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