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 94 institutions that hold shares in the stock, with a total of 4.26 Million shares, which have been reported (via 13F filing form) to have a value of $119 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2025 Q2 2025 |
36,754
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
33,934
shares
|
$947,776
0.0% of portfolio
|
Q2 2025
Reduced 67.14%
|
|
|
Robeco Institutional Asset Management B.V.
|
Oct 22, 2025 Q3 2025 |
32,250
shares
|
$900,742
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
30,552
shares
|
$853,317
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Allie Family Office LLC
|
Aug 13, 2025 Q2 2025 |
29,128
shares
|
$813,545
0.36% of portfolio
|
Q2 2024
Reduced 10.67%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
28,338
shares
|
$791,480
0.0% of portfolio
|
Q2 2025
Reduced 83.4%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
28,334
shares
|
$791,368
0.02% of portfolio
|
Q3 2025
Added 21203.76%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
19,121
shares
|
$534,049
0.01% of portfolio
|
Q2 2025
Reduced 84.46%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Aug 14, 2025 Q2 2025 |
16,446
shares
|
$459,336
0.43% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
16,336
shares
|
$456,264
0.07% of portfolio
|
Q2 2025
Reduced 93.46%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
15,694
shares
|
$438,333
0.0% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
14,454
shares
|
$403,700
0.04% of portfolio
|
Q2 2025
Added 104.91%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
14,227
shares
|
$397,360
0.09% of portfolio
|
Q3 2023
Reduced 2.15%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
13,960
shares
|
$389,902
0.0% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
13,377
shares
|
$373,619
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
11,984
shares
|
$334,713
0.0% of portfolio
|
Q1 2025
Added 18.89%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
10,909
shares
|
$304,688
0.0% of portfolio
|
Q2 2025
Reduced 90.11%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
10,774
shares
|
$300,917
0.0% of portfolio
|
Q4 2024
Reduced 30.42%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
10,397
shares
|
$290,388
0.01% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
10,105
shares
|
$282,232
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cabana LLC
Fayetteville, AR |
Oct 15, 2025 Q3 2025 |
9,960
shares
|
$278,182
1.68% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
8,799
shares
|
$245,756
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
8,102
shares
|
$226,288
0.0% of portfolio
|
Q2 2025
Reduced 43.05%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
8,026
shares
|
$224,166
0.0% of portfolio
|
Q2 2025
New holding
|