Invesco DB US Dollar Index Bullish Fund
UUP
93 hedge funds and large institutions have $394M invested in Invesco DB US Dollar Index Bullish Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 22 increasing their positions, 42 reducing their positions, and 24 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 2 → 6 (+4)
29% more call options, than puts
Call options by funds: $207M | Put options by funds: $161M
7.51% more ownership
Funds ownership: 67.19% → 74.7% (+7.5%)
4% less funds holding
Funds holding: 97 → 93 (-4)
8% less capital invested
Capital invested by funds: $427M → $394M (-$33.5M)
17% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 24
48% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FGA
Fortis Group Advisors
Westwood,
New Jersey
|
+$17M |
| 2 |
PCM
Price Capital Management
Lafayette,
Louisiana
|
+$11.5M |
| 3 |
TF
Trek Financial
Scottsdale,
Arizona
|
+$7.81M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$7.71M |
| 5 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$7.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$33.4M |
| 2 |
Goldman Sachs
New York
|
-$21.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$11.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$8.04M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$6.82M |
UUP Hedge Fund Activity: Q3 2023 in Review
93 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Invesco DB US Dollar Index Bullish Fund (UUP) for Q3 2023, worth a combined $394M — down 7.9% from $427M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of UUP and 20 opened new positions — a net loss of 4 holders — while 42 trimmed existing stakes and 22 added.
The largest buyer was Fortis Group Advisors, adding an estimated $17M. The largest seller was Morgan Stanley, cutting an estimated $33.4M.
- 93 institutional investors held Invesco DB US Dollar Index Bullish Fund (UUP) as of Q3 2023, down from 97 in Q2 2023.
- Funds reported $394M of Invesco DB US Dollar Index Bullish Fund stock for Q3 2023, down 7.9% quarter-over-quarter.
- 20 funds opened new Invesco DB US Dollar Index Bullish Fund positions in Q3 2023 and 24 closed out, a net change of -4 holders.
- The largest Invesco DB US Dollar Index Bullish Fund buyer in Q3 2023 was Fortis Group Advisors, an estimated $17M added.
- The largest Invesco DB US Dollar Index Bullish Fund seller in Q3 2023 was Morgan Stanley, an estimated $33.4M sold.
Based on aggregated 13F filings for Q3 2023.