We are live on ! Find out more
UUP icon

Invesco DB US Dollar Index Bullish Fund

84 hedge funds and large institutions have $302M invested in Invesco DB US Dollar Index Bullish Fund in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

87% more call options, than puts

Call options by funds: $99.8M | Put options by funds: $53.5M

44% more capital invested

Capital invested by funds: $210M → $302M (+$92M)

42% more funds holding

Funds holding: 5984 (+25)

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

0.01% more ownership

Funds ownership: 43.02%43.03% (+0.01%)

Holders
84
Holders Change
+25
Holders Change %
+42.37%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
23
Reduced
20
Closed
9
Calls
$99.8M
Puts
$53.5M
Net Calls
+$46.3M
Net Calls Change
+$32.1M
Name Holding Trade Value Shares
Change
Change in
Stake
OPAM
1
Ocean Park Asset Management
California
$58.7M +$58.4M +2,289,600 New
Morgan Stanley
2
Morgan Stanley
New York
$45M +$3.41M +133,592 +8%
IA
3
IndexIQ Advisors
New York
$20.6M -$16.5M -648,198 -45%
OPCM
4
Osborne Partners Capital Management
California
$16.4M +$1.45M +56,958 +10%
Jane Street
5
Jane Street
New York
$13.8M +$1.78M +69,839 +15%
Wells Fargo
6
Wells Fargo
California
$11.5M +$838K +32,834 +8%
Bank of America
7
Bank of America
North Carolina
$9.07M -$1.94M -75,897 -18%
Verition Fund Management
8
Verition Fund Management
Connecticut
$8.97M +$8.93M +350,000 New
Qube Research & Technologies (QRT)
9
Qube Research & Technologies (QRT)
United Kingdom
$8.58M -$1.02M -40,149 -11%
Citadel Advisors
10
Citadel Advisors
Florida
$7.43M +$1.65M +64,476 +29%
Ameriprise
11
Ameriprise
Minnesota
$6.8M +$5.14M +201,342 +314%
AssetMark Inc
12
AssetMark Inc
California
$6.61M -$42.1K -1,651 -0.6%
LPL Financial
13
LPL Financial
California
$6.51M +$5.89M +230,870 +1,002%
GCM
14
Goldstream Capital Management
Hong Kong
$6.01M +$5.99M +234,644 New
JP Morgan Chase
15
JP Morgan Chase
New York
$5M +$215K +8,408 +4%
SG Americas Securities
16
SG Americas Securities
New York
$4.95M +$2.91M +114,175 +145%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$4.34M +$4.32M +169,256 New
PFA
18
Pettinga Financial Advisors
Indiana
$4.17M -$128K -5,000 -3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$4.05M +$3.33M +130,662 +480%
KJHP
20
K.J. Harrison & Partners
Ontario, Canada
$3.85M +$3.83M +150,000 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.82M +$3.81M +149,112 New
SCA
22
Sage Capital Advisors
South Dakota
$3.51M +$18.6K +728 +0.5%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$3.46M
JG
24
Jefferies Group
New York
$3.33M +$283K +11,100 +9%
QA
25
Quantitative Advantage
Minnesota
$2.8M +$112K +4,392 +4%

UUP Hedge Fund Activity: Q4 2021 in Review

84 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco DB US Dollar Index Bullish Fund (UUP) for Q4 2021, worth a combined $302M — up 44% from $210M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new UUP positions and 9 closed out — a net gain of 26 holders — while 23 added to existing stakes and 20 trimmed.

The largest buyer was Verition Fund Management, opening a new position worth an estimated $8.93M. The largest seller was IndexIQ Advisors, cutting an estimated $16.5M.

  • 84 institutional investors held Invesco DB US Dollar Index Bullish Fund (UUP) as of Q4 2021, up from 59 in Q3 2021.
  • Funds reported $302M of Invesco DB US Dollar Index Bullish Fund stock for Q4 2021, up 44% quarter-over-quarter.
  • 35 funds opened new Invesco DB US Dollar Index Bullish Fund positions in Q4 2021 and 9 closed out, a net change of +26 holders.
  • The largest Invesco DB US Dollar Index Bullish Fund buyer in Q4 2021 was Verition Fund Management, an estimated $8.93M added.
  • The largest Invesco DB US Dollar Index Bullish Fund seller in Q4 2021 was IndexIQ Advisors, an estimated $16.5M sold.

Based on aggregated 13F filings for Q4 2021.