Invesco DB US Dollar Index Bullish Fund
UUP- Exchange
- NYSE
- Industry
- Commodity Contracts Brokers & Dealers
- SEC CIK
- 0001383151
No open-market purchases or sales by Invesco DB US Dollar Index Bullish Fund insiders were filed in the last 90 days; 76 institutions reported holding it in 13F filings for Q2 2026, worth $215.9M in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in Invesco DB US Dollar Index Bullish Fund as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 93
- −4 vs. Q2 2023
- Shares held
- 13.3M
- −1.75M (−11.6%) vs. Q2 2023
- Total value
- $393.7M
- −$31.1M (−7.3%) vs. Q2 2023
- New holders
- 20
- 22 more added
- Sold out
- 24
- 42 more reduced
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UUP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 76 | $215.9M |
| Q1 2026 | 89 | $377.4M |
| Q4 2025 | 77 | $121.5M |
| Q3 2025 | 65 | $96.1M |
| Q2 2025 | 79 | $112.5M |
| Q1 2025 | 76 | $221.0M |
| Q4 2024 | 85 | $298.2M |
| Q3 2024 | 72 | $270.6M |
| Q2 2024 | 92 | $301.5M |
| Q1 2024 | 85 | $225.8M |
| Q4 2023 | 96 | $320.6M |
| Q3 2023 | 93 | $393.7M |
| Q2 2023 | 97 | $424.8M |
| Q1 2023 | 139 | $712.9M |
| Q4 2022 | 179 | $894.3M |
| Q3 2022 | 175 | $1.17B |
| Q2 2022 | 149 | $1.06B |
| Q1 2022 | 111 | $465.7M |
| Q4 2021 | 84 | $302.2M |
| Q3 2021 | 59 | $210.2M |
| Q2 2021 | 66 | $189.1M |
| Q1 2021 | 64 | $167.4M |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Invesco DB US Dollar Index Bullish Fund; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 3,294,534 | $97.9M | 0.01% | −1,164,892−26.1% | Reduced |
| Jane Street Group, LLC | 1,388,352 | $41.3M | 0.06% | −147,742−9.6% | Reduced |
| Fortis Group Advisors, LLC | 850,844 | $23.7M | 7.27% | +593,893+231.1% | Added |
| IFP Advisors, Inc | 542,350 | $16.1M | 0.72% | −136,617−20.1% | Reduced |
| Bank of America Corp | 527,987 | $15.7M | 0.00% | −280,114−34.7% | Reduced |
| LPL Financial LLC | 509,259 | $15.1M | 0.01% | −129,785−20.3% | Reduced |
| BCJ Capital Management, LLC | 449,318 | $13.4M | 1.22% | +272,068+153.5% | Added |
| Price Capital Management, Inc. | 399,360 | $11.9M | 15.67% | +399,360 | New |
| JPMorgan Chase & Co | 326,990 | $9.72M | 0.00% | +259,942+387.7% | Added |
| Wells Fargo & Company | 321,009 | $9.54M | 0.00% | −401,556−55.6% | Reduced |
| Intrua Financial, LLC | 309,107 | $9.19M | 1.66% | +46,815+17.8% | Added |
| Vista Finance, LLC | 295,750 | $8.79M | 12.81% | −118,887−28.7% | Reduced |
| Ameriprise Financial Inc | 289,202 | $8.60M | 0.00% | −225,837−43.8% | Reduced |
| AE Wealth Management LLC | 271,413 | $8.07M | 0.05% | +216,456+393.9% | Added |
| Cetera Advisors LLC | 268,544 | $7.98M | 0.12% | +268,544 | New |
| Empowered Funds, LLC | 266,146 | $7.91M | 0.23% | +266,146 | New |
| Client First Capital LLC | 224,440 | $6.67M | 4.83% | +5,151+2.3% | Added |
| Compton Financial Group, LLC | 211,421 | $6.29M | 2.39% | +19,308+10.1% | Added |
| Commonwealth Equity Services, LLC | 201,178 | $5.98M | 0.01% | −11,780−5.5% | Reduced |
| IMC-Chicago, LLC | 199,997 | $5.95M | 0.38% | −77,389−27.9% | Reduced |
