.8% quarter-over-quarter.
  • 51 funds opened new Invesco DB US Dollar Index Bullish Fund positions in Q3 2022 and 24 closed out, a net change of +27 holders.
  • The largest Invesco DB US Dollar Index Bullish Fund buyer in Q3 2022 was Main Street Research, an estimated $60.6M added.
  • The largest Invesco DB US Dollar Index Bullish Fund seller in Q3 2022 was Exchange Traded Concepts, an estimated $290M sold.

Based on aggregated 13F filings for Q3 2022.