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, Q3 2024
Institutional positions in Invesco DB US Dollar Index Bullish Fund as of Sep 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
- 72
- −20 vs. Q2 2024
- Shares held
- 9.60M
- −747.8K (−7.2%) vs. Q2 2024
- Total value
- $270.6M
- −$30.8M (−10.2%) vs. Q2 2024
- New holders
- 9
- 14 more added
- Sold out
- 29
- 35 more reduced
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Invesco DB US Dollar Index Bullish Fund; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 4,444,475 | $125.2M | 0.01% | +2,251,265+102.6% | Added |
| New York Life Investment Management LLC | 2,227,436 | $62.8M | 0.61% | +597,050+36.6% | Added |
| Jane Street Group, LLC | 502,893 | $14.2M | 0.02% | −696,423−58.1% | Reduced |
| Exchange Traded Concepts, LLC | 327,264 | $9.22M | 0.22% | −50,648−13.4% | Reduced |
| Ameriprise Financial Inc | 268,847 | $7.58M | 0.00% | −42,443−13.6% | Reduced |
| Bank of America Corp | 194,561 | $5.48M | 0.00% | −111,676−36.5% | Reduced |
| Qube Research & Technologies Ltd | 133,238 | $3.75M | 0.01% | −151,008−53.1% | Reduced |
| Empowered Funds, LLC | 128,712 | $3.63M | 0.06% | +128,712 | New |
| IMC-Chicago, LLC | 105,292 | $2.97M | 0.09% | +30,142+40.1% | Added |
| BNP Paribas Arbitrage, SA | 102,412 | $2.89M | 0.00% | −532,045−83.9% | Reduced |
| Goldman Sachs Group Inc | 93,216 | $2.63M | 0.00% | +14,863+19.0% | Added |
| LPL Financial LLC | 89,589 | $2.52M | 0.00% | −56,299−38.6% | Reduced |
| GTS Securities LLC | 80,587 | $2.27M | 0.05% | +80,587 | New |
| Flow Traders U.S. LLC | 74,410 | $2.10M | 0.11% | +62,124+505.6% | Added |
| Bulltick Wealth Management, LLC | 70,026 | $1.97M | 0.49% | +70,026 | New |
| Wells Fargo & Company | 67,977 | $1.92M | 0.00% | −36,774−35.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 53,146 | $1.50M | 0.01% | −54,425−50.6% | Reduced |
| Park Edge Advisors, LLC | 43,663 | $1.23M | 0.35% | +1,502+3.6% | Added |
| Retirement Financial Solutions, LLC | 42,340 | $1.19M | 0.52% | +578+1.4% | Added |
| Bank of Montreal | 42,200 | $1.18M | 0.00% | +42,200 | New |
| Raffles Associates LP | 40,000 | $1.13M | 1.16% | +40,000 | New |
| Susquehanna International Group, LLP | 38,114 | $1.07M | 0.00% | −378,747−90.9% | Reduced |
| Envestnet Asset Management Inc | 36,178 | $1.02M | 0.00% | −72,675−66.8% | Reduced |
| Allie Family Office LLC | 29,128 | $820.8K | 0.44% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 26,963 | $759.8K | 0.00% | −2,402−8.2% | Reduced |
| Centric Wealth Management | 24,394 | $721.1K | 0.19% | +99+0.4% | Added |
| Davies Financial Advisors, Inc. | 23,628 | $665.8K | 0.58% | −80,075−77.2% | Reduced |
| HRT Financial LP | 22,285 | $627.0K | 0.00% | −18,801−45.8% | Reduced |
| Bank of New York Mellon Corp | 22,007 | $620.2K | 0.00% | +1,750+8.6% | Added |
| Good Life Advisors, LLC | 20,504 | $577.9K | 0.04% | +8,069+64.9% | Added |
| UBS Group AG | 19,693 | $554.9K | 0.00% | −139,701−87.6% | Reduced |
| Advisory Services Network, LLC | 18,819 | $548.2K | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 16,834 | $474.4K | 0.00% | −1,500−8.2% | Reduced |
| Intrua Financial, LLC | 16,336 | $460.3K | 0.07% | −7,730−32.1% | Reduced |
| Integrated Wealth Concepts LLC | 15,484 | $436.4K | 0.01% | 00.0% | Unchanged |
| TAP Consulting, LLC | 14,227 | $400.9K | 0.08% | 00.0% | Unchanged |
| Cetera Investment Advisers | 13,207 | $372.2K | 0.00% | −100,355−88.4% | Reduced |
| Focus Financial Network, Inc. | 12,593 | $354.9K | 0.01% | +345+2.8% | Added |
| Roman Butler Fullerton & Co | 10,107 | $292.5K | 0.09% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 10,115 | $285.0K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 10,019 | $282.3K | 0.00% | +54+0.5% | Added |
| SMART Wealth LLC | 8,524 | $240.2K | 0.09% | −2,577−23.2% | Reduced |
