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Invesco DB US Dollar Index Bullish Fund (UUP) Institutional Ownership

Invesco DB US Dollar Index Bullish Fund logo
$29.72 +0.11 (+0.37%)
Closing price 01/17/2025 04:10 PM Eastern
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$29.48 -0.24 (-0.82%)
As of 09:11 AM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco DB US Dollar Index Bullish Fund (NYSEARCA:UUP)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$85.07M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$63.91M
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UUP Institutional Buying and Selling by Quarter

Invesco DB US Dollar Index Bullish Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Mutual Advisors LLC21,430$635K0.0%N/A0.142%
1/17/2025 Octavia Wealth Advisors LLC8,536$251K0.0%N/A0.057%
12/26/2024JPMorgan Chase & Co.3,978$112K0.0%-94.1%0.026%
12/16/2024SMART Wealth LLC8,524$240K0.1%-23.2%0.057%
11/15/2024Delos Wealth Advisors LLC3,806$107K0.1%-9.1%0.025%
11/14/2024Raffles Associates LP40,000$1.13M1.2%N/A0.266%
11/14/2024Flow Traders U.S. LLC74,410$2.10M0.1%+505.6%0.494%
11/13/2024BNP Paribas Financial Markets102,412$2.89M0.0%-83.9%0.680%
11/13/2024Private Trust Co. NA3,243$91K0.0%-65.1%0.022%
11/6/2024Empowered Funds LLC128,712$3.63M0.1%N/A0.855%
11/6/2024Kovack Advisors Inc.7,211$203K0.0%-10.7%0.048%
10/29/2024Retirement Financial Solutions LLC42,340$1.19M0.5%+1.4%0.281%
10/28/2024Focus Financial Network Inc.12,593$355K0.0%+2.8%0.084%
10/24/2024Park Edge Advisors LLC43,663$1.23M0.4%+3.6%0.290%
10/16/2024Good Life Advisors LLC20,504$578K0.0%+64.9%0.136%
10/10/2024Sound Income Strategies LLC2,887$81K0.0%-32.2%0.019%
10/10/2024Exchange Traded Concepts LLC327,264$9.22M0.2%-13.4%2.175%
10/9/2024 Davies Financial Advisors Inc.23,628$666K0.6%-77.2%0.157%
8/22/2024Cetera Investment Advisers113,562$3.31M0.0%+66.7%0.755%
8/21/2024Truist Financial Corp10,333$301K0.0%+5.5%0.069%
8/14/2024Delos Wealth Advisors LLC4,187$122K0.1%-54.4%0.028%
8/8/2024Envestnet Asset Management Inc.108,853$3.17M0.0%+182.2%0.723%
8/5/2024Private Advisor Group LLC28,366$826K0.0%N/A0.188%
8/5/2024New York Life Investment Management LLC1,630,386$47.49M0.5%+135.7%10.833%
8/2/2024Foundations Investment Advisors LLC65,758$1.92M0.0%-54.6%0.437%
8/2/2024Ferguson Shapiro LLC14,843$432K0.2%N/A0.099%
7/31/2024Commonwealth Equity Services LLC319,548$9.31M0.0%+54.9%2.123%
7/31/2024Fortis Group Advisors LLC140,886$4.10M0.8%+515.9%0.936%
7/31/2024Trademark Financial Management LLC19,058$555K0.5%+58.5%0.127%
7/30/2024 Davies Financial Advisors Inc.103,703$3.02M2.8%N/A0.689%
7/26/2024Park Edge Advisors LLC42,161$1.23M0.4%+16.2%0.280%
7/26/2024Cambridge Investment Research Advisors Inc.107,571$3.13M0.0%+94.7%0.715%
7/22/2024Focus Financial Network Inc.12,248$350K0.0%-8.4%0.081%
7/20/2024Milestone Asset Management LLC36,879$1.07M0.3%N/A0.245%
7/19/2024Raymond James & Associates64,614$1.88M0.0%N/A0.429%
7/19/2024Compton Financial Group LLC224,953$6.55M2.1%+7.8%1.495%
7/16/2024Roman Butler Fullerton & Co.10,107$292K0.1%N/A0.067%
7/12/2024Sound Income Strategies LLC4,260$124K0.0%-76.2%0.028%
7/10/2024CWM LLC8,971$261K0.0%-12.9%0.060%
5/24/2024Cetera Advisors LLC59,373$1.68M0.0%N/A0.395%
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5/24/2024Cetera Investment Advisers68,106$1.93M0.0%N/A0.453%
5/11/2024Retirement Financial Solutions LLC38,861$1.10M0.6%-10.8%0.258%
5/9/2024Delos Wealth Advisors LLC9,172$260K0.3%-82.3%0.061%
5/8/2024Avantax Advisory Services Inc.9,767$277K0.0%N/A0.065%
