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, Q4 2024
Institutional positions in Invesco DB US Dollar Index Bullish Fund as of Dec 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
- +13 vs. Q3 2024
- Shares held
- 10.1M
- +536.2K (+5.6%) vs. Q3 2024
- Total value
- $298.2M
- +$27.6M (+10.2%) vs. Q3 2024
- New holders
- 32
- 17 more added
- Sold out
- 19
- 23 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Invesco DB US Dollar Index Bullish Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| New York Life Investment Management LLC | 2,219,024 | $65.3M | 0.64% | −8,412−0.4% | Reduced |
| Morgan Stanley | 1,968,465 | $57.9M | 0.00% | −2,476,010−55.7% | Reduced |
| JPMorgan Chase & Co | 906,035 | $26.7M | 0.00% | +902,057+22,676.1% | Added |
| Jane Street Group, LLC | 711,624 | $20.9M | 0.03% | +208,731+41.5% | Added |
| Foundations Investment Advisors, LLC | 643,993 | $18.9M | 0.37% | +643,993 | New |
| Potomac Fund Management Inc | 534,082 | $15.7M | 0.92% | +534,082 | New |
| Exchange Traded Concepts, LLC | 294,148 | $8.65M | 0.18% | −33,116−10.1% | Reduced |
| Intrua Financial, LLC | 289,228 | $8.51M | 1.38% | +272,892+1,670.5% | Added |
| Ameriprise Financial Inc | 234,466 | $6.90M | 0.00% | −34,381−12.8% | Reduced |
| LPL Financial LLC | 217,868 | $6.41M | 0.00% | +128,279+143.2% | Added |
| Bank of America Corp | 200,798 | $5.91M | 0.00% | +6,237+3.2% | Added |
| BNP Paribas Arbitrage, SA | 198,268 | $5.83M | 0.00% | +95,856+93.6% | Added |
| Western Standard LLC | 181,653 | $5.34M | 3.56% | +181,653 | New |
| Executive Wealth Management, LLC | 173,608 | $5.11M | 0.40% | +173,608 | New |
| Qube Research & Technologies Ltd | 168,756 | $4.96M | 0.01% | +35,518+26.7% | Added |
| MML Investors Services, LLC | 145,937 | $4.29M | 0.01% | +145,937 | New |
| GWM Advisors LLC | 119,200 | $3.51M | 0.02% | +119,200 | New |
| Wells Fargo & Company | 71,948 | $2.12M | 0.00% | +3,971+5.8% | Added |
| BCJ Capital Management, LLC | 65,022 | $1.91M | 0.14% | +65,022 | New |
| Avos Capital Management, LLC | 63,594 | $1.87M | 1.51% | +63,594 | New |
| Cetera Investment Advisers | 60,902 | $1.79M | 0.00% | +47,695+361.1% | Added |
| Wolverine Trading, LLC | 57,100 | $1.67M | 0.04% | +57,100 | New |
| Royal Bank of Canada | 51,164 | $1.51M | 0.00% | +49,823+3,715.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 40,593 | $1.19M | 0.00% | −12,553−23.6% | Reduced |
| Squarepoint Ops LLC | 34,398 | $1.01M | 0.00% | +34,398 | New |
| Adviser Investments LLC | 34,005 | $1.00M | 0.01% | +34,005 | New |
| Retirement Financial Solutions, LLC | 32,933 | $968.9K | 0.52% | −9,407−22.2% | Reduced |
| Allie Family Office LLC | 29,128 | $856.9K | 0.48% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 27,350 | $804.6K | 0.18% | +27,350 | New |
| Envestnet Asset Management Inc | 26,763 | $787.4K | 0.00% | −9,415−26.0% | Reduced |
| Advisor Group Holdings, Inc. | 26,173 | $770.0K | 0.00% | −790−2.9% | Reduced |
| Capasso Planning Partners LLC | 23,390 | $688.1K | 0.28% | +23,390 | New |
| Mutual Advisors, LLC | 21,430 | $634.5K | 0.02% | +21,430 | New |
| Centric Wealth Management | 21,381 | $629.0K | 0.17% | −3,013−12.4% | Reduced |
| Citadel Advisors LLC | 20,516 | $603.6K | 0.00% | +17,054+492.6% | Added |
| Group One Trading, L.P. | 18,505 | $544.4K | 0.02% | +18,505 | New |
| Bank of New York Mellon Corp | 15,503 | $456.1K | 0.00% | −6,504−29.6% | Reduced |
| UBS Group AG | 15,334 | $451.1K | 0.00% | −4,359−22.1% | Reduced |
| Blair William & Co | 14,340 | $421.9K | 0.00% | −2,494−14.8% | Reduced |
| TAP Consulting, LLC | 14,227 | $418.6K | 0.09% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 12,593 | $370.5K | 0.01% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 12,333 | $362.8K | 0.12% | +12,333 | New |
| Integrated Wealth Concepts LLC | 10,774 | $317.0K | 0.00% | −4,710−30.4% | Reduced |
