Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.22M+ 101.25% |
$59.8M - $66.7M
|
4.41M
$133M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.12M+ 33.98% |
$30.2M - $33.6M
|
4.41M
$133M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
328KNew |
$8.85M - $9.86M
|
328K
$9.9M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
323KNew |
$8.7M - $9.69M
|
323K
$9.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
185K+ 407.13% |
$4.97M - $5.55M
|
230K
$6.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
183K+ 219.42% |
$4.94M - $5.51M
|
267K
$8.06M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
149KNew |
$4.01M - $4.47M
|
149K
$4.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
129K+ 64.24% |
$3.48M - $3.88M
|
330K
$9.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
79.5K+ 147.48% |
$2.14M - $2.39M
|
133K
$4.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
75.1KNew |
$2.02M - $2.26M
|
75.1K
$2.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
73.1KNew |
$1.97M - $2.2M
|
73.1K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
72.7K+ 5.23% |
$1.96M - $2.18M
|
1.46M
$44.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
61.5KNew |
$1.66M - $1.85M
|
61.5K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
52.1KNew |
$1.4M - $1.56M
|
52.1K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
47.8K+ 16.53% |
$1.29M - $1.44M
|
337K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
46.6K+ 169.46% |
$1.26M - $1.4M
|
74.1K
$2.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
29.1K+ 350.17% |
$785K - $875K
|
37.4K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
28.8KNew |
$775K - $864K
|
28.8K
$868K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.6K+ 324.01% |
$689K - $768K
|
33.4K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
21.5KNew |
$581K - $647K
|
21.5K
$650K
|
|
|
Oct 15, 2024
Q4 2023
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
20.1KNew |
$541K - $603K
|
20.1K
$606K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
19.7KNew |
$532K - $593K
|
19.7K
$596K
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
18.5KNew |
$500K - $557K
|
18.5K
$559K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.6KNew |
$394K - $439K
|
14.6K
$441K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
13.5KNew |
$364K - $406K
|
13.5K
$407K
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
13.4KNew |
$362K - $403K
|
13.4K
$405K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
13.4KNew |
$361K - $402K
|
13.4K
$404K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.2KNew |
$356K - $397K
|
13.2K
$399K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
11.9KNew |
$320K - $357K
|
11.9K
$359K
|
|
|
Jan 18, 2024
Q4 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
11.8K+ 37.02% |
$317K - $353K
|
43.5K
$1.31M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
11.5KNew |
$309K - $344K
|
11.5K
$346K
|
|
|
Feb 14, 2024
Q4 2023
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
11.4KNew |
$308K - $343K
|
11.4K
$344K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
10.3KNew |
$277K - $309K
|
10.3K
$311K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
9.91KNew |
$267K - $298K
|
9.91K
$299K
|
|
|
Feb 14, 2024
Q4 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
9.82K+ 70.53% |
$265K - $295K
|
23.7K
$716K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
8.88KNew |
$239K - $267K
|
8.88K
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.89KNew |
$213K - $237K
|
7.89K
$238K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.94K+ 54.53% |
$133K - $148K
|
14K
$423K
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.92K+ 2.16% |
$106K - $118K
|
185K
$5.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.44K+ 19.01% |
$92.7K - $103K
|
21.5K
$649K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.44KNew |
$38.8K - $43.3K
|
1.44K
$43.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1K+ 14.28% |
$27K - $30K
|
8K
$241K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
950New |
$25.6K - $28.5K
|
950
$28.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
711New |
$19.2K - $21.4K
|
711
$21.5K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
634New |
$17.1K - $19K
|
634
$19.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
532New |
$14.3K - $16K
|
532
$16.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
173New |
$4.66K - $5.2K
|
173
$5.22K
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
111+ 3.63% |
$2.99K - $3.33K
|
3.17K
$95.7K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
100New |
$2.7K - $3K
|
100
$3.02K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
75New |
$2.02K - $2.25K
|
75
$2.26K
|