Invesco DB US Dollar Index Bullish Fund
UUP
96 hedge funds and large institutions have $321M invested in Invesco DB US Dollar Index Bullish Fund in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 17 increasing their positions, 40 reducing their positions, and 26 closing their positions.
26% more call options, than puts
Call options by funds: $67.1M | Put options by funds: $53.4M
12% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 26
3.75% more ownership
Funds ownership: 74.7% → 78.45% (+3.7%)
3% more funds holding
Funds holding: 93 → 96 (+3)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
19% less capital invested
Capital invested by funds: $394M → $321M (-$73.1M)
58% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$32.7M |
| 2 |
Goldman Sachs
New York
|
+$9.6M |
| 3 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$9.44M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$5.4M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
-$15.9M |
| 2 |
TF
Trek Financial
Scottsdale,
Arizona
|
-$12.9M |
| 3 |
PCM
Price Capital Management
Lafayette,
Louisiana
|
-$11.9M |
| 4 |
VF
Vista Finance
Clayton,
Missouri
|
-$8.79M |
| 5 |
LPL Financial
San Diego,
California
|
-$8.33M |
UUP Hedge Fund Activity: Q4 2023 in Review
96 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Invesco DB US Dollar Index Bullish Fund (UUP) for Q4 2023, worth a combined $321M — down 19% from $394M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new UUP positions and 26 closed out — a net gain of 3 holders — while 17 added to existing stakes and 40 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $32.7M. The largest seller was IFP Advisors, cutting an estimated $15.9M.
- 96 institutional investors held Invesco DB US Dollar Index Bullish Fund (UUP) as of Q4 2023, up from 93 in Q3 2023.
- Funds reported $321M of Invesco DB US Dollar Index Bullish Fund stock for Q4 2023, down 19% quarter-over-quarter.
- 29 funds opened new Invesco DB US Dollar Index Bullish Fund positions in Q4 2023 and 26 closed out, a net change of +3 holders.
- The largest Invesco DB US Dollar Index Bullish Fund buyer in Q4 2023 was Morgan Stanley, an estimated $32.7M added.
- The largest Invesco DB US Dollar Index Bullish Fund seller in Q4 2023 was IFP Advisors, an estimated $15.9M sold.
Based on aggregated 13F filings for Q4 2023.