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.
Q1 2025 vs. Q4 2024
How the institutions holding Invesco DB US Dollar Index Bullish Fund changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Of which not filed for Q1 2025 | Q1 2025 | Change |
|---|---|---|---|---|
| Holders | 85 | 6 | 76 | −3 |
| Shares | 10.1M | 190.0K | 7.74M | −2.20M (−22.1%) |
| Value | $298.2M | $5.59M | $221.0M | −$71.6M (−24.5%) |
6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (18)
Institutions that held Invesco DB US Dollar Index Bullish Fund at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| IMC-Chicago, LLC | 122,289 | $3.49M | 0.14% |
| Davies Financial Advisors, Inc. | 88,049 | $2.51M | 2.14% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 85,519 | $2.44M | 0.19% |
| Commonwealth Equity Services, LLC | 73,444 | $2.10M | 0.00% |
| Empowered Funds, LLC | 65,329 | $1.86M | 0.03% |
| Park Edge Advisors, LLC | 57,815 | $1.65M | 0.46% |
| Kestra Advisory Services, LLC | 52,057 | $1.49M | 0.01% |
| Milestone Asset Management, LLC | 39,970 | $1.14M | 0.24% |
| Susquehanna International Group, LLP | 36,095 | $1.03M | 0.00% |
| Simplex Trading, LLC | 22,649 | $646.0K | 0.02% |
| Advisory Services Network, LLC | 17,112 | $488.4K | 0.01% |
| Stonehaven Wealth & Tax Solutions, LLC | 16,189 | $462.0K | 0.49% |
| Raymond James Financial Inc | 15,025 | $428.8K | 0.00% |
| Summit Financial, LLC | 14,227 | $406.0K | 0.01% |
| Csenge Advisory Group | 13,583 | $370.8K | 0.02% |
| CoreCap Advisors, LLC | 856 | $24.4K | 0.00% |
| Consultiva Wealth Management, Corp. | 266 | $7.59K | 0.03% |
| Headlands Technologies LLC | 100 | $2.85K | 0.00% |
Sold out (21)
Institutions that held Invesco DB US Dollar Index Bullish Fund at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Potomac Fund Management Inc | 534,082 | $15.7M |
| GWM Advisors LLC | 119,200 | $3.51M |
| BCJ Capital Management, LLC | 65,022 | $1.91M |
| Avos Capital Management, LLC | 63,594 | $1.87M |
| Wolverine Trading, LLC | 57,100 | $1.67M |
| Adviser Investments LLC | 34,005 | $1.00M |
| Capasso Planning Partners LLC | 23,390 | $688.1K |
| Mutual Advisors, LLC | 21,430 | $634.5K |
| Centric Wealth Management | 21,381 | $629.0K |
| Narus Financial Partners, LLC | 12,333 | $362.8K |
| Wealth Enhancement Advisory Services, LLC | 9,375 | $275.8K |
| Octavia Wealth Advisors, LLC | 8,536 | $251.1K |
| Kingsview Wealth Management, LLC | 8,194 | $241.1K |
| Truist Financial Corp | 7,330 | $215.6K |
| Comerica Bank | 6,534 | $192.2K |
| Delos Wealth Advisors, LLC | 3,702 | $108.9K |
| New Wave Wealth Advisors LLC | 494 | $14.5K |
| Parallel Advisors, LLC | 463 | $13.6K |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 328 | $9.65K |
| Tower Research Capital LLC (TRC) | 99 | $2.91K |
| Plante Moran Financial Advisors, LLC | 34 | $1.00K |
Not filed for Q1 2025 yet (6)
Institutions that held Invesco DB US Dollar Index Bullish Fund at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Executive Wealth Management, LLC | 173,608 | $5.11M |
| TAP Consulting, LLC | 14,227 | $418.6K |
| Chapman Financial Group, LLC | 1,778 | $52.3K |
| Householder Group Estate & Retirement Specialist, LLC | 243 | $7.00K |
| Global Retirement Partners, LLC | 133 | $3.90K |
| Oliver Lagore Vanvalin Investment Group | 12 | $352 |