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, Q1 2025
Institutional positions in Invesco DB US Dollar Index Bullish Fund as of Mar 31, 2025. 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
- 76
- −3 vs. Q4 2024
- Shares held
- 7.74M
- −2.20M (−22.1%) vs. Q4 2024
- Total value
- $221.0M
- −$71.6M (−24.5%) vs. Q4 2024
- New holders
- 18
- 22 more added
- Sold out
- 21
- 18 more reduced
6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Invesco DB US Dollar Index Bullish Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,975,489 | $56.4M | 0.00% | +7,024+0.4% | Added |
| New York Life Investment Management LLC | 1,532,772 | $43.7M | 0.45% | −686,252−30.9% | Reduced |
| Citadel Advisors LLC | 277,731 | $7.93M | 0.01% | +257,215+1,253.7% | Added |
| Exchange Traded Concepts, LLC | 260,868 | $7.45M | 0.13% | −33,280−11.3% | Reduced |
| Intrua Financial, LLC | 249,747 | $7.13M | 1.12% | −39,481−13.7% | Reduced |
| Ameriprise Financial Inc | 246,552 | $7.04M | 0.00% | +12,086+5.2% | Added |
| Qube Research & Technologies Ltd | 242,779 | $6.93M | 0.01% | +74,023+43.9% | Added |
| Jane Street Group, LLC | 238,835 | $6.82M | 0.01% | −472,789−66.4% | Reduced |
| BNP Paribas Arbitrage, SA | 225,573 | $6.44M | 0.00% | +27,305+13.8% | Added |
| LPL Financial LLC | 205,819 | $5.87M | 0.00% | −12,049−5.5% | Reduced |
| Western Standard LLC | 185,453 | $5.29M | 3.11% | +3,800+2.1% | Added |
| Bank of America Corp | 170,746 | $4.87M | 0.00% | −30,052−15.0% | Reduced |
| Foundations Investment Advisors, LLC | 123,054 | $3.51M | 0.06% | −520,939−80.9% | Reduced |
| IMC-Chicago, LLC | 122,289 | $3.49M | 0.14% | +122,289 | New |
| UBS Group AG | 110,324 | $3.15M | 0.00% | +94,990+619.5% | Added |
| Envestnet Asset Management Inc | 103,261 | $2.95M | 0.00% | +76,498+285.8% | Added |
| MML Investors Services, LLC | 99,666 | $2.84M | 0.01% | −46,271−31.7% | Reduced |
| Cetera Investment Advisers | 95,671 | $2.73M | 0.01% | +34,769+57.1% | Added |
| Davies Financial Advisors, Inc. | 88,049 | $2.51M | 2.14% | +88,049 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 85,519 | $2.44M | 0.19% | +85,519 | New |
| Cambridge Investment Research Advisors, Inc. | 81,400 | $2.32M | 0.01% | +40,807+100.5% | Added |
| JPMorgan Chase & Co | 73,527 | $2.10M | 0.00% | −832,508−91.9% | Reduced |
| Commonwealth Equity Services, LLC | 73,444 | $2.10M | 0.00% | +73,444 | New |
| Pettinga Financial Advisors, LLC | 72,175 | $2.06M | 0.48% | +44,825+163.9% | Added |
| Royal Bank of Canada | 68,856 | $1.97M | 0.00% | +17,692+34.6% | Added |
| Empowered Funds, LLC | 65,329 | $1.86M | 0.03% | +65,329 | New |
| Wells Fargo & Company | 64,971 | $1.85M | 0.00% | −6,977−9.7% | Reduced |
| Park Edge Advisors, LLC | 57,815 | $1.65M | 0.46% | +57,815 | New |
| Advisor Group Holdings, Inc. | 56,489 | $1.61M | 0.00% | +30,316+115.8% | Added |
| Kestra Advisory Services, LLC | 52,057 | $1.49M | 0.01% | +52,057 | New |
| Retirement Financial Solutions, LLC | 42,099 | $1.20M | 0.47% | +9,166+27.8% | Added |
| Squarepoint Ops LLC | 41,198 | $1.18M | 0.00% | +6,800+19.8% | Added |
| Milestone Asset Management, LLC | 39,970 | $1.14M | 0.24% | +39,970 | New |
| Susquehanna International Group, LLP | 36,095 | $1.03M | 0.00% | +36,095 | New |
| Allie Family Office LLC | 29,128 | $831.3K | 0.45% | 00.0% | Unchanged |
| Simplex Trading, LLC | 22,649 | $646.0K | 0.02% | +22,649 | New |
| Advisory Services Network, LLC | 17,112 | $488.4K | 0.01% | +17,112 | New |
| Stonehaven Wealth & Tax Solutions, LLC | 16,189 | $462.0K | 0.49% | +16,189 | New |
| Goldman Sachs Group Inc | 15,782 | $450.4K | 0.00% | +7,250+85.0% | Added |
| GeoWealth Management, LLC | 15,598 | $445.2K | 0.02% | +12,756+448.8% | Added |
| Raymond James Financial Inc | 15,025 | $428.8K | 0.00% | +15,025 | New |
| Group One Trading, L.P. | 14,507 | $414.0K | 0.02% | −3,998−21.6% | Reduced |
