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, Q1 2024
Institutional positions in Invesco DB US Dollar Index Bullish Fund as of Mar 31, 2024. 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
- 85
- −8 vs. Q4 2023
- Shares held
- 7.96M
- −3.83M (−32.5%) vs. Q4 2023
- Total value
- $225.8M
- −$94.4M (−29.5%) vs. Q4 2023
- New holders
- 15
- 17 more added
- Sold out
- 23
- 40 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Invesco DB US Dollar Index Bullish Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,811,075 | $51.4M | 0.00% | −2,602,838−59.0% | Reduced |
| Jane Street Group, LLC | 863,470 | $24.5M | 0.03% | −597,556−40.9% | Reduced |
| New York Life Investment Management LLC | 691,624 | $19.6M | 0.20% | +681,331+6,619.4% | Added |
| Susquehanna International Group, LLP | 690,148 | $19.6M | 0.03% | +423,116+158.5% | Added |
| Exchange Traded Concepts, LLC | 430,508 | $12.2M | 0.32% | +107,814+33.4% | Added |
| BNP Paribas Arbitrage, SA | 408,819 | $11.6M | 0.01% | +408,191+64,998.6% | Added |
| Goldman Sachs Group Inc | 328,285 | $9.31M | 0.00% | +100.0% | Added |
| Ameriprise Financial Inc | 286,723 | $8.13M | 0.00% | −50,284−14.9% | Reduced |
| Qube Research & Technologies Ltd | 240,777 | $6.83M | 0.01% | +201,173+508.0% | Added |
| Compton Financial Group, LLC | 208,713 | $5.92M | 1.99% | +3,519+1.7% | Added |
| Commonwealth Equity Services, LLC | 206,326 | $5.85M | 0.01% | −124,091−37.6% | Reduced |
| Wells Fargo & Company | 146,238 | $4.15M | 0.00% | −30,205−17.1% | Reduced |
| Citadel Advisors LLC | 145,285 | $4.12M | 0.00% | +93,188+178.9% | Added |
| Foundations Investment Advisors, LLC | 144,917 | $4.11M | 0.11% | +131,700+996.4% | Added |
| JPMorgan Chase & Co | 139,302 | $3.95M | 0.00% | +68,379+96.4% | Added |
| Vicus Capital | 95,769 | $2.72M | 0.25% | +95,769 | New |
| Bank of Montreal | 74,835 | $2.12M | 0.00% | +74,835 | New |
| UBS Group AG | 74,539 | $2.11M | 0.00% | +16,816+29.1% | Added |
| Cetera Investment Advisers | 68,106 | $1.93M | 0.00% | +68,106 | New |
| LPL Financial LLC | 57,191 | $1.62M | 0.00% | −167,258−74.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 55,261 | $1.57M | 0.01% | −174,681−76.0% | Reduced |
| Bank of America Corp | 52,853 | $1.50M | 0.00% | −221,562−80.7% | Reduced |
| MML Investors Services, LLC | 46,208 | $1.31M | 0.01% | −27,865−37.6% | Reduced |
| Retirement Financial Solutions, LLC | 38,861 | $1.10M | 0.57% | −4,683−10.8% | Reduced |
| Envestnet Asset Management Inc | 38,568 | $1.09M | 0.00% | −30,540−44.2% | Reduced |
| Park Edge Advisors, LLC | 36,293 | $1.03M | 0.29% | −148,726−80.4% | Reduced |
| IMC-Chicago, LLC | 35,761 | $1.01M | 0.04% | −58,785−62.2% | Reduced |
| HRT Financial LP | 34,491 | $978.0K | 0.01% | −2,954−7.9% | Reduced |
| Royal Bank of Canada | 34,310 | $974.0K | 0.00% | −99,033−74.3% | Reduced |
| Allie Family Office LLC | 32,608 | $925.1K | 0.54% | +32,608 | New |
| Centric Wealth Management | 27,356 | $792.8K | 0.25% | +13,927+103.7% | Added |
| Life Line Wealth Management LLC | 24,434 | $693.2K | 0.26% | +4,349+21.7% | Added |
| Intrua Financial, LLC | 24,066 | $682.8K | 0.11% | −12,262−33.8% | Reduced |
| Fortis Group Advisors, LLC | 22,874 | $648.9K | 0.12% | −827,970−97.3% | Reduced |
| Bank of New York Mellon Corp | 20,257 | $574.7K | 0.00% | −1,801−8.2% | Reduced |
| Advisor Group Holdings, Inc. | 19,173 | $544.0K | 0.00% | −55,324−74.3% | Reduced |
| Blair William & Co | 18,334 | $520.1K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 17,915 | $508.2K | 0.04% | −57,197−76.1% | Reduced |
| Belpointe Asset Management LLC | 16,085 | $456.3K | 0.03% | −5,441−25.3% | Reduced |
| Integrated Wealth Concepts LLC | 15,484 | $439.3K | 0.01% | −6,791−30.5% | Reduced |
| U S Global Investors Inc | 14,900 | $422.7K | 0.03% | +14,900 | New |
| TAP Consulting, LLC | 14,227 | $403.6K | 0.09% | 00.0% | Unchanged |
| SMART Wealth LLC | 14,191 | $402.6K | 0.18% | −22,943−61.8% | Reduced |
| Focus Financial Network, Inc. | 13,377 | $386.6K | 0.02% | +13,377 | New |