5/8/2024Trademark Financial Management LLC12,026$341K0.3%-35.1%0.080%
5/8/2024Headlands Technologies LLC1,975$56K0.0%N/A0.013%
5/1/2024BNP Paribas Financial Markets408,819$11.60M0.0%+64,998.6%3.085%
5/1/2024Centric Wealth Management27,356$793K0.2%+103.7%0.206%
4/30/2024Fortis Group Advisors LLC22,874$649K0.1%-97.3%0.173%
4/29/2024Commonwealth Equity Services LLC206,326$5.85M0.0%-37.6%1.557%
4/25/2024Cambridge Investment Research Advisors Inc.55,261$1.57M0.0%-76.0%0.417%
4/24/2024U S Global Investors Inc.14,900$423K0.0%N/A0.112%
4/19/2024Park Edge Advisors LLC36,293$1.03M0.3%-80.4%0.274%
4/18/2024Compton Financial Group LLC208,713$5.92M2.0%+1.7%1.575%
4/17/2024Vicus Capital95,769$2.72M0.2%N/A0.723%
4/15/2024Sound Income Strategies LLC17,915$508K0.0%-76.1%0.095%
2/14/2024Cabana LLC11,412$309K1.4%N/A0.060%
2/13/2024Trademark Financial Management LLC18,539$502K0.4%N/A0.098%
2/13/2024Belpointe Asset Management LLC21,526$583K0.1%+19.0%0.114%
2/12/2024Focus Financial Network Inc. ADV13,377$362K0.0%N/A0.071%
2/12/2024Parallel Advisors LLC1,870$51K0.0%-54.6%0.010%
2/9/2024Advisory Services Network LLC13,502$366K0.0%N/A0.071%
2/9/2024AXS Investments LLC19,740$535K0.1%N/A0.104%
2/9/2024Cambridge Investment Research Advisors Inc.229,942$6.23M0.0%+407.1%1.213%
2/9/2024D.A. Davidson & CO.11,925$323K0.0%-15.9%0.063%
2/8/2024Foundations Investment Advisors LLC13,217$366K0.0%N/A0.070%
2/8/2024 Janney Montgomery Scott LLC33,442$906K0.0%+324.0%0.176%
2/7/2024Delos Wealth Advisors LLC51,849$1.41M2.0%-3.4%0.274%
2/6/2024Centric Wealth Management13,429$377K0.1%N/A0.071%
2/6/2024Lincoln National Corp61,532$1.67M0.0%N/A0.325%
2/6/2024New York Life Investment Management LLC10,293$279K0.0%N/A0.054%
2/2/2024Truist Financial Corp11,116$301K0.0%-37.0%0.059%
2/1/2024CWM LLC28,244$765K0.0%-31.0%0.149%
1/31/2024Knights of Columbus Asset Advisors LLC4,922$133K0.0%-14.1%0.026%
1/30/2024Aurora Private Wealth Inc.11,887$322K0.3%N/A0.063%
1/22/2024Compton Financial Group LLC205,194$5.56M2.0%-2.9%1.083%
1/18/2024Retirement Financial Solutions LLC43,544$1.18M0.7%+37.0%0.230%
1/18/2024Global Retirement Partners LLC8,004$222K0.0%+14.3%0.042%
1/18/2024Good Life Advisors LLC8,881$241K0.0%N/A0.047%
1/16/2024Raymond James Financial Services Advisors Inc.148,889$4.03M0.0%N/A0.786%
1/16/2024Raymond James & Associates14,605$396K0.0%N/A0.077%
1/16/2024 Client First Capital LLC207,598$5.62M4.1%-7.5%1.096%
1/12/2024 Mutual Advisors LLC14,005$379K0.0%+54.5%0.074%
1/12/2024Clearview Wealth Advisors LLC73,137$1.98M2.3%N/A0.386%
1/12/2024Park Edge Advisors LLC185,019$5.01M1.7%+2.2%0.976%
1/10/2024Sound Income Strategies LLC75,112$2.04M0.2%N/A0.396%
1/9/2024 EWG Elevate Inc.11,464$311K0.1%N/A0.060%
1/5/2024Exchange Traded Concepts LLC322,694$8.74M0.2%N/A1.703%
12/6/2023VisionPoint Advisory Group LLC2,792$83K0.0%-41.6%0.015%
12/1/2023Fortis Group Advisors LLC850,844$23.72M7.4%+231.1%4.490%
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11/16/2023Belpointe Asset Management LLC18,087$538K0.1%-9.4%0.095%
11/16/2023Delos Wealth Advisors LLC53,671$1.55M1.9%-1.2%0.283%
11/15/2023Scotia Capital Inc.26,926$801K0.0%-2.9%0.142%
11/14/2023Qube Research & Technologies Ltd111,981$3.33M0.0%+127.6%0.591%
11/14/2023 Mutual Advisors LLC9,063$269K0.0%-20.4%0.048%
11/13/2023LPL Financial LLC509,259$15.14M0.0%-20.3%2.687%
11/13/2023Dark Forest Capital Management LP13,919$414K0.0%-44.8%0.073%
11/13/2023Kestra Advisory Services LLC7,023$209K0.0%-84.4%0.037%
11/9/2023Price Capital Management Inc.399,360$11.87M17.9%N/A2.107%
11/9/2023UBS Group AG77,823$2.31M0.0%-45.5%0.411%
(Data available from 1/1/2016 forward)

