Purchases and Sales Made in Q3 2023 in 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) during Q3 2023. The information is specifically focused on institutions that hold shares of Invesco DB US Dollar Index Bullish Fund.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
594K+ 231.13% |
$16.4M - $17.7M
|
851K
$25.7M
|
|
Nov 09, 2023
Q3 2023
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
399KNew |
$11M - $11.9M
|
399K
$12M
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
272K+ 153.49% |
$7.5M - $8.13M
|
449K
$13.6M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
269KNew |
$7.4M - $8.02M
|
269K
$8.1M
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
266KNew |
$7.34M - $7.95M
|
266K
$8.03M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
260K+ 387.7% |
$7.17M - $7.76M
|
327K
$9.87M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
216K+ 393.86% |
$5.97M - $6.47M
|
271K
$8.19M
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
77.8KNew |
$2.14M - $2.32M
|
77.8K
$2.35M
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
65.7KNew |
$1.81M - $1.96M
|
65.7K
$1.98M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
62.8K+ 127.6% |
$1.73M - $1.88M
|
112K
$3.38M
|
|
Oct 16, 2023
Q3 2023
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
50.2KNew |
$1.38M - $1.5M
|
50.2K
$1.51M
|
|
Oct 16, 2023
Q3 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
49.1KNew |
$1.35M - $1.47M
|
49.1K
$1.48M
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
45.1KNew |
$1.24M - $1.35M
|
45.1K
$1.36M
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36KNew |
$993K - $1.08M
|
36K
$1.09M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
31.6KNew |
$871K - $943K
|
31.6K
$953K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
27.5KNew |
$758K - $821K
|
27.5K
$829K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.8K+ 37.58% |
$630K - $682K
|
83.6K
$2.52M
|
|
Oct 24, 2023
Q3 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
19.3K+ 10.05% |
$532K - $577K
|
211K
$6.38M
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
18.7KNew |
$516K - $559K
|
18.7K
$565K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
17.7K+ 126.15% |
$489K - $530K
|
31.8K
$959K
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
10.7K+ 136.37% |
$294K - $319K
|
18.5K
$558K
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.32KNew |
$229K - $248K
|
8.32K
$251K
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.05KNew |
$194K - $211K
|
7.05K
$213K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.89K+ 5785.71% |
$190K - $206K
|
7K
$211K
|
|
Oct 10, 2023
Q3 2023
|
Client First Capital LLC
|
BUY
|
- |
5.15K+ 2.35% |
$142K - $154K
|
224K
$6.77M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4K+ 17.41% |
$110K - $119K
|
27K
$814K
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
3.61K+ 9.16% |
$99.4K - $108K
|
43K
$1.3M
|
|
Oct 18, 2023
Q3 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
3KNew |
$82.7K - $89.6K
|
3K
$90.5K
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.6KNew |
$44.1K - $47.8K
|
1.6K
$48.3K
|
|
Oct 20, 2023
Q3 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
1.15K+ 3.74% |
$31.6K - $34.3K
|
31.8K
$959K
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
1.06K+ 2.02% |
$29.2K - $31.7K
|
53.6K
$1.62M
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1KNew |
$27.6K - $29.9K
|
1K
$30.2K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
627+ 633.33% |
$17.3K - $18.7K
|
726
$21.9K
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
124New |
$3.42K - $3.7K
|
124
$3.74K
|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
11+ 0.36% |
$303 - $329
|
3.06K
$92.4K
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3+ 4.05% |
$82.7 - $89.6
|
77
$2.32K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 1.43% |
$27.6 - $29.9
|
71
$2.14K
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1+ 50.0% |
$27.6 - $29.9
|
3
$90.5
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-27- 65.85% |
$744 - $806
|
14
$422
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-44- 0.55% |
$1.21K - $1.31K
|
7.89K
$238K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-50- 0.26% |
$1.38K - $1.49K
|
19.2K
$580K
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-312- 2.15% |
$8.6K - $9.32K
|
14.2K
$429K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-359- 4.83% |
$9.9K - $10.7K
|
7.08K
$213K
|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-662- 1.22% |
$18.3K - $19.8K
|
53.7K
$1.62M
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-750- 44.46% |
$20.7K - $22.4K
|
937
$28.3K
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-814- 2.93% |
$22.4K - $24.3K
|
26.9K
$812K
|
|
Oct 11, 2023
Q3 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-835- 0.46% |
$23K - $24.9K
|
181K
$5.46M
|
|
Oct 16, 2023
Q3 2023
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-1.8K- 4.3% |
$49.6K - $53.8K
|
40K
$1.21M
|