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 |
---|---|---|---|---|---|
Roman Butler Fullerton & CO
|
Jul 15, 2024 Q2 2024 |
10,107
shares
|
$293,406
0.1% of portfolio
|
Q2 2024
New holding
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
9,965
shares
|
$289,283
0.0% of portfolio
|
Q2 2024
Added 2.03%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
9,289
shares
|
$269,659
0.03% of portfolio
|
Q2 2024
Added 1.74%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
8,165
shares
|
$237,029
0.0% of portfolio
|
Q2 2024
Reduced 94.38%
|
|
Kovack Advisors, Inc.
|
Aug 02, 2024 Q2 2024 |
8,079
shares
|
$234,533
0.03% of portfolio
|
Q2 2024
New holding
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
7,248
shares
|
$210,409
0.0% of portfolio
|
Q1 2024
New holding
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
5,434
shares
|
$157,749
0.3% of portfolio
|
Q3 2022
Reduced 0.51%
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 13, 2024 Q2 2024 |
4,187
shares
|
$121,548
0.12% of portfolio
|
Q2 2024
Reduced 54.35%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,500
shares
|
$101,605
0.0% of portfolio
|
Q1 2020
Reduced 92.66%
|
|
4 Thought Financial Group Inc.
|
Jul 29, 2024 Q2 2024 |
3,169
shares
|
$91,996
0.06% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
2,887
shares
|
$83,809
0.01% of portfolio
|
Q3 2024
Reduced 32.23%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
2,796
shares
|
$81,167
0.0% of portfolio
|
Q2 2024
New holding
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 30, 2024 Q2 2024 |
2,643
shares
|
$76,726
0.01% of portfolio
|
Q2 2024
Reduced 40.69%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
2,226
shares
|
$64,620
0.0% of portfolio
|
Q2 2024
Added 884.96%
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
1,450
shares
|
$42,093
0.0% of portfolio
|
Q2 2023
Reduced 8.34%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
1,440
shares
|
$41,803
0.0% of portfolio
|
Q4 2023
New holding
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
1,360
shares
|
$39,480
0.0% of portfolio
|
Q1 2024
Reduced 1.99%
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
1,310
shares
|
$38,029
0.0% of portfolio
|
Q1 2023
New holding
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
1,075
shares
|
$31,207
0.0% of portfolio
|
Q2 2024
New holding
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
887
shares
|
$25,749
0.01% of portfolio
|
Q3 2024
Reduced 24.77%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
532
shares
|
$15,443
0.0% of portfolio
|
Q4 2023
New holding
|
|
Bramshill Investments, LLC
Naples, FL |
Aug 14, 2024 Q2 2024 |
525
shares
|
$15,240
0.0% of portfolio
|
Q2 2024
New holding
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
522
shares
|
$15,153
0.0% of portfolio
|
Q3 2024
Reduced 94.18%
|
|
Gps Wealth Strategies Group, LLC
|
Jul 16, 2024 Q2 2024 |
479
shares
|
$13,905
0.0% of portfolio
|
Q2 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
422
shares
|
$12,250
0.0% of portfolio
|
Q1 2024
Reduced 33.44%
|