| Trademark Financial Management, LLC | 12,026 | $341.2K | 0.28% | −6,513−35.1% | Reduced |
| Cabana LLC | 11,456 | $325.0K | 1.38% | +44+0.4% | Added |
| Good Life Advisors, LLC | 11,131 | $315.8K | 0.03% | +2,250+25.3% | Added |
| D.A. Davidson & Co. | 11,075 | $314.2K | 0.00% | −850−7.1% | Reduced |
| Diametric Capital, LP | 10,396 | $294.9K | 0.16% | −809−7.2% | Reduced |
| CWM, LLC | 10,298 | $292.0K | 0.00% | −17,946−63.5% | Reduced |
| Wolverine Trading, LLC | 10,263 | $291.2K | 0.00% | −18,491−64.3% | Reduced |
| Atria Wealth Solutions, Inc. | 10,115 | $287.0K | 0.00% | +10,115 | New |
| Flow Traders U.S. LLC | 9,993 | $284.0K | 0.02% | +9,993 | New |
| Truist Financial Corp | 9,795 | $277.9K | 0.00% | −1,321−11.9% | Reduced |
| Avantax Advisory Services, Inc. | 9,767 | $277.1K | 0.00% | +9,767 | New |
| Delos Wealth Advisors, LLC | 9,172 | $260.2K | 0.29% | −42,677−82.3% | Reduced |
| Private Trust Co NA | 9,130 | $259.0K | 0.03% | −180−1.9% | Reduced |
| BCJ Capital Management, LLC | 8,401 | $238.3K | 0.02% | −1,512−15.3% | Reduced |
| Dark Forest Capital Management LP | 7,851 | $222.7K | 0.04% | −15,885−66.9% | Reduced |
| Captrust Financial Advisors | 7,248 | $205.6K | 0.00% | +7,248 | New |
| Knights of Columbus Asset Advisors LLC | 4,456 | $126.4K | 0.01% | −466−9.5% | Reduced |
| 4Thought Financial Group Inc. | 3,171 | $90.0K | 0.06% | −2−0.1% | Reduced |
| Headlands Technologies LLC | 1,975 | $56.0K | 0.01% | +1,975 | New |
| Provenance Wealth Advisors, LLC | 1,693 | $48.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,450 | $41.1K | 0.00% | −420−22.5% | Reduced |
| Sunbelt Securities, Inc. | 1,440 | $40.9K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,333 | $37.8K | 0.00% | +1,333 | New |
| Salem Investment Counselors Inc | 1,310 | $37.2K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,208 | $34.3K | 0.01% | −1,799−59.8% | Reduced |
| GWM Advisors LLC | 950 | $27.0K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 574 | $16.3K | 0.00% | +401+231.8% | Added |
| Harbour Investments, Inc. | 422 | $12.0K | 0.00% | −212−33.4% | Reduced |
| Tower Research Capital LLC (TRC) | 226 | $6.41K | 0.00% | −200−46.9% | Reduced |
| Farther Finance Advisors, LLC | 169 | $4.81K | 0.00% | +98+138.0% | Added |
| Briaud Financial Planning, Inc | 124 | $4.00K | 0.00% | +124 | New |
| Global Retirement Partners, LLC | 127 | $3.60K | 0.00% | −7,877−98.4% | Reduced |
| National Bank of Canada | 118 | $3.39K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $2.84K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 96 | $2.72K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 76 | $2.16K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 75 | $2.13K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 70 | $2.00K | 0.00% | +70 | New |
| Oliver Lagore Vanvalin Investment Group | 14 | $392 | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 2 | $56 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $28 | 0.00% | +1 | New |
| Client First Capital LLC | 0 | $0 | 0.00% | −207,598−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −148,889−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −81,683−100.0% | Sold out |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −73,137−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −61,532−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −53,474−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −42,295−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −33,442−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −30,450−100.0% | Sold out |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | $0 | 0.00% | −21,545−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −19,740−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −14,605−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −14,005−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −13,502−100.0% | Sold out |
| Cedar Wealth Management, LLC | 0 | $0 | 0.00% | −12,732−100.0% | Sold out |