Purchases and Sales Made in Q1 2024 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 Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
681K+ 6619.36% |
$18.6M - $19.3M
|
692K
$20.6M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
423K+ 158.45% |
$11.6M - $12M
|
690K
$20.6M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
201K+ 507.96% |
$5.5M - $5.71M
|
241K
$7.19M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
132K+ 996.44% |
$3.6M - $3.74M
|
145K
$4.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
108K+ 33.41% |
$2.95M - $3.06M
|
431K
$12.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
95.8KNew |
$2.62M - $2.72M
|
95.8K
$2.86M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
93.2K+ 178.87% |
$2.55M - $2.64M
|
145K
$4.34M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
74.8KNew |
$2.04M - $2.12M
|
74.8K
$2.23M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
68.4K+ 96.41% |
$1.87M - $1.94M
|
139K
$4.16M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
68.1KNew |
$1.86M - $1.93M
|
68.1K
$2.03M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
59.4KNew |
$1.62M - $1.68M
|
59.4K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Allie Family Office LLC
|
BUY
|
- |
32.6KNew |
$891K - $925K
|
32.6K
$973K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
16.8K+ 29.13% |
$459K - $477K
|
74.5K
$2.22M
|
|
|
Apr 24, 2024
Q1 2024
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
14.9KNew |
$407K - $423K
|
14.9K
$445K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
13.9K+ 103.71% |
$380K - $395K
|
27.4K
$817K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13.4KNew |
$365K - $380K
|
13.4K
$399K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.1KNew |
$276K - $287K
|
10.1K
$302K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.99KNew |
$273K - $284K
|
9.99K
$298K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.77KNew |
$267K - $277K
|
9.77K
$292K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.25KNew |
$198K - $206K
|
7.25K
$216K
|
|
|
Oct 31, 2024
Q1 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
4.35K+ 21.65% |
$119K - $123K
|
24.4K
$729K
|
|
|
Apr 18, 2024
Q1 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
3.52K+ 1.71% |
$96.1K - $99.8K
|
209K
$6.23M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.25K+ 25.33% |
$61.5K - $63.8K
|
11.1K
$332K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.98KNew |
$54K - $56K
|
1.98K
$59K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
401+ 231.79% |
$11K - $11.4K
|
574
$17.1K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
124New |
$3.39K - $3.52K
|
124
$3.7K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
99+ 141.43% |
$2.7K - $2.81K
|
169
$5.04K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
70New |
$1.91K - $1.99K
|
70
$2.09K
|
|
|
Apr 29, 2024
Q1 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
44+ 0.39% |
$1.2K - $1.25K
|
11.5K
$342K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10+ 0.0% |
$273 - $284
|
328K
$9.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-2- 0.06% |
$54.6 - $56.7
|
3.17K
$94.7K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-27- 1.99% |
$738 - $766
|
1.33K
$39.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-180- 1.93% |
$4.92K - $5.11K
|
9.13K
$273K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-200- 46.95% |
$5.46K - $5.67K
|
226
$6.75K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-212- 33.44% |
$5.79K - $6.01K
|
422
$12.6K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-420- 22.46% |
$11.5K - $11.9K
|
1.45K
$43.3K
|
|
|
May 10, 2024
Q1 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-466- 9.47% |
$12.7K - $13.2K
|
4.46K
$133K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-574Closed |
$15.7K - $16.3K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-809- 7.22% |
$22.1K - $23K
|
10.4K
$310K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-850- 7.13% |
$23.2K - $24.1K
|
11.1K
$331K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.32K- 11.88% |
$36.1K - $37.5K
|
9.8K
$292K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.51K- 15.25% |
$41.3K - $42.9K
|
8.4K
$251K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.8K- 59.83% |
$49.1K - $51K
|
1.21K
$36.1K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-2.95K- 7.89% |
$80.7K - $83.8K
|
34.5K
$1.03M
|
|
|
May 10, 2024
Q1 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-4.68K- 10.75% |
$128K - $133K
|
38.9K
$1.16M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.44K- 25.28% |
$149K - $154K
|
16.1K
$480K
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-6.51K- 35.13% |
$178K - $185K
|
12K
$359K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.79K- 30.49% |
$186K - $193K
|
15.5K
$462K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.88K- 98.41% |
$215K - $223K
|
127
$3.79K
|