| Bank of New York Mellon Corp | 14,452 | $412.4K | 0.00% | −1,051−6.8% | Reduced |
| Blair William & Co | 14,290 | $407.8K | 0.00% | −50−0.3% | Reduced |
| Summit Financial, LLC | 14,227 | $406.0K | 0.01% | +14,227 | New |
| Csenge Advisory Group | 13,583 | $370.8K | 0.02% | +13,583 | New |
| Focus Financial Network, Inc. | 12,392 | $353.7K | 0.01% | −201−1.6% | Reduced |
| Avantax Advisory Services, Inc. | 11,984 | $342.0K | 0.00% | +1,904+18.9% | Added |
| Drive Wealth Management, LLC | 10,963 | $312.9K | 0.07% | +2,042+22.9% | Added |
| Integrated Wealth Concepts LLC | 10,774 | $307.5K | 0.00% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 7,054 | $201.3K | 0.02% | 00.0% | Unchanged |
| 4Thought Financial Group Inc. | 3,389 | $96.7K | 0.06% | +123+3.8% | Added |
| Knights of Columbus Asset Advisors LLC | 3,330 | $95.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 3,243 | $92.6K | 0.01% | −3,782−53.8% | Reduced |
| Sound Income Strategies, LLC | 2,209 | $63.1K | 0.00% | −247−10.1% | Reduced |
| National Bank of Canada | 1,813 | $51.8K | 0.00% | +1,695+1,436.4% | Added |
| Steward Partners Investment Advisory, LLC | 1,577 | $45.0K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 1,464 | $41.8K | 0.05% | +394+36.8% | Added |
| Provenance Wealth Advisors, LLC | 1,129 | $32.2K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 1,007 | $28.7K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 856 | $24.4K | 0.00% | +856 | New |
| Salem Investment Counselors Inc | 800 | $22.8K | 0.00% | −510−38.9% | Reduced |
| CWM, LLC | 545 | $16.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 500 | $14.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 422 | $12.0K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 300 | $8.56K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 266 | $7.59K | 0.03% | +266 | New |
| Farther Finance Advisors, LLC | 176 | $5.03K | 0.00% | −1−0.6% | Reduced |
| IMG Wealth Management, Inc. | 159 | $4.53K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 120 | $3.42K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 124 | $3.00K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 100 | $2.85K | 0.00% | +100 | New |
| Skopos Labs, Inc. | 26 | $743 | 0.00% | 00.0% | Unchanged |
| 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 |
| Potomac Fund Management Inc | 0 | $0 | 0.00% | −534,082−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −119,200−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −65,022−100.0% | Sold out |
| Avos Capital Management, LLC | 0 | $0 | 0.00% | −63,594−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −57,100−100.0% | Sold out |
| Adviser Investments LLC | 0 | $0 | 0.00% | −34,005−100.0% | Sold out |
| Capasso Planning Partners LLC | 0 | $0 | 0.00% | −23,390−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −21,430−100.0% | Sold out |
| Centric Wealth Management | 0 | $0 | 0.00% | −21,381−100.0% | Sold out |
| Narus Financial Partners, LLC | 0 | $0 | 0.00% | −12,333−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −9,375−100.0% | Sold out |
| Octavia Wealth Advisors, LLC | 0 | $0 | 0.00% | −8,536−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −8,194−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −7,330−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −6,534−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,702−100.0% | Sold out |
| New Wave Wealth Advisors LLC | 0 | $0 | 0.00% | −494−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −463−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −328−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Executive Wealth Management, LLC | – | – | – | – | Not filed |
| TAP Consulting, LLC | – | – | – | – | Not filed |
| Chapman Financial Group, LLC | – | – | – | – | Not filed |