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.
| 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, 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Barclays PLC | 2 | $58 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 13 | $378 | 0.00% | −1−7.1% | Reduced |
| Concord Wealth Partners | 50 | $1.46K | 0.00% | +50 | New |
| Cypress Capital Management LLC (WY) | 76 | $2.21K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 96 | $2.80K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 124 | $3.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 118 | $3.44K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 127 | $3.70K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 177 | $5.16K | 0.00% | +8+4.7% | Added |
| Penserra Capital Management LLC | 275 | $8.00K | 0.00% | +275 | New |
| Harbour Investments, Inc. | 422 | $12.3K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 479 | $13.9K | 0.00% | +479 | New |
| Bramshill Investments, LLC | 525 | $15.3K | 0.00% | +525 | New |
| Atwood & Palmer Inc | 600 | $17.5K | 0.00% | +600 | New |
| Capital Analysts, LLC | 1,075 | $31.0K | 0.00% | +1,075 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1,179 | $34.0K | 0.01% | −29−2.4% | Reduced |
| Salem Investment Counselors Inc | 1,310 | $38.2K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,360 | $39.6K | 0.00% | +27+2.0% | Added |
| Sunbelt Securities, Inc. | 1,440 | $41.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,450 | $42.2K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 1,693 | $49.3K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,226 | $64.8K | 0.00% | +2,000+885.0% | Added |
| Knights of Columbus Asset Advisors LLC | 2,643 | $77.0K | 0.01% | −1,813−40.7% | Reduced |
| Comerica Bank | 2,796 | $81.4K | 0.00% | +2,796 | New |
| 4Thought Financial Group Inc. | 3,169 | $92.3K | 0.06% | −2−0.1% | Reduced |
| Delos Wealth Advisors, LLC | 4,187 | $122.0K | 0.12% | −4,985−54.4% | Reduced |
| Sound Income Strategies, LLC | 4,260 | $124.1K | 0.01% | −13,655−76.2% | Reduced |
| Prostatis Group LLC | 6,983 | $203.4K | 0.07% | +6,983 | New |
| Captrust Financial Advisors | 7,248 | $211.1K | 0.00% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 8,079 | $235.3K | 0.03% | +8,079 | New |
| Citadel Advisors LLC | 8,165 | $237.8K | 0.00% | −137,120−94.4% | Reduced |
| CWM, LLC | 8,971 | $261.0K | 0.00% | −1,327−12.9% | Reduced |
| Private Trust Co NA | 9,289 | $270.6K | 0.03% | +159+1.7% | Added |
| Avantax Advisory Services, Inc. | 9,965 | $290.3K | 0.00% | +198+2.0% | Added |
| Roman Butler Fullerton & Co | 10,107 | $292.5K | 0.09% | +10,107 | New |
| Atria Wealth Solutions, Inc. | 10,115 | $294.6K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 10,333 | $301.0K | 0.00% | +538+5.5% | Added |
| Two Sigma Securities, LLC | 10,664 | $310.6K | 0.01% | +10,664 | New |
| SMART Wealth LLC | 11,101 | $323.4K | 0.13% | −3,090−21.8% | Reduced |
| Focus Financial Network, Inc. | 12,248 | $350.4K | 0.01% | −1,129−8.4% | Reduced |
| Flow Traders U.S. LLC | 12,286 | $358.0K | 0.02% | +2,293+22.9% | Added |
| Good Life Advisors, LLC | 12,435 | $362.2K | 0.03% | +1,304+11.7% | Added |
| Tucker Asset Management LLC | 14,195 | $413.5K | 0.09% | +14,195 | New |
| TAP Consulting, LLC | 14,227 | $414.4K | 0.09% | 00.0% | Unchanged |
| Ferguson Shapiro LLC | 14,843 | $432.4K | 0.17% | +14,843 | New |
| Integrated Wealth Concepts LLC | 15,484 | $451.1K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 17,107 | $494.4K | 0.01% | +17,107 | New |
| Blair William & Co | 18,334 | $534.1K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 18,819 | $548.2K | 0.01% | +18,819 | New |
| Trademark Financial Management, LLC | 19,058 | $555.2K | 0.45% | +7,032+58.5% | Added |
| Bank of New York Mellon Corp | 20,257 | $590.1K | 0.00% | 00.0% | Unchanged |
