Institutional Ownership Invesco Db Us Dollar Index Bullish Fund (UUP)
This table provides information about the institutional ownership of Invesco Db Us Dollar Index Bullish Fund (UUP). We have compiled data on the 95 institutions that hold shares in the stock, with a total of 9.46 Million shares, which have been reported (via 13F filing form) to have a value of $267 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
32,933
shares
|
$930,357
0.52% of portfolio
|
Q4 2024
Reduced 22.22%
|
|
|
Allie Family Office LLC
|
Feb 12, 2025 Q4 2024 |
29,128
shares
|
$822,866
0.47% of portfolio
|
Q2 2024
Reduced 10.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
27,453
shares
|
$775,547
0.0% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Pettinga Financial Advisors, LLC
|
Feb 18, 2025 Q4 2024 |
27,350
shares
|
$772,637
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
26,763
shares
|
$756,054
0.0% of portfolio
|
Q4 2024
Reduced 26.02%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
23,390
shares
|
$660,767
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
21,430
shares
|
$605,397
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
21,381
shares
|
$604,013
0.18% of portfolio
|
Q4 2024
Reduced 12.35%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
20,516
shares
|
$579,577
0.0% of portfolio
|
Q4 2024
Added 492.61%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
15,334
shares
|
$433,185
0.0% of portfolio
|
Q4 2024
Reduced 22.13%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
14,340
shares
|
$405,105
0.0% of portfolio
|
Q4 2024
Reduced 14.82%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
14,227
shares
|
$401,912
0.09% of portfolio
|
Q3 2023
Reduced 2.15%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
13,377
shares
|
$377,900
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
12,593
shares
|
$355,752
0.01% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
12,333
shares
|
$348,407
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
10,774
shares
|
$304,365
0.0% of portfolio
|
Q4 2024
Reduced 30.42%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
10,080
shares
|
$284,760
0.0% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
8,921
shares
|
$252,018
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
8,536
shares
|
$241,142
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
8,532
shares
|
$241,029
0.0% of portfolio
|
Q4 2024
Reduced 90.85%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
8,194
shares
|
$231,480
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
7,330
shares
|
$207,072
0.0% of portfolio
|
Q4 2024
Reduced 8.48%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
7,054
shares
|
$199,275
0.02% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
7,025
shares
|
$198,456
0.02% of portfolio
|
Q4 2024
Added 116.62%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
6,534
shares
|
$184,585
0.0% of portfolio
|
Q4 2024
New holding
|