| Park Edge Advisors, LLC | 181,100 | $5.38M | 1.94% | −835−0.5% | Reduced |
| SMART Wealth LLC | 173,474 | $5.16M | 3.87% | +155,859+884.8% | Added |
| Qube Research & Technologies Ltd | 111,981 | $3.33M | 0.01% | +62,781+127.6% | Added |
| Advisor Group Holdings, Inc. | 104,792 | $3.12M | 0.00% | −95,602−47.7% | Reduced |
| BNP Paribas Arbitrage, SA | 92,573 | $2.75M | 0.01% | −52,231−36.1% | Reduced |
| Susquehanna International Group, LLP | 83,598 | $2.49M | 0.00% | +22,836+37.6% | Added |
| UBS Group AG | 77,823 | $2.31M | 0.00% | −65,002−45.5% | Reduced |
| Jefferies Financial Group Inc. | 77,757 | $2.31M | 0.06% | +77,757 | New |
| Envestnet Asset Management Inc | 73,228 | $2.18M | 0.00% | −34,926−32.3% | Reduced |
| Centaurus Financial, Inc. | 65,673 | $1.95M | 0.17% | +65,673 | New |
| HighTower Advisors, LLC | 55,024 | $1.63M | 0.00% | −237,545−81.2% | Reduced |
| Royal Bank of Canada | 53,880 | $1.60M | 0.00% | −106,295−66.4% | Reduced |
| WESPAC Advisors, LLC | 53,633 | $1.59M | 1.19% | +1,060+2.0% | Added |
| Delos Wealth Advisors, LLC | 53,671 | $1.55M | 1.88% | −662−1.2% | Reduced |
| Lake Hills Wealth Management, LLC | 50,207 | $1.49M | 1.51% | +50,207 | New |
| Financial Services Advisory Inc | 49,144 | $1.46M | 0.71% | +49,144 | New |
| Cambridge Investment Research Advisors, Inc. | 45,342 | $1.35M | 0.01% | −134,450−74.8% | Reduced |
| Alphadyne Asset Management LP | 45,082 | $1.34M | 0.65% | +45,082 | New |
| Cetera Advisor Networks LLC | 43,867 | $1.30M | 0.01% | −13,639−23.7% | Reduced |
| Connectus Wealth, LLC | 42,979 | $1.28M | 0.03% | +3,605+9.2% | Added |
| CWM, LLC | 40,923 | $1.22M | 0.01% | −2,058−4.8% | Reduced |
| McBroom & Associates, LLC | 40,041 | $1.19M | 0.95% | −1,800−4.3% | Reduced |
| Perigon Wealth Management, LLC | 36,021 | $1.07M | 0.04% | +36,021 | New |
| Two Sigma Securities, LLC | 31,799 | $945.4K | 0.04% | +17,738+126.2% | Added |
| Retirement Financial Solutions, LLC | 31,779 | $944.8K | 0.64% | +1,147+3.7% | Added |
| Comerica Bank | 31,584 | $939.0K | 0.00% | +31,584 | New |
| MML Investors Services, LLC | 27,489 | $817.0K | 0.00% | +27,489 | New |
| Integrated Wealth Concepts LLC | 26,981 | $802.1K | 0.01% | +4,000+17.4% | Added |
| Scotia Capital Inc. | 26,926 | $800.5K | 0.01% | −814−2.9% | Reduced |
| Bank of New York Mellon Corp | 24,681 | $733.8K | 0.00% | −1,784−6.7% | Reduced |
| Blair William & Co | 19,226 | $571.6K | 0.00% | −50−0.3% | Reduced |
| L.M. Kohn & Company | 18,719 | $556.5K | 0.20% | +18,719 | New |
| Brookstone Capital Management | 18,508 | $552.1K | 0.01% | +10,678+136.4% | Added |
| Belpointe Asset Management LLC | 18,087 | $537.7K | 0.06% | −1,878−9.4% | Reduced |
| Truist Financial Corp | 17,658 | $525.0K | 0.00% | −10,029−36.2% | Reduced |
| TAP Consulting, LLC | 14,227 | $423.0K | 0.11% | −312−2.1% | Reduced |
| D.A. Davidson & Co. | 14,175 | $421.4K | 0.00% | −3,000−17.5% | Reduced |
| Dark Forest Capital Management LP | 13,919 | $413.8K | 0.03% | −11,276−44.8% | Reduced |
