Skip to main content

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, Q2 2024

Institutional positions in Invesco DB US Dollar Index Bullish Fund as of Jun 30, 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
92
+7 vs. Q1 2024
Shares held
10.3M
+2.39M (+30.0%) vs. Q1 2024
Total value
$301.5M
+$75.6M (+33.5%) vs. Q1 2024
New holders
24
31 more added
Sold out
17
19 more reduced

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 92 institutions
Q1 2021: 64 institutionsQ2 2021: 66 institutionsQ3 2021: 59 institutionsQ4 2021: 84 institutionsQ1 2022: 111 institutionsQ2 2022: 149 institutionsQ3 2022: 175 institutionsQ4 2022: 179 institutionsQ1 2023: 139 institutionsQ2 2023: 97 institutionsQ3 2023: 93 institutionsQ4 2023: 96 institutionsQ1 2024: 85 institutionsQ2 2024: 92 institutionsQ3 2024: 72 institutionsQ4 2024: 85 institutionsQ1 2025: 76 institutionsQ2 2025: 79 institutionsQ3 2025: 65 institutionsQ4 2025: 77 institutionsQ1 2026: 89 institutionsQ2 2026: 76 institutions
Value heldQ2 2024: $301.5M
Q1 2021: $167.4MQ2 2021: $189.1MQ3 2021: $210.2MQ4 2021: $302.2MQ1 2022: $465.7MQ2 2022: $1.06BQ3 2022: $1.17BQ4 2022: $894.3MQ1 2023: $712.9MQ2 2023: $424.8MQ3 2023: $393.7MQ4 2023: $320.6MQ1 2024: $225.8MQ2 2024: $301.5MQ3 2024: $270.6MQ4 2024: $298.2MQ1 2025: $221.0MQ2 2025: $112.5MQ3 2025: $96.1MQ4 2025: $121.5MQ1 2026: $377.4MQ2 2026: $215.9M
Institutions holding UUP and their total value by quarter
QuarterHoldersValue
Q2 202676$215.9M
Q1 202689$377.4M
Q4 202577$121.5M
Q3 202565$96.1M
Q2 202579$112.5M
Q1 202576$221.0M
Q4 202485$298.2M
Q3 202472$270.6M
Q2 202492$301.5M
Q1 202485$225.8M
Q4 202396$320.6M
Q3 202393$393.7M
Q2 202397$424.8M
Q1 2023139$712.9M
Q4 2022179$894.3M
Q3 2022175$1.17B
Q2 2022149$1.06B
Q1 2022111$465.7M
Q4 202184$302.2M
Q3 202159$210.2M
Q2 202166$189.1M
Q1 202164$167.4M

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Invesco DB US Dollar Index Bullish Fund; share changes are against Q1 2024.

