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 |
|---|---|---|---|---|---|
| Barclays PLC | 3 | $90 | 0.00% | +1+50.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 14 | $409 | 0.00% | −27−65.9% | Reduced |
| Farther Finance Advisors, LLC | 71 | $2.11K | 0.00% | +1+1.4% | Added |
| Cypress Capital Management LLC (WY) | 76 | $2.26K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 77 | $2.29K | 0.00% | +3+4.1% | Added |
| Anchor Investment Management, LLC | 100 | $2.97K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 124 | $3.00K | 0.00% | +124 | New |
| The PNC Financial Services Group, Inc. | 202 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 726 | $21.6K | 0.00% | +627+633.3% | Added |
| National Bank of Canada | 937 | $28.1K | 0.00% | −750−44.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,000 | $29.7K | 0.00% | +1,000 | New |
| Salem Investment Counselors Inc | 1,310 | $38.9K | 0.00% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 1,600 | $47.9K | 0.02% | +1,600 | New |
| Provenance Wealth Advisors, LLC | 1,693 | $50.3K | 0.01% | +1,693 | New |
| VisionPoint Advisory Group, LLC | 2,792 | $83.0K | 0.04% | −1,991−41.6% | Reduced |
| U S Global Investors Inc | 3,000 | $89.2K | 0.01% | +3,000 | New |
| 4Thought Financial Group Inc. | 3,062 | $91.0K | 0.07% | +11+0.4% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 3,322 | $98.8K | 0.04% | +3,322 | New |
| Loomis Sayles & Co L P | 3,809 | $113.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,120 | $122.5K | 0.00% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 5,729 | $170.3K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 7,023 | $208.8K | 0.00% | −37,984−84.4% | Reduced |
| Global Retirement Partners, LLC | 7,004 | $209.4K | 0.01% | +6,885+5,785.7% | Added |
| Clear Creek Financial Management, LLC | 7,048 | $209.5K | 0.04% | +7,048 | New |
| Avantax Advisory Services, Inc. | 7,076 | $210.4K | 0.00% | −359−4.8% | Reduced |
| TD Asset Management Inc | 7,284 | $216.6K | 0.00% | −8,674−54.4% | Reduced |
| Janney Montgomery Scott LLC | 7,887 | $234.0K | 0.00% | −44−0.6% | Reduced |
| HRT Financial LP | 8,318 | $247.0K | 0.00% | +8,318 | New |
| Kovack Advisors, Inc. | 9,038 | $268.7K | 0.04% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 9,063 | $269.4K | 0.01% | −2,326−20.4% | Reduced |
| Bank of Montreal | 9,573 | $281.7K | 0.00% | −8,686−47.6% | Reduced |
| Private Trust Co NA | 9,616 | $285.9K | 0.04% | −4,276−30.8% | Reduced |
| Cedar Wealth Management, LLC | 12,732 | $378.5K | 0.15% | −12,745−50.0% | Reduced |
| Focus Financial Network, Inc. | 13,377 | $397.7K | 0.02% | −4,775−26.3% | Reduced |
| Diametric Capital, LP | 13,875 | $412.5K | 0.17% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 13,919 | $413.8K | 0.03% | −11,276−44.8% | Reduced |
| D.A. Davidson & Co. | 14,175 | $421.4K | 0.00% | −3,000−17.5% | Reduced |
| TAP Consulting, LLC | 14,227 | $423.0K | 0.11% | −312−2.1% | Reduced |
| Truist Financial Corp | 17,658 | $525.0K | 0.00% | −10,029−36.2% | Reduced |
| Belpointe Asset Management LLC | 18,087 | $537.7K | 0.06% | −1,878−9.4% | Reduced |
| Brookstone Capital Management | 18,508 | $552.1K | 0.01% | +10,678+136.4% | Added |
| L.M. Kohn & Company | 18,719 | $556.5K | 0.20% | +18,719 | New |
| Blair William & Co | 19,226 | $571.6K | 0.00% | −50−0.3% | Reduced |
| Bank of New York Mellon Corp | 24,681 | $733.8K | 0.00% | −1,784−6.7% | Reduced |
| Scotia Capital Inc. | 26,926 | $800.5K | 0.01% | −814−2.9% | Reduced |
| Integrated Wealth Concepts LLC | 26,981 | $802.1K | 0.01% | +4,000+17.4% | Added |
| MML Investors Services, LLC | 27,489 | $817.0K | 0.00% | +27,489 | New |
