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 |
|---|---|---|---|---|---|
| Cypress Capital Management LLC (WY) | 1 | $28 | 0.00% | −75−98.7% | Reduced |
| Barclays PLC | 2 | $56 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 13 | $365 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 69 | $1.94K | 0.00% | +69 | New |
| Tower Research Capital LLC (TRC) | 99 | $2.79K | 0.00% | −2,127−95.6% | Reduced |
| Briaud Financial Planning, Inc | 124 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 127 | $3.58K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 177 | $4.99K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 422 | $11.9K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 479 | $13.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 522 | $15.0K | 0.00% | −8,449−94.2% | Reduced |
| Parallel Advisors, LLC | 880 | $24.8K | 0.00% | −570−39.3% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 887 | $25.0K | 0.01% | −292−24.8% | Reduced |
| CoreCap Advisors, LLC | 1,101 | $31.0K | 0.00% | −259−19.0% | Reduced |
| Provenance Wealth Advisors, LLC | 1,129 | $31.8K | 0.00% | −564−33.3% | Reduced |
| Salem Investment Counselors Inc | 1,310 | $36.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,341 | $38.0K | 0.00% | −153,975−99.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,160 | $60.9K | 0.00% | +2,160 | New |
| Sound Income Strategies, LLC | 2,887 | $81.4K | 0.01% | −1,373−32.2% | Reduced |
| National Bank of Canada | 3,118 | $87.9K | 0.00% | +3,000+2,542.4% | Added |
| 4Thought Financial Group Inc. | 3,121 | $87.9K | 0.05% | −48−1.5% | Reduced |
| Private Trust Co NA | 3,243 | $91.4K | 0.01% | −6,046−65.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 3,330 | $93.8K | 0.01% | +687+26.0% | Added |
| Citadel Advisors LLC | 3,462 | $97.6K | 0.00% | −4,703−57.6% | Reduced |
| Delos Wealth Advisors, LLC | 3,806 | $107.3K | 0.09% | −381−9.1% | Reduced |
| JPMorgan Chase & Co | 3,978 | $112.1K | 0.00% | −63,130−94.1% | Reduced |
| Simplex Trading, LLC | 7,203 | $202.0K | 0.01% | +7,203 | New |
| Kovack Advisors, Inc. | 7,211 | $203.2K | 0.02% | −868−10.7% | Reduced |
| Truist Financial Corp | 8,009 | $225.7K | 0.00% | −2,324−22.5% | Reduced |
| SMART Wealth LLC | 8,524 | $240.2K | 0.09% | −2,577−23.2% | Reduced |
| Avantax Advisory Services, Inc. | 10,019 | $282.3K | 0.00% | +54+0.5% | Added |
| Atria Wealth Solutions, Inc. | 10,115 | $285.0K | 0.00% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 10,107 | $292.5K | 0.09% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 12,593 | $354.9K | 0.01% | +345+2.8% | Added |
| Cetera Investment Advisers | 13,207 | $372.2K | 0.00% | −100,355−88.4% | Reduced |
| TAP Consulting, LLC | 14,227 | $400.9K | 0.08% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 15,484 | $436.4K | 0.01% | 00.0% | Unchanged |
| Intrua Financial, LLC | 16,336 | $460.3K | 0.07% | −7,730−32.1% | Reduced |
| Blair William & Co | 16,834 | $474.4K | 0.00% | −1,500−8.2% | Reduced |
| Advisory Services Network, LLC | 18,819 | $548.2K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 19,693 | $554.9K | 0.00% | −139,701−87.6% | Reduced |
| Good Life Advisors, LLC | 20,504 | $577.9K | 0.04% | +8,069+64.9% | Added |
| Bank of New York Mellon Corp | 22,007 | $620.2K | 0.00% | +1,750+8.6% | Added |
| HRT Financial LP | 22,285 | $627.0K | 0.00% | −18,801−45.8% | Reduced |
| Davies Financial Advisors, Inc. | 23,628 | $665.8K | 0.58% | −80,075−77.2% | Reduced |
| Centric Wealth Management | 24,394 | $721.1K | 0.19% | +99+0.4% | Added |
| Advisor Group Holdings, Inc. | 26,963 | $759.8K | 0.00% | −2,402−8.2% | Reduced |
| Allie Family Office LLC | 29,128 | $820.8K | 0.44% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 36,178 | $1.02M | 0.00% | −72,675−66.8% | Reduced |
| Susquehanna International Group, LLP | 38,114 | $1.07M | 0.00% | −378,747−90.9% | Reduced |
| Raffles Associates LP | 40,000 | $1.13M | 1.16% | +40,000 | New |
| Bank of Montreal | 42,200 | $1.18M | 0.00% | +42,200 | New |
| Retirement Financial Solutions, LLC | 42,340 | $1.19M | 0.52% | +578+1.4% | Added |
| Park Edge Advisors, LLC | 43,663 | $1.23M | 0.35% | +1,502+3.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 53,146 | $1.50M | 0.01% | −54,425−50.6% | Reduced |
| Wells Fargo & Company | 67,977 | $1.92M | 0.00% | −36,774−35.1% | Reduced |
| Bulltick Wealth Management, LLC | 70,026 | $1.97M | 0.49% | +70,026 | New |
| Flow Traders U.S. LLC | 74,410 | $2.10M | 0.11% | +62,124+505.6% | Added |
| GTS Securities LLC | 80,587 | $2.27M | 0.05% | +80,587 | New |
| LPL Financial LLC | 89,589 | $2.52M | 0.00% | −56,299−38.6% | Reduced |
| Goldman Sachs Group Inc | 93,216 | $2.63M | 0.00% | +14,863+19.0% | Added |
| BNP Paribas Arbitrage, SA | 102,412 | $2.89M | 0.00% | −532,045−83.9% | Reduced |
| IMC-Chicago, LLC | 105,292 | $2.97M | 0.09% | +30,142+40.1% | Added |
| Empowered Funds, LLC | 128,712 | $3.63M | 0.06% | +128,712 | New |
| Qube Research & Technologies Ltd | 133,238 | $3.75M | 0.01% | −151,008−53.1% | Reduced |
| Bank of America Corp | 194,561 | $5.48M | 0.00% | −111,676−36.5% | Reduced |
| Ameriprise Financial Inc | 268,847 | $7.58M | 0.00% | −42,443−13.6% | Reduced |
| Exchange Traded Concepts, LLC | 327,264 | $9.22M | 0.22% | −50,648−13.4% | Reduced |
| Jane Street Group, LLC | 502,893 | $14.2M | 0.02% | −696,423−58.1% | Reduced |
| New York Life Investment Management LLC | 2,227,436 | $62.8M | 0.61% | +597,050+36.6% | Added |
| Morgan Stanley | 4,444,475 | $125.2M | 0.01% | +2,251,265+102.6% | Added |
| 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 |