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 81 institutions that hold shares in the stock, with a total of 3.64 Million shares, which have been reported (via 13F filing form) to have a value of $102 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,234,836
shares
|
$34.7 Million
0.0% of portfolio
|
Q3 2025
Added 24.04%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
213,095
shares
|
$5.99 Million
0.06% of portfolio
|
Q3 2025
Reduced 16.8%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
193,538
shares
|
$5.44 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.54%
|
|
|
Western Standard LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
185,453
shares
|
$5.21 Million
1.51% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
173,608
shares
|
$4.88 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
154,873
shares
|
$4.35 Million
0.0% of portfolio
|
Q3 2025
Reduced 37.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
128,346
shares
|
$3.61 Million
0.01% of portfolio
|
Q3 2025
Added 141.87%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
115,694
shares
|
$3.25 Million
0.0% of portfolio
|
Q3 2025
Added 637.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
113,239
shares
|
$3.18 Million
0.0% of portfolio
|
Q3 2025
Added 11.32%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
111,148
shares
|
$3.12 Million
0.0% of portfolio
|
Q3 2025
Added 51.17%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
103,314
shares
|
$2.9 Million
0.03% of portfolio
|
Q3 2022
Reduced 54.88%
|
|
|
Raffles Associates LP
New York, NY |
Nov 14, 2025 Q3 2025 |
85,000
shares
|
$2.39 Million
2.74% of portfolio
|
Q3 2025
Reduced 46.88%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
68,029
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2025
Reduced 43.67%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
66,588
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2025
Added 510.4%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
66,120
shares
|
$1.86 Million
0.38% of portfolio
|
Q3 2025
Added 15.44%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
48,683
shares
|
$1.37 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
37,450
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Reduced 25.66%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 15, 2025 Q3 2025 |
37,086
shares
|
$1.04 Million
0.83% of portfolio
|
Q3 2025
Reduced 8.59%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
32,482
shares
|
$913,069
0.04% of portfolio
|
Q3 2025
Reduced 77.47%
|
|
|
Robeco Institutional Asset Management B.V.
|
Oct 22, 2025 Q3 2025 |
32,250
shares
|
$906,547
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allie Family Office LLC
|
Nov 14, 2025 Q3 2025 |
29,128
shares
|
$818,788
0.35% of portfolio
|
Q2 2024
Reduced 10.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
29,008
shares
|
$815,414
0.0% of portfolio
|
Q3 2025
Reduced 37.65%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
28,334
shares
|
$796,468
0.02% of portfolio
|
Q3 2025
Added 21203.76%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
27,523
shares
|
$773,671
0.0% of portfolio
|
Q3 2025
Reduced 76.62%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
26,779
shares
|
$752,757
0.0% of portfolio
|
Q3 2025
Reduced 21.09%
|
|