| Avantax Advisory Services, Inc. | 10,080 | $296.6K | 0.00% | +61+0.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 9,375 | $275.8K | 0.00% | +9,375 | New |
| Drive Wealth Management, LLC | 8,921 | $262.4K | 0.06% | +8,921 | New |
| Octavia Wealth Advisors, LLC | 8,536 | $251.1K | 0.03% | +8,536 | New |
| Goldman Sachs Group Inc | 8,532 | $251.0K | 0.00% | −84,684−90.8% | Reduced |
| Kingsview Wealth Management, LLC | 8,194 | $241.1K | 0.00% | +8,194 | New |
| Truist Financial Corp | 7,330 | $215.6K | 0.00% | −679−8.5% | Reduced |
| Kovack Advisors, Inc. | 7,054 | $207.5K | 0.02% | −157−2.2% | Reduced |
| Private Trust Co NA | 7,025 | $206.7K | 0.02% | +3,782+116.6% | Added |
| Comerica Bank | 6,534 | $192.2K | 0.00% | +6,534 | New |
| Delos Wealth Advisors, LLC | 3,702 | $108.9K | 0.09% | −104−2.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 3,330 | $98.0K | 0.01% | 00.0% | Unchanged |
| 4Thought Financial Group Inc. | 3,266 | $96.1K | 0.06% | +145+4.6% | Added |
| GeoWealth Management, LLC | 2,842 | $83.6K | 0.00% | +2,842 | New |
| Sound Income Strategies, LLC | 2,456 | $72.3K | 0.00% | −431−14.9% | Reduced |
| Chapman Financial Group, LLC | 1,778 | $52.3K | 0.04% | +1,778 | New |
| Steward Partners Investment Advisory, LLC | 1,577 | $46.4K | 0.00% | −583−27.0% | Reduced |
| Salem Investment Counselors Inc | 1,310 | $38.5K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 1,129 | $33.2K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 1,070 | $31.5K | 0.05% | +1,070 | New |
| Quest 10 Wealth Builders, Inc. | 1,007 | $29.6K | 0.03% | +1,007 | New |
| CWM, LLC | 545 | $16.0K | 0.00% | +23+4.4% | Added |
| GPS Wealth Strategies Group, LLC | 500 | $14.7K | 0.00% | +21+4.4% | Added |
| New Wave Wealth Advisors LLC | 494 | $14.5K | 0.01% | +494 | New |
| Parallel Advisors, LLC | 463 | $13.6K | 0.00% | −417−47.4% | Reduced |
| Harbour Investments, Inc. | 422 | $12.4K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 328 | $9.65K | 0.00% | +328 | New |
| Golden State Wealth Management, LLC | 300 | $8.83K | 0.00% | +300 | New |
| Householder Group Estate & Retirement Specialist, LLC | 243 | $7.00K | 0.01% | −644−72.6% | Reduced |
| Farther Finance Advisors, LLC | 177 | $5.21K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 159 | $4.67K | 0.00% | +159 | New |
| Global Retirement Partners, LLC | 133 | $3.90K | 0.00% | +6+4.7% | Added |
| MAI Capital Management | 120 | $3.53K | 0.00% | +120 | New |
| National Bank of Canada | 118 | $3.47K | 0.00% | −3,000−96.2% | Reduced |
| Briaud Financial Planning, Inc | 124 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 99 | $2.91K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 34 | $1.00K | 0.00% | +34 | New |
| Skopos Labs, Inc. | 26 | $765 | 0.00% | +26 | New |
| Oliver Lagore Vanvalin Investment Group | 12 | $352 | 0.00% | −1−7.7% | Reduced |
| Barclays PLC | 2 | $58 | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −128,712−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −105,292−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −80,587−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −74,410−100.0% | Sold out |
| Bulltick Wealth Management, LLC | 0 | $0 | 0.00% | −70,026−100.0% | Sold out |
| Park Edge Advisors, LLC | 0 | $0 | 0.00% | −43,663−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −42,200−100.0% | Sold out |
| Raffles Associates LP | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −38,114−100.0% | Sold out |
| Davies Financial Advisors, Inc. | 0 | $0 | 0.00% | −23,628−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −22,285−100.0% | Sold out |
| Good Life Advisors, LLC | 0 | $0 | 0.00% | −20,504−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −18,819−100.0% | Sold out |
| Roman Butler Fullerton & Co | 0 | $0 | 0.00% | −10,107−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −10,115−100.0% | Sold out |