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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $28 | 0.00% | +1 | New |
| Barclays PLC | 2 | $56 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 14 | $392 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 70 | $2.00K | 0.00% | +70 | New |
| Larson Financial Group LLC | 75 | $2.13K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 76 | $2.16K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 96 | $2.72K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $2.84K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 118 | $3.39K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 127 | $3.60K | 0.00% | −7,877−98.4% | Reduced |
| Briaud Financial Planning, Inc | 124 | $4.00K | 0.00% | +124 | New |
| Farther Finance Advisors, LLC | 169 | $4.81K | 0.00% | +98+138.0% | Added |
| Tower Research Capital LLC (TRC) | 226 | $6.41K | 0.00% | −200−46.9% | Reduced |
| Harbour Investments, Inc. | 422 | $12.0K | 0.00% | −212−33.4% | Reduced |
| GeoWealth Management, LLC | 574 | $16.3K | 0.00% | +401+231.8% | Added |
| GWM Advisors LLC | 950 | $27.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,208 | $34.3K | 0.01% | −1,799−59.8% | Reduced |
| Salem Investment Counselors Inc | 1,310 | $37.2K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,333 | $37.8K | 0.00% | +1,333 | New |
| Sunbelt Securities, Inc. | 1,440 | $40.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,450 | $41.1K | 0.00% | −420−22.5% | Reduced |
| Provenance Wealth Advisors, LLC | 1,693 | $48.0K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,975 | $56.0K | 0.01% | +1,975 | New |
| 4Thought Financial Group Inc. | 3,171 | $90.0K | 0.06% | −2−0.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 4,456 | $126.4K | 0.01% | −466−9.5% | Reduced |
| Captrust Financial Advisors | 7,248 | $205.6K | 0.00% | +7,248 | New |
| Dark Forest Capital Management LP | 7,851 | $222.7K | 0.04% | −15,885−66.9% | Reduced |
| BCJ Capital Management, LLC | 8,401 | $238.3K | 0.02% | −1,512−15.3% | Reduced |
| Private Trust Co NA | 9,130 | $259.0K | 0.03% | −180−1.9% | Reduced |
| Delos Wealth Advisors, LLC | 9,172 | $260.2K | 0.29% | −42,677−82.3% | Reduced |
| Avantax Advisory Services, Inc. | 9,767 | $277.1K | 0.00% | +9,767 | New |
| Truist Financial Corp | 9,795 | $277.9K | 0.00% | −1,321−11.9% | Reduced |
| Flow Traders U.S. LLC | 9,993 | $284.0K | 0.02% | +9,993 | New |
| Atria Wealth Solutions, Inc. | 10,115 | $287.0K | 0.00% | +10,115 | New |
| Wolverine Trading, LLC | 10,263 | $291.2K | 0.00% | −18,491−64.3% | Reduced |
| CWM, LLC | 10,298 | $292.0K | 0.00% | −17,946−63.5% | Reduced |
| Diametric Capital, LP | 10,396 | $294.9K | 0.16% | −809−7.2% | Reduced |
| D.A. Davidson & Co. | 11,075 | $314.2K | 0.00% | −850−7.1% | Reduced |
| Good Life Advisors, LLC | 11,131 | $315.8K | 0.03% | +2,250+25.3% | Added |
| Cabana LLC | 11,456 | $325.0K | 1.38% | +44+0.4% | Added |
| Trademark Financial Management, LLC | 12,026 | $341.2K | 0.28% | −6,513−35.1% | Reduced |
| Focus Financial Network, Inc. | 13,377 | $386.6K | 0.02% | +13,377 | New |
| SMART Wealth LLC | 14,191 | $402.6K | 0.18% | −22,943−61.8% | Reduced |
| TAP Consulting, LLC | 14,227 | $403.6K | 0.09% | 00.0% | Unchanged |
| U S Global Investors Inc | 14,900 | $422.7K | 0.03% | +14,900 | New |
