Invesco DB US Dollar Index Bullish Fund
UUP
87 hedge funds and large institutions have $228M invested in Invesco DB US Dollar Index Bullish Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 41 reducing their positions, and 22 closing their positions.
9% less funds holding
Funds holding: 96 → 87 (-9)
32% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 22
39.46% less ownership
Funds ownership: 107.78% → 68.32% (-39%)
48% less capital invested
Capital invested by funds: $440M → $228M (-$212M)
50% less call options, than puts
Call options by funds: $15.5M | Put options by funds: $30.8M
59% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 41
80% less funds holding in top 10
Funds holding in top 10: 5 → 1 (-4)
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$196M |
| 2 |
FGA
Fortis Group Advisors
Westwood,
New Jersey
|
-$23.1M |
| 3 |
Jane Street
New York
|
-$16.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$6.18M |
| 5 |
CFC
Client First Capital
San Diego,
California
|
-$5.62M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWM
101
Cedar Wealth Management
Walnut Creek,
California
| – | -$345K | -12,732 | Closed |
|
|
APW
102
Aurora Private Wealth
Rockaway,
New Jersey
| – | -$322K | -11,887 | Closed |
|
|
EE
103
EWG Elevate
Roseville,
California
| – | -$311K | -11,464 | Closed |
|
|
AAM
104
Alphadyne Asset Management
New York
| – | -$303K | -11,197 | Closed |
|
|
KA
105
Kovack Advisors
Ft. Lauderdale,
Florida
| – | -$240K | -8,877 | Closed |
|
|
GS
106
GTS Securities
New York
| – | -$220K | -7,891 | Closed |
|
107
Comerica Bank
Dallas,
Texas
| – | -$38.4K | -1,418 | Closed |
|
|
VAG
108
VisionPoint Advisory Group
Dallas,
Texas
| – | -$325 | -12 | Closed |
|
109
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$18 | -1 | Closed |
|
UUP Hedge Fund Activity: Q1 2024 in Review
87 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco DB US Dollar Index Bullish Fund (UUP) for Q1 2024, worth a combined $228M — down 48% from $440M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of UUP and 15 opened new positions — a net loss of 7 holders — while 41 trimmed existing stakes and 17 added.
The largest buyer was New York Life Investment Management, adding an estimated $19M. The largest seller was Morgan Stanley, cutting an estimated $196M.
- 87 institutional investors held Invesco DB US Dollar Index Bullish Fund (UUP) as of Q1 2024, down from 96 in Q4 2023.
- Funds reported $228M of Invesco DB US Dollar Index Bullish Fund stock for Q1 2024, down 48% quarter-over-quarter.
- 15 funds opened new Invesco DB US Dollar Index Bullish Fund positions in Q1 2024 and 22 closed out, a net change of -7 holders.
- The largest Invesco DB US Dollar Index Bullish Fund buyer in Q1 2024 was New York Life Investment Management, an estimated $19M added.
- The largest Invesco DB US Dollar Index Bullish Fund seller in Q1 2024 was Morgan Stanley, an estimated $196M sold.
Based on aggregated 13F filings for Q1 2024.