We are live on ! Find out more
UUP icon

Invesco DB US Dollar Index Bullish Fund

111 hedge funds and large institutions have $466M invested in Invesco DB US Dollar Index Bullish Fund in 2022 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 42 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 14

121% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 19

54% more capital invested

Capital invested by funds: $302M → $466M (+$163M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more funds holding

Funds holding: 84111 (+27)

6.3% more ownership

Funds ownership: 43.03%49.34% (+6.3%)

27% less call options, than puts

Call options by funds: $68.9M | Put options by funds: $94.3M

Holders
111
Holders Change
+27
Holders Change %
+32.14%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
44
Increased
42
Reduced
19
Closed
14
Calls
$68.9M
Puts
$94.3M
Net Calls
-$25.4M
Net Calls Change
-$71.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$55.6M +$9.31M +359,026 +20%
Bank of America
2
Bank of America
North Carolina
$42.4M +$32.6M +1,256,509 +355%
Ameriprise
3
Ameriprise
Minnesota
$27.1M +$19.9M +765,181 +288%
OPAM
4
Ocean Park Asset Management
California
$24.2M -$35.6M -1,370,950 -60%
HighTower Advisors
5
HighTower Advisors
Illinois
$23M +$22.2M +855,898 +4,770%
Jane Street
6
Jane Street
New York
$22.7M +$8.42M +324,446 +60%
LPL Financial
7
LPL Financial
California
$20.9M +$14.1M +542,013 +213%
OPCM
8
Osborne Partners Capital Management
California
$17.9M +$1.09M +42,005 +7%
LHWM
9
Lake Hills Wealth Management
Texas
$15.3M +$15.1M +583,451 New
IA
10
IndexIQ Advisors
New York
$15.3M -$5.8M -223,721 -28%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$13.6M +$10.8M +416,336 +419%
Wells Fargo
12
Wells Fargo
California
$10.6M -$1.14M -43,989 -10%
Verition Fund Management
13
Verition Fund Management
Connecticut
$10.5M +$1.3M +50,000 +14%
CFC
14
Client First Capital
California
$10.3M +$10.2M +392,553 New
EF
15
Empowered Funds
Pennsylvania
$9.74M +$9.61M +370,483 New
SWA
16
Stratos Wealth Advisors
Ohio
$8.14M +$6.51M +251,058 +430%
TF
17
Trek Financial
Arizona
$6.36M +$5.69M +219,496 +987%
CW
18
Connectus Wealth
Ohio
$5.68M +$5.75M +221,670 New
CA
19
Cetera Advisors
Colorado
$5.45M +$3.26M +125,478 +154%
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$5.42M +$5.35M +206,263 New
CFG
21
Compton Financial Group
Maryland
$5.37M +$5.3M +204,306 New
UBS Group
22
UBS Group
Switzerland
$5.02M +$2.19M +84,403 +79%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$4.9M +$965K +37,196 +25%
JG
24
Jefferies Group
New York
$4.89M +$1.46M +56,190 +43%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$4.77M +$610K +23,520 +15%

UUP Hedge Fund Activity: Q1 2022 in Review

111 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco DB US Dollar Index Bullish Fund (UUP) for Q1 2022, worth a combined $466M — up 54% from $302M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new UUP positions and 14 closed out — a net gain of 30 holders — while 42 added to existing stakes and 19 trimmed.

The largest buyer was Bank of America, adding an estimated $32.6M. The largest seller was Ocean Park Asset Management, cutting an estimated $35.6M.

  • 111 institutional investors held Invesco DB US Dollar Index Bullish Fund (UUP) as of Q1 2022, up from 84 in Q4 2021.
  • Funds reported $466M of Invesco DB US Dollar Index Bullish Fund stock for Q1 2022, up 54% quarter-over-quarter.
  • 44 funds opened new Invesco DB US Dollar Index Bullish Fund positions in Q1 2022 and 14 closed out, a net change of +30 holders.
  • The largest Invesco DB US Dollar Index Bullish Fund buyer in Q1 2022 was Bank of America, an estimated $32.6M added.
  • The largest Invesco DB US Dollar Index Bullish Fund seller in Q1 2022 was Ocean Park Asset Management, an estimated $35.6M sold.

Based on aggregated 13F filings for Q1 2022.