| Diametric Capital, LP | 13,875 | $412.5K | 0.17% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 13,377 | $397.7K | 0.02% | −4,775−26.3% | Reduced |
| Cedar Wealth Management, LLC | 12,732 | $378.5K | 0.15% | −12,745−50.0% | Reduced |
| Private Trust Co NA | 9,616 | $285.9K | 0.04% | −4,276−30.8% | Reduced |
| Bank of Montreal | 9,573 | $281.7K | 0.00% | −8,686−47.6% | Reduced |
| Mutual Advisors, LLC | 9,063 | $269.4K | 0.01% | −2,326−20.4% | Reduced |
| Kovack Advisors, Inc. | 9,038 | $268.7K | 0.04% | 00.0% | Unchanged |
| HRT Financial LP | 8,318 | $247.0K | 0.00% | +8,318 | New |
| Janney Montgomery Scott LLC | 7,887 | $234.0K | 0.00% | −44−0.6% | Reduced |
| TD Asset Management Inc | 7,284 | $216.6K | 0.00% | −8,674−54.4% | Reduced |
| Avantax Advisory Services, Inc. | 7,076 | $210.4K | 0.00% | −359−4.8% | Reduced |
| Clear Creek Financial Management, LLC | 7,048 | $209.5K | 0.04% | +7,048 | New |
| Global Retirement Partners, LLC | 7,004 | $209.4K | 0.01% | +6,885+5,785.7% | Added |
| Kestra Advisory Services, LLC | 7,023 | $208.8K | 0.00% | −37,984−84.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 5,729 | $170.3K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,120 | $122.5K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 3,809 | $113.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 3,322 | $98.8K | 0.04% | +3,322 | New |
| 4Thought Financial Group Inc. | 3,062 | $91.0K | 0.07% | +11+0.4% | Added |
| U S Global Investors Inc | 3,000 | $89.2K | 0.01% | +3,000 | New |
| VisionPoint Advisory Group, LLC | 2,792 | $83.0K | 0.04% | −1,991−41.6% | Reduced |
| Provenance Wealth Advisors, LLC | 1,693 | $50.3K | 0.01% | +1,693 | New |
| Advisors Preferred, LLC | 1,600 | $47.9K | 0.02% | +1,600 | New |
| Salem Investment Counselors Inc | 1,310 | $38.9K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,000 | $29.7K | 0.00% | +1,000 | New |
| National Bank of Canada | 937 | $28.1K | 0.00% | −750−44.5% | Reduced |
| Tower Research Capital LLC (TRC) | 726 | $21.6K | 0.00% | +627+633.3% | Added |
| The PNC Financial Services Group, Inc. | 202 | $6.00K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 124 | $3.00K | 0.00% | +124 | New |
| Anchor Investment Management, LLC | 100 | $2.97K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 77 | $2.29K | 0.00% | +3+4.1% | Added |
| Cypress Capital Management LLC (WY) | 76 | $2.26K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 71 | $2.11K | 0.00% | +1+1.4% | Added |
| Oliver Lagore Vanvalin Investment Group | 14 | $409 | 0.00% | −27−65.9% | Reduced |
| Barclays PLC | 3 | $90 | 0.00% | +1+50.0% | Added |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −750,001−100.0% | Sold out |
| Highview Capital Management LLC | 0 | $0 | 0.00% | −120,569−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| ProVise Management Group, LLC | 0 | $0 | 0.00% | −70,204−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −54,950−100.0% | Sold out |
| DFPG Investments, LLC | 0 | $0 | 0.00% | −51,385−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −24,930−100.0% | Sold out |