Institutions holding UUP in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley2,193,210$63.9M0.00%+382,135+21.1%Added
New York Life Investment Management LLC1,630,386$47.5M0.48%+938,762+135.7%Added
Jane Street Group, LLC1,199,316$34.9M0.04%+335,846+38.9%Added
BNP Paribas Arbitrage, SA634,457$18.5M0.02%+225,638+55.2%Added
Susquehanna International Group, LLP416,861$12.1M0.02%−273,287−39.6%Reduced
Exchange Traded Concepts, LLC377,912$11.0M0.28%−52,596−12.2%Reduced
Commonwealth Equity Services, LLC319,548$9.31M0.01%+113,222+54.9%Added
Ameriprise Financial Inc311,290$9.07M0.00%+24,567+8.6%Added
Bank of America Corp306,237$8.92M0.00%+253,384+479.4%Added
Qube Research & Technologies Ltd284,246$8.28M0.02%+43,469+18.1%Added
Compton Financial Group, LLC224,953$6.55M2.13%+16,240+7.8%Added
UBS Group AG159,394$4.64M0.00%+84,855+113.8%Added
Royal Bank of Canada155,316$4.52M0.00%+121,006+352.7%Added
LPL Financial LLC145,888$4.25M0.00%+88,697+155.1%Added
Fortis Group Advisors, LLC140,886$4.10M0.82%+118,012+515.9%Added
Cetera Investment Advisers113,562$3.31M0.01%+45,456+66.7%Added
Envestnet Asset Management Inc108,853$3.17M0.00%+70,285+182.2%Added
Cambridge Investment Research Advisors, Inc.107,571$3.13M0.01%+52,310+94.7%Added
Wells Fargo & Company104,751$3.05M0.00%−41,487−28.4%Reduced
Davies Financial Advisors, Inc.103,703$3.02M2.82%+103,703New
Goldman Sachs Group Inc78,353$2.28M0.00%−249,932−76.1%Reduced
IMC-Chicago, LLC75,150$2.19M0.07%+39,389+110.1%Added
HighTower Advisors, LLC68,276$1.99M0.00%+68,276New
JPMorgan Chase & Co67,108$1.95M0.00%−72,194−51.8%Reduced
Foundations Investment Advisors, LLC65,758$1.92M0.05%−79,159−54.6%Reduced
Raymond James & Associates64,614$1.88M0.00%+64,614New
BCJ Capital Management, LLC62,783$1.83M0.15%+54,382+647.3%Added
Kestra Advisory Services, LLC48,516$1.41M0.01%+48,516New
MML Investors Services, LLC45,922$1.34M0.01%−286−0.6%Reduced
Park Edge Advisors, LLC42,161$1.23M0.38%+5,868+16.2%Added
Retirement Financial Solutions, LLC41,762$1.22M0.57%+2,901+7.5%Added
HRT Financial LP41,086$1.20M0.01%+6,595+19.1%Added
Quadrature Capital Ltd40,729$1.19M0.02%+40,729New
Janney Montgomery Scott LLC37,704$1.10M0.00%+37,704New
Milestone Asset Management, LLC36,879$1.07M0.27%+36,879New
Advisor Group Holdings, Inc.29,365$855.4K0.00%+10,192+53.2%Added
Allie Family Office LLC29,128$848.5K0.51%−3,480−10.7%Reduced
Private Advisor Group, LLC28,366$826.3K0.01%+28,366New
Perigon Wealth Management, LLC26,874$782.8K0.02%+26,874New
Intrua Financial, LLC24,066$701.0K0.11%00.0%Unchanged
Centric Wealth Management24,295$700.2K0.20%−3,061−11.2%Reduced
Bank of New York Mellon Corp20,257$590.1K0.00%00.0%Unchanged
Trademark Financial Management, LLC19,058$555.2K0.45%+7,032+58.5%Added
Advisory Services Network, LLC18,819$548.2K0.01%+18,819New
Blair William & Co18,334$534.1K0.00%00.0%Unchanged
Mutual Advisors, LLC17,107$494.4K0.01%+17,107New
Integrated Wealth Concepts LLC15,484$451.1K0.01%00.0%Unchanged
Ferguson Shapiro LLC14,843$432.4K0.17%+14,843New
TAP Consulting, LLC14,227$414.4K0.09%00.0%Unchanged
Tucker Asset Management LLC14,195$413.5K0.09%+14,195New
Good Life Advisors, LLC12,435$362.2K0.03%+1,304+11.7%Added
Flow Traders U.S. LLC12,286$358.0K0.02%+2,293+22.9%Added
Focus Financial Network, Inc.12,248$350.4K0.01%−1,129−8.4%Reduced
SMART Wealth LLC11,101$323.4K0.13%−3,090−21.8%Reduced
Two Sigma Securities, LLC10,664$310.6K0.01%+10,664New
Truist Financial Corp10,333$301.0K0.00%+538+5.5%Added
Atria Wealth Solutions, Inc.10,115$294.6K0.00%00.0%Unchanged
Roman Butler Fullerton & Co10,107$292.5K0.09%+10,107New
Avantax Advisory Services, Inc.9,965$290.3K0.00%+198+2.0%Added
Private Trust Co NA9,289$270.6K0.03%+159+1.7%Added
CWM, LLC8,971$261.0K0.00%−1,327−12.9%Reduced
Citadel Advisors LLC8,165$237.8K0.00%−137,120−94.4%Reduced
Kovack Advisors, Inc.8,079$235.3K0.03%+8,079New
Captrust Financial Advisors7,248$211.1K0.00%00.0%Unchanged
Prostatis Group LLC6,983$203.4K0.07%+6,983New
Sound Income Strategies, LLC4,260$124.1K0.01%−13,655−76.2%Reduced
Delos Wealth Advisors, LLC4,187$122.0K0.12%−4,985−54.4%Reduced
4Thought Financial Group Inc.3,169$92.3K0.06%−2−0.1%Reduced
Comerica Bank2,796$81.4K0.00%+2,796New
Knights of Columbus Asset Advisors LLC2,643$77.0K0.01%−1,813−40.7%Reduced
Tower Research Capital LLC (TRC)2,226$64.8K0.00%+2,000+885.0%Added
Provenance Wealth Advisors, LLC1,693$49.3K0.01%00.0%Unchanged
Parallel Advisors, LLC1,450$42.2K0.00%00.0%Unchanged
Sunbelt Securities, Inc.1,440$41.9K0.00%00.0%Unchanged
CoreCap Advisors, LLC1,360$39.6K0.00%+27+2.0%Added
Salem Investment Counselors Inc1,310$38.2K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC1,179$34.0K0.01%−29−2.4%Reduced
Capital Analysts, LLC1,075$31.0K0.00%+1,075New
Atwood & Palmer Inc600$17.5K0.00%+600New
Bramshill Investments, LLC525$15.3K0.00%+525New
GPS Wealth Strategies Group, LLC479$13.9K0.00%+479New
Harbour Investments, Inc.422$12.3K0.00%00.0%Unchanged
Penserra Capital Management LLC275$8.00K0.00%+275New
Farther Finance Advisors, LLC177$5.16K0.00%+8+4.7%Added
Global Retirement Partners, LLC127$3.70K0.00%00.0%Unchanged
National Bank of Canada118$3.44K0.00%00.0%Unchanged
Briaud Financial Planning, Inc124$3.00K0.00%00.0%Unchanged
IFP Advisors, Inc96$2.80K0.00%00.0%Unchanged
Cypress Capital Management LLC (WY)76$2.21K0.00%00.0%Unchanged
Concord Wealth Partners50$1.46K0.00%+50New
Oliver Lagore Vanvalin Investment Group13$3780.00%−1−7.1%Reduced
Barclays PLC2$580.00%00.0%Unchanged
Vicus Capital0$00.00%−95,769−100.0%Sold out
Bank of Montreal0$00.00%−74,835−100.0%Sold out
Life Line Wealth Management LLC0$00.00%−24,434−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−16,085−100.0%Sold out
U S Global Investors Inc0$00.00%−14,900−100.0%Sold out
Cabana LLC0$00.00%−11,456−100.0%Sold out
D.A. Davidson & Co.0$00.00%−11,075−100.0%Sold out
Diametric Capital, LP0$00.00%−10,396−100.0%Sold out