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 85 institutions that hold shares in the stock, with a total of 9.85 Million shares, which have been reported (via 13F filing form) to have a value of $297 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
26,963
shares
|
$817,787
0.0% of portfolio
|
Q3 2024
Reduced 8.18%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
24,394
shares
|
$739,870
0.18% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 09, 2024 Q3 2024 |
23,628
shares
|
$716,637
0.58% of portfolio
|
Q3 2024
Reduced 77.22%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
22,285
shares
|
$675,904
0.0% of portfolio
|
Q3 2024
Reduced 45.76%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
20,504
shares
|
$621,886
0.04% of portfolio
|
Q3 2024
Added 64.89%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
19,693
shares
|
$597,288
0.0% of portfolio
|
Q3 2024
Reduced 87.65%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
18,819
shares
|
$570,780
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
16,834
shares
|
$510,575
0.0% of portfolio
|
Q3 2024
Reduced 8.18%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
15,484
shares
|
$469,629
0.01% of portfolio
|
Q1 2024
Reduced 30.49%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
14,227
shares
|
$431,504
0.08% of portfolio
|
Q3 2023
Reduced 2.15%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
14,195
shares
|
$430,534
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
13,377
shares
|
$405,724
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
13,207
shares
|
$400,568
0.0% of portfolio
|
Q3 2024
Reduced 88.37%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
12,593
shares
|
$381,945
0.01% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
10,115
shares
|
$306,787
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
10,107
shares
|
$306,545
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
10,019
shares
|
$303,876
0.0% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
8,009
shares
|
$242,912
0.0% of portfolio
|
Q3 2024
Reduced 22.49%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
7,211
shares
|
$218,709
0.02% of portfolio
|
Q3 2024
Reduced 10.74%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
7,203
shares
|
$218,466
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
5,434
shares
|
$164,813
0.3% of portfolio
|
Q3 2022
Reduced 0.51%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
3,978
shares
|
$120,652
0.0% of portfolio
|
Q3 2024
Reduced 94.07%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
3,806
shares
|
$115,435
0.1% of portfolio
|
Q3 2024
Reduced 9.1%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,500
shares
|
$106,155
0.0% of portfolio
|
Q1 2020
Reduced 92.66%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
3,462
shares
|
$105,002
0.0% of portfolio
|
Q3 2024
Reduced 57.6%
|