| Truist Financial Corp | 8,009 | $225.7K | 0.00% | −2,324−22.5% | Reduced |
| Kovack Advisors, Inc. | 7,211 | $203.2K | 0.02% | −868−10.7% | Reduced |
| Simplex Trading, LLC | 7,203 | $202.0K | 0.01% | +7,203 | New |
| JPMorgan Chase & Co | 3,978 | $112.1K | 0.00% | −63,130−94.1% | Reduced |
| Delos Wealth Advisors, LLC | 3,806 | $107.3K | 0.09% | −381−9.1% | Reduced |
| Citadel Advisors LLC | 3,462 | $97.6K | 0.00% | −4,703−57.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 3,330 | $93.8K | 0.01% | +687+26.0% | Added |
| Private Trust Co NA | 3,243 | $91.4K | 0.01% | −6,046−65.1% | Reduced |
| 4Thought Financial Group Inc. | 3,121 | $87.9K | 0.05% | −48−1.5% | Reduced |
| National Bank of Canada | 3,118 | $87.9K | 0.00% | +3,000+2,542.4% | Added |
| Sound Income Strategies, LLC | 2,887 | $81.4K | 0.01% | −1,373−32.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,160 | $60.9K | 0.00% | +2,160 | New |
| Royal Bank of Canada | 1,341 | $38.0K | 0.00% | −153,975−99.1% | Reduced |
| Salem Investment Counselors Inc | 1,310 | $36.9K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 1,129 | $31.8K | 0.00% | −564−33.3% | Reduced |
| CoreCap Advisors, LLC | 1,101 | $31.0K | 0.00% | −259−19.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 887 | $25.0K | 0.01% | −292−24.8% | Reduced |
| Parallel Advisors, LLC | 880 | $24.8K | 0.00% | −570−39.3% | Reduced |
| CWM, LLC | 522 | $15.0K | 0.00% | −8,449−94.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 479 | $13.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 422 | $11.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 177 | $4.99K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 127 | $3.58K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 124 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 99 | $2.79K | 0.00% | −2,127−95.6% | Reduced |
| Jones Financial Companies LLLP | 69 | $1.94K | 0.00% | +69 | New |
| Oliver Lagore Vanvalin Investment Group | 13 | $365 | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 2 | $56 | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 1 | $28 | 0.00% | −75−98.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | +1 | New |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −319,548−100.0% | Sold out |
| Compton Financial Group, LLC | 0 | $0 | 0.00% | −224,953−100.0% | Sold out |
| Fortis Group Advisors, LLC | 0 | $0 | 0.00% | −140,886−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −68,276−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −65,758−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −64,614−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −62,783−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −48,516−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −45,922−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −40,729−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −37,704−100.0% | Sold out |
| Milestone Asset Management, LLC | 0 | $0 | 0.00% | −36,879−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −28,366−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −26,874−100.0% | Sold out |
| Trademark Financial Management, LLC | 0 | $0 | 0.00% | −19,058−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −17,107−100.0% | Sold out |
| Ferguson Shapiro LLC | 0 | $0 | 0.00% | −14,843−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −14,195−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,664−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −7,248−100.0% | Sold out |
| Prostatis Group LLC | 0 | $0 | 0.00% | −6,983−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −2,796−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −1,440−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −1,075−100.0% | Sold out |
| Atwood & Palmer Inc | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −525−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −96−100.0% | Sold out |