| Integrated Wealth Concepts LLC | 15,484 | $439.3K | 0.01% | −6,791−30.5% | Reduced |
| Belpointe Asset Management LLC | 16,085 | $456.3K | 0.03% | −5,441−25.3% | Reduced |
| Sound Income Strategies, LLC | 17,915 | $508.2K | 0.04% | −57,197−76.1% | Reduced |
| Blair William & Co | 18,334 | $520.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 19,173 | $544.0K | 0.00% | −55,324−74.3% | Reduced |
| Bank of New York Mellon Corp | 20,257 | $574.7K | 0.00% | −1,801−8.2% | Reduced |
| Fortis Group Advisors, LLC | 22,874 | $648.9K | 0.12% | −827,970−97.3% | Reduced |
| Intrua Financial, LLC | 24,066 | $682.8K | 0.11% | −12,262−33.8% | Reduced |
| Life Line Wealth Management LLC | 24,434 | $693.2K | 0.26% | +4,349+21.7% | Added |
| Centric Wealth Management | 27,356 | $792.8K | 0.25% | +13,927+103.7% | Added |
| Allie Family Office LLC | 32,608 | $925.1K | 0.54% | +32,608 | New |
| Royal Bank of Canada | 34,310 | $974.0K | 0.00% | −99,033−74.3% | Reduced |
| HRT Financial LP | 34,491 | $978.0K | 0.01% | −2,954−7.9% | Reduced |
| IMC-Chicago, LLC | 35,761 | $1.01M | 0.04% | −58,785−62.2% | Reduced |
| Park Edge Advisors, LLC | 36,293 | $1.03M | 0.29% | −148,726−80.4% | Reduced |
| Envestnet Asset Management Inc | 38,568 | $1.09M | 0.00% | −30,540−44.2% | Reduced |
| Retirement Financial Solutions, LLC | 38,861 | $1.10M | 0.57% | −4,683−10.8% | Reduced |
| MML Investors Services, LLC | 46,208 | $1.31M | 0.01% | −27,865−37.6% | Reduced |
| Bank of America Corp | 52,853 | $1.50M | 0.00% | −221,562−80.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 55,261 | $1.57M | 0.01% | −174,681−76.0% | Reduced |
| LPL Financial LLC | 57,191 | $1.62M | 0.00% | −167,258−74.5% | Reduced |
| Cetera Investment Advisers | 68,106 | $1.93M | 0.00% | +68,106 | New |
| UBS Group AG | 74,539 | $2.11M | 0.00% | +16,816+29.1% | Added |
| Bank of Montreal | 74,835 | $2.12M | 0.00% | +74,835 | New |
| Vicus Capital | 95,769 | $2.72M | 0.25% | +95,769 | New |
| JPMorgan Chase & Co | 139,302 | $3.95M | 0.00% | +68,379+96.4% | Added |
| Foundations Investment Advisors, LLC | 144,917 | $4.11M | 0.11% | +131,700+996.4% | Added |
| Citadel Advisors LLC | 145,285 | $4.12M | 0.00% | +93,188+178.9% | Added |
| Wells Fargo & Company | 146,238 | $4.15M | 0.00% | −30,205−17.1% | Reduced |
| Commonwealth Equity Services, LLC | 206,326 | $5.85M | 0.01% | −124,091−37.6% | Reduced |
| Compton Financial Group, LLC | 208,713 | $5.92M | 1.99% | +3,519+1.7% | Added |
| Qube Research & Technologies Ltd | 240,777 | $6.83M | 0.01% | +201,173+508.0% | Added |
| Ameriprise Financial Inc | 286,723 | $8.13M | 0.00% | −50,284−14.9% | Reduced |
| Goldman Sachs Group Inc | 328,285 | $9.31M | 0.00% | +100.0% | Added |
| BNP Paribas Arbitrage, SA | 408,819 | $11.6M | 0.01% | +408,191+64,998.6% | Added |
| Exchange Traded Concepts, LLC | 430,508 | $12.2M | 0.32% | +107,814+33.4% | Added |
| Susquehanna International Group, LLP | 690,148 | $19.6M | 0.03% | +423,116+158.5% | Added |
| New York Life Investment Management LLC | 691,624 | $19.6M | 0.20% | +681,331+6,619.4% | Added |
| Jane Street Group, LLC | 863,470 | $24.5M | 0.03% | −597,556−40.9% | Reduced |
| Morgan Stanley | 1,811,075 | $51.4M | 0.00% | −2,602,838−59.0% | Reduced |
| 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 |