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 97 institutions that hold shares in the stock, with a total of 9.07 Million shares, which have been reported (via 13F filing form) to have a value of $263 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Retirement Financial Solutions, LLC
Knoxville, TN |
Aug 05, 2024 Q2 2024 |
41,762
shares
|
$1.21 Million
0.57% of portfolio
|
Q2 2024
Added 7.47%
|
|
Hrt Financial LP
New York, NY |
Aug 12, 2024 Q2 2024 |
41,086
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2024
Added 19.12%
|
|
Quadrature Capital LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
40,729
shares
|
$1.18 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
37,704
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jul 19, 2024 Q2 2024 |
36,879
shares
|
$1.07 Million
0.27% of portfolio
|
Q2 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
29,365
shares
|
$852,465
0.0% of portfolio
|
Q2 2024
Added 53.16%
|
|
Allie Family Office LLC
|
Aug 12, 2024 Q2 2024 |
29,128
shares
|
$845,585
0.5% of portfolio
|
Q2 2024
Reduced 10.67%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
28,366
shares
|
$823,464
0.01% of portfolio
|
Q2 2024
New holding
|
|
Centric Wealth Management
|
Aug 13, 2024 Q2 2024 |
24,295
shares
|
$705,283
0.21% of portfolio
|
Q2 2024
Reduced 11.19%
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 09, 2024 Q3 2024 |
23,628
shares
|
$685,920
0.58% of portfolio
|
Q3 2024
Reduced 77.22%
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
20,504
shares
|
$595,231
0.04% of portfolio
|
Q3 2024
Added 64.89%
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Oct 15, 2024 Q4 2023 |
20,085
shares
|
$583,067
0.22% of portfolio
|
Q4 2023
New holding
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jul 30, 2024 Q2 2024 |
19,058
shares
|
$553,253
0.45% of portfolio
|
Q2 2024
Added 58.47%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
18,819
shares
|
$546,315
0.01% of portfolio
|
Q2 2024
New holding
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
18,334
shares
|
$532,236
0.0% of portfolio
|
Q4 2023
Reduced 4.64%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
17,107
shares
|
$496,616
0.02% of portfolio
|
Q2 2024
New holding
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
15,484
shares
|
$449,500
0.01% of portfolio
|
Q1 2024
Reduced 30.49%
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
14,227
shares
|
$413,009
0.08% of portfolio
|
Q3 2023
Reduced 2.15%
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
14,195
shares
|
$412,080
0.09% of portfolio
|
Q2 2024
New holding
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
13,377
shares
|
$388,334
0.01% of portfolio
|
Q4 2023
New holding
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
12,286
shares
|
$356,662
0.02% of portfolio
|
Q2 2024
Added 22.95%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
12,248
shares
|
$355,559
0.01% of portfolio
|
Q4 2022
Added 66.08%
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
10,664
shares
|
$309,575
0.0% of portfolio
|
Q2 2024
New holding
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
10,333
shares
|
$299,966
0.0% of portfolio
|
Q2 2024
Added 5.49%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
10,115
shares
|
$293,638
0.0% of portfolio
|
Q1 2024
New holding
|