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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
Wells Fargo
1
Wells Fargo
California
$117M +$21.7M +747,136 +24%
Morgan Stanley
2
Morgan Stanley
New York
$113M +$33.2M +1,146,656 +44%
Bank of America
3
Bank of America
North Carolina
$91.9M +$41M +1,415,696 +87%
MSR
4
Main Street Research
Connecticut
$63M +$60.6M +2,089,904 New
LPL Financial
5
LPL Financial
California
$57.2M +$21M +725,374 +62%
Ameriprise
6
Ameriprise
Minnesota
$49.6M +$11.4M +393,374 +30%
HighTower Advisors
7
HighTower Advisors
Illinois
$45.8M +$10.4M +360,523 +31%
3AM
8
3EDGE Asset Management
Florida
$33M -$419K -14,470 -1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$29.5M +$3.58M +123,575 +14%
Verition Fund Management
10
Verition Fund Management
Connecticut
$28.3M +$27.2M +940,000 New
NYLIM
11
New York Life Investment Management
New York
$26.9M -$4.59M -158,267 -15%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$26.2M +$8.9M +307,050 +55%
TF
13
Trek Financial
Arizona
$22.5M +$15.4M +531,043 +247%
II
14
Inspire Investing
Idaho
$21.3M +$1.35M +46,591 +7%
CFA
15
Camarda Financial Advisors
Florida
$21M +$9.95M +343,487 +97%
Osaic Holdings
16
Osaic Holdings
Arizona
$17.3M +$5.06M +174,719 +44%
IA
17
Inspire Advisors
Idaho
$17.2M +$1.56M +53,661 +10%
PFG
18
PAX Financial Group
Texas
$14M +$1.14M +39,481 +9%
PAMP
19
Polar Asset Management Partners
Ontario, Canada
$11.4M +$11M +377,908 New
OPCM
20
Osborne Partners Capital Management
California
$11.4M -$7.93M -273,590 -42%
CFC
21
Client First Capital
California
$10.9M -$940K -32,429 -8%
Citadel Advisors
22
Citadel Advisors
Florida
$10.8M +$8.51M +293,676 +455%
TC
23
TAP Consulting
Missouri
$10.8M +$7.41M +255,827 +252%
EF
24
Empowered Funds
Pennsylvania
$10.5M +$3.03M +104,588 +43%
CA
25
Cetera Advisors
Colorado
$10.3M +$1.13M +39,124 +13%

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.