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, Q4 2023
Institutional positions in Invesco DB US Dollar Index Bullish Fund as of Dec 31, 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
- 96
- +4 vs. Q3 2023
- Shares held
- 11.8M
- −1.48M (−11.1%) vs. Q3 2023
- Total value
- $320.6M
- −$72.7M (−18.5%) vs. Q3 2023
- New holders
- 30
- 17 more added
- Sold out
- 26
- 40 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Invesco DB US Dollar Index Bullish Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 4,413,913 | $119.6M | 0.01% | +1,119,379+34.0% | Added |
| Jane Street Group, LLC | 1,461,026 | $39.6M | 0.05% | +72,674+5.2% | Added |
| Fortis Group Advisors, LLC | 850,844 | $23.7M | 5.87% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 337,007 | $9.13M | 0.00% | +47,805+16.5% | Added |
| Commonwealth Equity Services, LLC | 330,417 | $8.95M | 0.02% | +129,239+64.2% | Added |
| Goldman Sachs Group Inc | 328,275 | $8.89M | 0.00% | +328,275 | New |
| Exchange Traded Concepts, LLC | 322,694 | $8.74M | 0.23% | +322,694 | New |
| Bank of America Corp | 274,415 | $7.43M | 0.00% | −253,572−48.0% | Reduced |
| Susquehanna International Group, LLP | 267,032 | $7.23M | 0.01% | +183,434+219.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 229,942 | $6.23M | 0.03% | +184,600+407.1% | Added |
| LPL Financial LLC | 224,449 | $6.08M | 0.00% | −284,810−55.9% | Reduced |
| Client First Capital LLC | 207,598 | $5.62M | 4.09% | −16,842−7.5% | Reduced |
| Compton Financial Group, LLC | 205,194 | $5.56M | 1.97% | −6,227−2.9% | Reduced |
| Park Edge Advisors, LLC | 185,019 | $5.01M | 1.74% | +3,919+2.2% | Added |
| Wells Fargo & Company | 176,443 | $4.78M | 0.00% | −144,566−45.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 148,889 | $4.03M | 0.01% | +148,889 | New |
| Royal Bank of Canada | 133,343 | $3.61M | 0.00% | +79,463+147.5% | Added |
| IMC-Chicago, LLC | 94,546 | $2.56M | 0.08% | −105,451−52.7% | Reduced |
| AE Wealth Management LLC | 81,683 | $2.27M | 0.01% | −189,730−69.9% | Reduced |
| Sound Income Strategies, LLC | 75,112 | $2.03M | 0.17% | +75,112 | New |
| Advisor Group Holdings, Inc. | 74,497 | $2.02M | 0.00% | −30,295−28.9% | Reduced |
| MML Investors Services, LLC | 74,073 | $2.01M | 0.01% | +46,584+169.5% | Added |
| Clearview Wealth Advisors LLC | 73,137 | $1.98M | 2.31% | +73,137 | New |
| JPMorgan Chase & Co | 70,923 | $1.92M | 0.00% | −256,067−78.3% | Reduced |
| Envestnet Asset Management Inc | 69,108 | $1.87M | 0.00% | −4,120−5.6% | Reduced |
| Lincoln National Corp | 61,532 | $1.67M | 0.03% | +61,532 | New |
| UBS Group AG | 57,723 | $1.56M | 0.00% | −20,100−25.8% | Reduced |
| Empowered Funds, LLC | 53,474 | $1.45M | 0.04% | −212,672−79.9% | Reduced |
| Citadel Advisors LLC | 52,097 | $1.41M | 0.00% | +52,097 | New |
| Delos Wealth Advisors, LLC | 51,849 | $1.40M | 2.08% | −1,822−3.4% | Reduced |
| Retirement Financial Solutions, LLC | 43,544 | $1.18M | 0.67% | +11,765+37.0% | Added |
| HighTower Advisors, LLC | 42,295 | $1.14M | 0.00% | −12,729−23.1% | Reduced |
| Qube Research & Technologies Ltd | 39,604 | $1.07M | 0.00% | −72,377−64.6% | Reduced |
| HRT Financial LP | 37,445 | $1.01M | 0.01% | +29,127+350.2% | Added |
| SMART Wealth LLC | 37,134 | $1.01M | 0.55% | −136,340−78.6% | Reduced |
| Intrua Financial, LLC | 36,328 | $984.1K | 0.15% | −272,779−88.2% | Reduced |
| Janney Montgomery Scott LLC | 33,442 | $906.0K | 0.00% | +25,555+324.0% | Added |
| Cetera Advisor Networks LLC | 30,450 | $824.9K | 0.00% | −13,417−30.6% | Reduced |
| Wolverine Trading, LLC | 28,754 | $778.9K | 0.01% | +28,754 | New |
| CWM, LLC | 28,244 | $765.0K | 0.00% | −12,679−31.0% | Reduced |
| Dark Forest Capital Management LP | 23,736 | $643.0K | 0.10% | +9,817+70.5% | Added |
| Integrated Wealth Concepts LLC | 22,275 | $603.4K | 0.01% | −4,706−17.4% | Reduced |
| Bank of New York Mellon Corp | 22,058 | $597.6K | 0.00% | −2,623−10.6% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 21,545 | $583.7K | 0.06% | +21,545 | New |
| Belpointe Asset Management LLC | 21,526 | $583.1K | 0.05% | +3,439+19.0% | Added |
