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Invesco DB US Dollar Index Bullish Fund
UUP

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: 3 → 15 (+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: 111 → 149 (+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

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
+$284M
2
Wells Fargo
Wells Fargo
California
+$74.6M
3
3AM
3EDGE Asset Management
Florida
+$30.4M
4
NYLIM
New York Life Investment Management
New York
+$28.8M
5
II
Inspire Investing
Idaho
+$18.1M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
-$24.2M
2
Verition Fund Management
Verition Fund Management
Connecticut
-$10.5M
3
Jane Street
Jane Street
New York
-$7.87M
4
IMC Chicago
IMC Chicago
Illinois
-$4.7M
5
PFA
Pettinga Financial Advisors
Indiana
-$3.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
LMKC
76
L.M. Kohn & Company
Ohio
$909K -$45.9K -1,675 -5%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$904K – – –
JP Morgan Chase
78
JP Morgan Chase
New York
$896K -$800K -29,198 -48%
EH
79
Equitable Holdings
New York
$815K +$560K +20,420 +233%
WS
80
Wedbush Securities
California
$783K +$768K +28,000 New
Citigroup
81
Citigroup
New York
$769K -$326K -11,900 -30%
GCP
82
GSA Capital Partners
United Kingdom
$764K +$749K +27,328 New
TWC
83
TD Waterhouse Canada
Ontario, Canada
$757K +$739K +26,966 New
NL
84
NVWM LLC
Pennsylvania
$738K -$158K -5,771 -18%
DADC
85
D.A. Davidson & Co
Montana
$712K +$59.6K +2,175 +9%
Barclays
86
Barclays
United Kingdom
$699K +$545K +19,870 +387%
Koshinski Asset Management
87
Koshinski Asset Management
Illinois
$696K +$375K +13,685 +122%
PWM
88
Perigon Wealth Management
California
$685K -$3.7K -135 -0.5%
PAG
89
Private Advisor Group
New Jersey
$675K -$198K -7,204 -23%
AWM
90
Axxcess Wealth Management
California
$671K +$658K +24,000 New
RJA
91
Raymond James & Associates
Florida
$665K +$441K +16,087 +209%
TCA
92
Transcend Capital Advisors
New Jersey
$647K +$7.98K +291 +1%
SC
93
Solstein Capital
California
$627K -$238K -8,669 -28%
OLVIG
94
Oliver Lagore Vanvalin Investment Group
Michigan
$544K -$174K -6,335 -25%
BTWM
95
Baker Tilly Wealth Management
Wisconsin
$532K +$522K +19,041 New
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$505K +$495K +18,063 New
PFGIA
97
Patriot Financial Group Insurance Agency
Massachusetts
$466K +$326K +11,880 +248%
KAS
98
Kestra Advisory Services
Texas
$440K +$431K +15,737 New
FAIM
99
Financial Advocates Investment Management
Washington
$433K -$82.2K -3,000 -16%
TSS
100
Two Sigma Securities
New York
$425K -$290K -10,574 -41%
2 3
4
5 6

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.