UUP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UUP shares?

During the previous two years, 165 institutional investors and hedge funds held shares of Invesco DB US Dollar Index Bullish Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($101.24M), Bank of America Corp DE ($48.84M), New York Life Investment Management LLC ($47.49M), HighTower Advisors LLC ($38.15M), IFP Advisors Inc ($16.12M), LPL Financial LLC ($15.14M), and Trek Financial LLC ($14.86M).Learn more on UUP's institutional investors.

Which institutional investors have been buying Invesco DB US Dollar Index Bullish Fund stock?

Of the 130 institutional investors that purchased Invesco DB US Dollar Index Bullish Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Citigroup Inc. ($1.08M), Fortis Group Advisors LLC ($1.06M), New York Life Investment Management LLC ($949.06K), IFP Advisors Inc ($539.10K), Commonwealth Equity Services LLC ($433.98K), BNP Paribas Financial Markets ($408.19K), and Price Capital Management Inc. ($399.36K).

How much institutional buying is happening at Invesco DB US Dollar Index Bullish Fund?

Institutional investors have bought a total of 11,421,399 shares in the last 24 months. This purchase volume represents approximately $322.75M in transactions.

Which Invesco DB US Dollar Index Bullish Fund major shareholders have been selling company stock?

Of the 87 institutional investors that sold Invesco DB US Dollar Index Bullish Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($1.29M), Commonwealth Equity Services LLC ($1.22M), Cambridge Investment Research Advisors Inc. ($999.76K), LPL Financial LLC ($988.60K), Fortis Group Advisors LLC ($914.95K), Camarda Financial Advisors LLC ($656.63K), and TAP Consulting LLC ($541.86K).

How much institutional selling is happening at Invesco DB US Dollar Index Bullish Fund?

Institutional investors have sold a total of 12,283,610 shares in the last 24 months. This volume of shares sold represents approximately $345.86M in transactions.



This page (NYSEARCA:UUP) was last updated on 1/21/2025 by MarketBeat.com Staff
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