| Life Line Wealth Management LLC | 20,085 | $544.1K | 0.22% | +20,085 | New |
| AXS Investments LLC | 19,740 | $534.8K | 0.13% | +19,740 | New |
| Trademark Financial Management, LLC | 18,539 | $502.2K | 0.37% | +18,539 | New |
| Blair William & Co | 18,334 | $496.7K | 0.00% | −892−4.6% | Reduced |
| Raymond James & Associates | 14,605 | $395.6K | 0.00% | +14,605 | New |
| TAP Consulting, LLC | 14,227 | $385.4K | 0.09% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 14,005 | $379.4K | 0.01% | +4,942+54.5% | Added |
| Centric Wealth Management | 13,429 | $377.2K | 0.12% | +13,429 | New |
| Foundations Investment Advisors, LLC | 13,217 | $366.0K | 0.01% | +13,217 | New |
| Advisory Services Network, LLC | 13,502 | $365.8K | 0.01% | +13,502 | New |
| Focus Financial Network Inc | 13,377 | $362.4K | 0.01% | +13,377 | New |
| Cedar Wealth Management, LLC | 12,732 | $344.9K | 0.13% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 11,925 | $323.0K | 0.00% | −2,250−15.9% | Reduced |
| Aurora Private Wealth, Inc. | 11,887 | $322.0K | 0.30% | +11,887 | New |
| EWG Elevate Inc. | 11,464 | $310.6K | 0.13% | +11,464 | New |
| Cabana LLC | 11,412 | $309.2K | 1.41% | +11,412 | New |
| Diametric Capital, LP | 11,205 | $303.5K | 0.18% | −2,670−19.2% | Reduced |
| Alphadyne Asset Management LP | 11,197 | $303.3K | 0.30% | −33,885−75.2% | Reduced |
| Truist Financial Corp | 11,116 | $301.1K | 0.00% | −6,542−37.0% | Reduced |
| New York Life Investment Management LLC | 10,293 | $278.8K | 0.00% | +10,293 | New |
| BCJ Capital Management, LLC | 9,913 | $268.5K | 0.02% | −439,405−97.8% | Reduced |
| Private Trust Co NA | 9,310 | $252.2K | 0.03% | −306−3.2% | Reduced |
| Good Life Advisors, LLC | 8,881 | $240.6K | 0.02% | +8,881 | New |
| Kovack Advisors, Inc. | 8,877 | $240.5K | 0.03% | −161−1.8% | Reduced |
| Global Retirement Partners, LLC | 8,004 | $221.6K | 0.01% | +1,000+14.3% | Added |
| GTS Securities LLC | 7,891 | $213.8K | 0.00% | +7,891 | New |
| Knights of Columbus Asset Advisors LLC | 4,922 | $133.3K | 0.01% | −807−14.1% | Reduced |
| 4Thought Financial Group Inc. | 3,173 | $86.0K | 0.06% | +111+3.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 3,007 | $81.0K | 0.03% | −315−9.5% | Reduced |
| Parallel Advisors, LLC | 1,870 | $50.7K | 0.00% | −2,250−54.6% | Reduced |
| Provenance Wealth Advisors, LLC | 1,693 | $45.9K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,440 | $39.0K | 0.00% | +1,440 | New |
| Comerica Bank | 1,418 | $38.4K | 0.00% | −30,166−95.5% | Reduced |
| Salem Investment Counselors Inc | 1,310 | $35.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 950 | $25.7K | 0.00% | +950 | New |
| Coppell Advisory Solutions LLC | 711 | $19.3K | 0.00% | +711 | New |
| Harbour Investments, Inc. | 634 | $17.2K | 0.00% | +634 | New |
| BNP Paribas Arbitrage, SA | 628 | $17.0K | 0.00% | −91,945−99.3% | Reduced |
| Baystate Wealth Management LLC | 532 | $14.4K | 0.00% | +532 | New |
| Tower Research Capital LLC (TRC) | 426 | $11.5K | 0.00% | −300−41.3% | Reduced |
| GeoWealth Management, LLC | 173 | $4.00K | 0.00% | +173 | New |
| National Bank of Canada | 118 | $3.22K | 0.00% | −819−87.4% | Reduced |
| Anchor Investment Management, LLC | 100 | $2.71K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 96 | $2.60K | 0.00% | −542,254−100.0% | Reduced |
| Cypress Capital Management LLC (WY) | 76 | $2.06K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 75 | $2.03K | 0.00% | +75 | New |
| Farther Finance Advisors, LLC | 71 | $1.92K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 14 | $374 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 12 | $325 | 0.00% | −2,780−99.6% | Reduced |
| Barclays PLC | 2 | $54 | 0.00% | −1−33.3% | Reduced |
| The PNC Financial Services Group, Inc. | 1 | $18 | 0.00% | −201−99.5% | Reduced |
| Price Capital Management, Inc. | 0 | $0 | 0.00% | −399,360−100.0% | Sold out |
| Vista Finance, LLC | 0 | $0 | 0.00% | −295,750−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −268,544−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −77,757−100.0% | Sold out |