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 86 institutions that hold shares in the stock, with a total of 10.2 Million shares, which have been reported (via 13F filing form) to have a value of $298 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
22,285
shares
|
$655,847
0.0% of portfolio
|
Q3 2024
Reduced 45.76%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
21,430
shares
|
$630,684
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
19,693
shares
|
$579,564
0.0% of portfolio
|
Q3 2024
Reduced 87.65%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
18,819
shares
|
$553,843
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
16,834
shares
|
$495,424
0.0% of portfolio
|
Q3 2024
Reduced 8.18%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
15,484
shares
|
$455,694
0.01% of portfolio
|
Q1 2024
Reduced 30.49%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
14,227
shares
|
$418,700
0.08% of portfolio
|
Q3 2023
Reduced 2.15%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
13,377
shares
|
$393,685
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
13,207
shares
|
$388,682
0.0% of portfolio
|
Q3 2024
Reduced 88.37%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
12,593
shares
|
$370,611
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
|
$362,960
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
10,019
shares
|
$294,859
0.0% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
8,921
shares
|
$262,545
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
8,536
shares
|
$251,214
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
8,194
shares
|
$241,149
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
7,330
shares
|
$215,721
0.0% of portfolio
|
Q4 2024
Reduced 8.48%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
7,203
shares
|
$211,984
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
7,054
shares
|
$207,599
0.02% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
7,025
shares
|
$206,745
0.02% of portfolio
|
Q4 2024
Added 116.62%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
5,434
shares
|
$159,922
0.3% of portfolio
|
Q3 2022
Reduced 0.51%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
3,978
shares
|
$117,072
0.0% of portfolio
|
Q3 2024
Reduced 94.07%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
3,806
shares
|
$112,010
0.1% of portfolio
|
Q3 2024
Reduced 9.1%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,500
shares
|
$103,005
0.0% of portfolio
|
Q1 2020
Reduced 92.66%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
3,462
shares
|
$101,886
0.0% of portfolio
|
Q3 2024
Reduced 57.6%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
3,330
shares
|
$98,001
0.01% of portfolio
|
Q3 2024
Added 25.99%
|