| Centric Wealth Management | 24,295 | $700.2K | 0.20% | −3,061−11.2% | Reduced |
| Intrua Financial, LLC | 24,066 | $701.0K | 0.11% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 26,874 | $782.8K | 0.02% | +26,874 | New |
| Private Advisor Group, LLC | 28,366 | $826.3K | 0.01% | +28,366 | New |
| Allie Family Office LLC | 29,128 | $848.5K | 0.51% | −3,480−10.7% | Reduced |
| Advisor Group Holdings, Inc. | 29,365 | $855.4K | 0.00% | +10,192+53.2% | Added |
| Milestone Asset Management, LLC | 36,879 | $1.07M | 0.27% | +36,879 | New |
| Janney Montgomery Scott LLC | 37,704 | $1.10M | 0.00% | +37,704 | New |
| Quadrature Capital Ltd | 40,729 | $1.19M | 0.02% | +40,729 | New |
| HRT Financial LP | 41,086 | $1.20M | 0.01% | +6,595+19.1% | Added |
| Retirement Financial Solutions, LLC | 41,762 | $1.22M | 0.57% | +2,901+7.5% | Added |
| Park Edge Advisors, LLC | 42,161 | $1.23M | 0.38% | +5,868+16.2% | Added |
| MML Investors Services, LLC | 45,922 | $1.34M | 0.01% | −286−0.6% | Reduced |
| Kestra Advisory Services, LLC | 48,516 | $1.41M | 0.01% | +48,516 | New |
| BCJ Capital Management, LLC | 62,783 | $1.83M | 0.15% | +54,382+647.3% | Added |
| Raymond James & Associates | 64,614 | $1.88M | 0.00% | +64,614 | New |
| Foundations Investment Advisors, LLC | 65,758 | $1.92M | 0.05% | −79,159−54.6% | Reduced |
| JPMorgan Chase & Co | 67,108 | $1.95M | 0.00% | −72,194−51.8% | Reduced |
| HighTower Advisors, LLC | 68,276 | $1.99M | 0.00% | +68,276 | New |
| IMC-Chicago, LLC | 75,150 | $2.19M | 0.07% | +39,389+110.1% | Added |
| Goldman Sachs Group Inc | 78,353 | $2.28M | 0.00% | −249,932−76.1% | Reduced |
| Davies Financial Advisors, Inc. | 103,703 | $3.02M | 2.82% | +103,703 | New |
| Wells Fargo & Company | 104,751 | $3.05M | 0.00% | −41,487−28.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 107,571 | $3.13M | 0.01% | +52,310+94.7% | Added |
| Envestnet Asset Management Inc | 108,853 | $3.17M | 0.00% | +70,285+182.2% | Added |
| Cetera Investment Advisers | 113,562 | $3.31M | 0.01% | +45,456+66.7% | Added |
| Fortis Group Advisors, LLC | 140,886 | $4.10M | 0.82% | +118,012+515.9% | Added |
| LPL Financial LLC | 145,888 | $4.25M | 0.00% | +88,697+155.1% | Added |
| Royal Bank of Canada | 155,316 | $4.52M | 0.00% | +121,006+352.7% | Added |
| UBS Group AG | 159,394 | $4.64M | 0.00% | +84,855+113.8% | Added |
| Compton Financial Group, LLC | 224,953 | $6.55M | 2.13% | +16,240+7.8% | Added |
| Qube Research & Technologies Ltd | 284,246 | $8.28M | 0.02% | +43,469+18.1% | Added |
| Bank of America Corp | 306,237 | $8.92M | 0.00% | +253,384+479.4% | Added |
| Ameriprise Financial Inc | 311,290 | $9.07M | 0.00% | +24,567+8.6% | Added |
| Commonwealth Equity Services, LLC | 319,548 | $9.31M | 0.01% | +113,222+54.9% | Added |
| Exchange Traded Concepts, LLC | 377,912 | $11.0M | 0.28% | −52,596−12.2% | Reduced |
| Susquehanna International Group, LLP | 416,861 | $12.1M | 0.02% | −273,287−39.6% | Reduced |
| BNP Paribas Arbitrage, SA | 634,457 | $18.5M | 0.02% | +225,638+55.2% | Added |
| Jane Street Group, LLC | 1,199,316 | $34.9M | 0.04% | +335,846+38.9% | Added |
| New York Life Investment Management LLC | 1,630,386 | $47.5M | 0.48% | +938,762+135.7% | Added |
| Morgan Stanley | 2,193,210 | $63.9M | 0.00% | +382,135+21.1% | Added |
| Vicus Capital | 0 | $0 | 0.00% | −95,769−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −74,835−100.0% | Sold out |
| Life Line Wealth Management LLC | 0 | $0 | 0.00% | −24,434−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −16,085−100.0% | Sold out |
| U S Global Investors Inc | 0 | $0 | 0.00% | −14,900−100.0% | Sold out |
| Cabana LLC | 0 | $0 | 0.00% | −11,456−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −11,075−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −10,396−100.0% | Sold out |