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 92 institutions that hold shares in the stock, with a total of 9.78 Million shares, which have been reported (via 13F filing form) to have a value of $267 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
51,164
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2024
Added 3715.36%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
39,970
shares
|
$1.09 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
34,398
shares
|
$939,409
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
34,005
shares
|
$928,676
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Apr 16, 2025 Q1 2025 |
30,082
shares
|
$821,539
0.52% of portfolio
|
Q1 2025
Reduced 8.66%
|
|
|
Allie Family Office LLC
|
Feb 12, 2025 Q4 2024 |
29,128
shares
|
$795,485
0.47% of portfolio
|
Q2 2024
Reduced 10.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
27,453
shares
|
$749,741
0.0% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Pettinga Financial Advisors, LLC
|
Feb 18, 2025 Q4 2024 |
27,350
shares
|
$746,928
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
21,381
shares
|
$583,915
0.18% of portfolio
|
Q4 2024
Reduced 12.35%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
20,516
shares
|
$560,291
0.0% of portfolio
|
Q4 2024
Added 492.61%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
15,334
shares
|
$418,771
0.0% of portfolio
|
Q4 2024
Reduced 22.13%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
14,340
shares
|
$391,625
0.0% of portfolio
|
Q4 2024
Reduced 14.82%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
14,227
shares
|
$388,539
0.09% of portfolio
|
Q3 2023
Reduced 2.15%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
13,377
shares
|
$365,325
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
12,392
shares
|
$338,425
0.01% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
10,774
shares
|
$294,237
0.0% of portfolio
|
Q4 2024
Reduced 30.42%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
10,080
shares
|
$275,284
0.0% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
8,921
shares
|
$243,632
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
8,532
shares
|
$233,008
0.0% of portfolio
|
Q4 2024
Reduced 90.85%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
8,194
shares
|
$223,778
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
7,054
shares
|
$192,644
0.02% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
6,534
shares
|
$178,443
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
5,434
shares
|
$148,402
0.3% of portfolio
|
Q3 2022
Reduced 0.51%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
3,702
shares
|
$101,101
0.09% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,500
shares
|
$95,585
0.0% of portfolio
|
Q1 2020
Reduced 92.66%
|