| Comerica Bank | 31,584 | $939.0K | 0.00% | +31,584 | New |
| Retirement Financial Solutions, LLC | 31,779 | $944.8K | 0.64% | +1,147+3.7% | Added |
| Two Sigma Securities, LLC | 31,799 | $945.4K | 0.04% | +17,738+126.2% | Added |
| Perigon Wealth Management, LLC | 36,021 | $1.07M | 0.04% | +36,021 | New |
| McBroom & Associates, LLC | 40,041 | $1.19M | 0.95% | −1,800−4.3% | Reduced |
| CWM, LLC | 40,923 | $1.22M | 0.01% | −2,058−4.8% | Reduced |
| Connectus Wealth, LLC | 42,979 | $1.28M | 0.03% | +3,605+9.2% | Added |
| Cetera Advisor Networks LLC | 43,867 | $1.30M | 0.01% | −13,639−23.7% | Reduced |
| Alphadyne Asset Management LP | 45,082 | $1.34M | 0.65% | +45,082 | New |
| Cambridge Investment Research Advisors, Inc. | 45,342 | $1.35M | 0.01% | −134,450−74.8% | Reduced |
| Financial Services Advisory Inc | 49,144 | $1.46M | 0.71% | +49,144 | New |
| Lake Hills Wealth Management, LLC | 50,207 | $1.49M | 1.51% | +50,207 | New |
| Delos Wealth Advisors, LLC | 53,671 | $1.55M | 1.88% | −662−1.2% | Reduced |
| WESPAC Advisors, LLC | 53,633 | $1.59M | 1.19% | +1,060+2.0% | Added |
| Royal Bank of Canada | 53,880 | $1.60M | 0.00% | −106,295−66.4% | Reduced |
| HighTower Advisors, LLC | 55,024 | $1.63M | 0.00% | −237,545−81.2% | Reduced |
| Centaurus Financial, Inc. | 65,673 | $1.95M | 0.17% | +65,673 | New |
| Envestnet Asset Management Inc | 73,228 | $2.18M | 0.00% | −34,926−32.3% | Reduced |
| Jefferies Financial Group Inc. | 77,757 | $2.31M | 0.06% | +77,757 | New |
| UBS Group AG | 77,823 | $2.31M | 0.00% | −65,002−45.5% | Reduced |
| Susquehanna International Group, LLP | 83,598 | $2.49M | 0.00% | +22,836+37.6% | Added |
| BNP Paribas Arbitrage, SA | 92,573 | $2.75M | 0.01% | −52,231−36.1% | Reduced |
| Advisor Group Holdings, Inc. | 104,792 | $3.12M | 0.00% | −95,602−47.7% | Reduced |
| Qube Research & Technologies Ltd | 111,981 | $3.33M | 0.01% | +62,781+127.6% | Added |
| SMART Wealth LLC | 173,474 | $5.16M | 3.87% | +155,859+884.8% | Added |
| Park Edge Advisors, LLC | 181,100 | $5.38M | 1.94% | −835−0.5% | Reduced |
| IMC-Chicago, LLC | 199,997 | $5.95M | 0.38% | −77,389−27.9% | Reduced |
| Commonwealth Equity Services, LLC | 201,178 | $5.98M | 0.01% | −11,780−5.5% | Reduced |
| Compton Financial Group, LLC | 211,421 | $6.29M | 2.39% | +19,308+10.1% | Added |
| Client First Capital LLC | 224,440 | $6.67M | 4.83% | +5,151+2.3% | Added |
| Empowered Funds, LLC | 266,146 | $7.91M | 0.23% | +266,146 | New |
| Cetera Advisors LLC | 268,544 | $7.98M | 0.12% | +268,544 | New |
| AE Wealth Management LLC | 271,413 | $8.07M | 0.05% | +216,456+393.9% | Added |
| Ameriprise Financial Inc | 289,202 | $8.60M | 0.00% | −225,837−43.8% | Reduced |
| Vista Finance, LLC | 295,750 | $8.79M | 12.81% | −118,887−28.7% | Reduced |
| Intrua Financial, LLC | 309,107 | $9.19M | 1.66% | +46,815+17.8% | Added |
| Wells Fargo & Company | 321,009 | $9.54M | 0.00% | −401,556−55.6% | Reduced |
| JPMorgan Chase & Co | 326,990 | $9.72M | 0.00% | +259,942+387.7% | Added |
| Price Capital Management, Inc. | 399,360 | $11.9M | 15.67% | +399,360 | New |
| BCJ Capital Management, LLC | 449,318 | $13.4M | 1.22% | +272,068+153.5% | Added |
| LPL Financial LLC | 509,259 | $15.1M | 0.01% | −129,785−20.3% | Reduced |
| Bank of America Corp | 527,987 | $15.7M | 0.00% | −280,114−34.7% | Reduced |
| IFP Advisors, Inc | 542,350 | $16.1M | 0.72% | −136,617−20.1% | Reduced |
| Fortis Group Advisors, LLC | 850,844 | $23.7M | 7.27% | +593,893+231.1% | Added |
| Jane Street Group, LLC | 1,388,352 | $41.3M | 0.06% | −147,742−9.6% | Reduced |
| Morgan Stanley | 3,294,534 | $97.9M | 0.01% | −1,164,892−26.1% | Reduced |
| 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 |