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

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$28.67
-0.02 (-0.07%)
(As of 05/31/2024 ET)
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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)
57
Total
Institutional Inflows
(last 12 months)
$102.99M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$138.80M
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UUP Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/24/2024 Cetera Advisors LLC59,373$1.68M0.0%N/A0.395%
5/24/2024 Cetera Investment Advisers68,106$1.93M0.0%N/A0.453%
5/11/2024 Retirement Financial Solutions LLC38,861$1.10M0.6%-10.8%0.258%
5/9/2024 Delos Wealth Advisors LLC9,172$260K0.3%-82.3%0.061%
5/8/2024 Avantax Advisory Services Inc.9,767$277K0.0%N/A0.065%
5/8/2024 Trademark Financial Management LLC12,026$341K0.3%-35.1%0.080%
5/8/2024 Headlands Technologies LLC1,975$56K0.0%N/A0.013%
5/1/2024 BNP Paribas Financial Markets408,819$11.60M0.0%+64,998.6%3.085%
5/1/2024 Centric Wealth Management27,356$793K0.2%+103.7%0.206%
4/30/2024 Fortis Group Advisors LLC22,874$649K0.1%-97.3%0.173%
4/29/2024Commonwealth Equity Services LLC206,326$5.85M0.0%-37.6%1.557%
4/25/2024 Cambridge Investment Research Advisors Inc.55,261$1.57M0.0%-76.0%0.417%
4/24/2024 U S Global Investors Inc.14,900$423K0.0%N/A0.112%
4/19/2024 Park Edge Advisors LLC36,293$1.03M0.3%-80.4%0.274%
4/18/2024 Compton Financial Group LLC208,713$5.92M2.0%+1.7%1.575%
4/17/2024 Vicus Capital95,769$2.72M0.2%N/A0.723%
4/15/2024 Sound Income Strategies LLC17,915$508K0.0%-76.1%0.095%
2/14/2024 Cabana LLC11,412$309K1.4%N/A0.060%
2/13/2024 Trademark Financial Management LLC18,539$502K0.4%N/A0.098%
2/13/2024 Belpointe Asset Management LLC21,526$583K0.1%+19.0%0.114%
2/12/2024Focus Financial Network Inc. ADV13,377$362K0.0%N/A0.071%
2/12/2024 Parallel Advisors LLC1,870$51K0.0%-54.6%0.010%
2/9/2024 Advisory Services Network LLC13,502$366K0.0%N/A0.071%
2/9/2024 AXS Investments LLC19,740$535K0.1%N/A0.104%
2/9/2024 Cambridge Investment Research Advisors Inc.229,942$6.23M0.0%+407.1%1.213%
2/9/2024 D.A. Davidson & CO.11,925$323K0.0%-15.9%0.063%
2/8/2024 Foundations Investment Advisors LLC13,217$366K0.0%N/A0.070%
2/8/2024 Janney Montgomery Scott LLC33,442$906K0.0%+324.0%0.176%
2/7/2024 Delos Wealth Advisors LLC51,849$1.41M2.0%-3.4%0.274%
2/6/2024 Centric Wealth Management13,429$377K0.1%N/A0.071%
2/6/2024 Lincoln National Corp61,532$1.67M0.0%N/A0.325%
2/6/2024 New York Life Investment Management LLC10,293$279K0.0%N/A0.054%
2/2/2024 Truist Financial Corp11,116$301K0.0%-37.0%0.059%
2/1/2024 CWM LLC28,244$765K0.0%-31.0%0.149%
1/31/2024 Knights of Columbus Asset Advisors LLC4,922$133K0.0%-14.1%0.026%
1/30/2024 Aurora Private Wealth Inc.11,887$322K0.3%N/A0.063%
1/22/2024 Compton Financial Group LLC205,194$5.56M2.0%-2.9%1.083%
1/18/2024 Retirement Financial Solutions LLC43,544$1.18M0.7%+37.0%0.230%
1/18/2024 Global Retirement Partners LLC8,004$222K0.0%+14.3%0.042%
1/18/2024 Good Life Advisors LLC8,881$241K0.0%N/A0.047%
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1/16/2024 Raymond James Financial Services Advisors Inc.148,889$4.03M0.0%N/A0.786%
1/16/2024 Raymond 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%
1/12/2024 Clearview Wealth Advisors LLC73,137$1.98M2.3%N/A0.386%
1/12/2024 Park Edge Advisors LLC185,019$5.01M1.7%+2.2%0.976%
1/10/2024 Sound Income Strategies LLC75,112$2.04M0.2%N/A0.396%
1/9/2024 EWG Elevate Inc.11,464$311K0.1%N/A0.060%
1/5/2024 Exchange Traded Concepts LLC322,694$8.74M0.2%N/A1.703%
12/6/2023 VisionPoint Advisory Group LLC2,792$83K0.0%-41.6%0.015%
12/1/2023 Fortis Group Advisors LLC850,844$23.72M7.4%+231.1%4.490%
11/16/2023 Belpointe Asset Management LLC18,087$538K0.1%-9.4%0.095%
11/16/2023 Delos Wealth Advisors LLC53,671$1.55M1.9%-1.2%0.283%
11/15/2023 Scotia Capital Inc.26,926$801K0.0%-2.9%0.142%
11/14/2023 Qube Research & Technologies Ltd111,981$3.33M0.0%+127.6%0.591%
11/14/2023 Mutual Advisors LLC9,063$269K0.0%-20.4%0.048%
11/13/2023 LPL Financial LLC509,259$15.14M0.0%-20.3%2.687%
11/13/2023 Dark Forest Capital Management LP13,919$414K0.0%-44.8%0.073%
11/13/2023 Kestra Advisory Services LLC7,023$209K0.0%-84.4%0.037%
11/9/2023 Price Capital Management Inc.399,360$11.87M17.9%N/A2.107%
11/9/2023 UBS Group AG77,823$2.31M0.0%-45.5%0.411%
11/8/2023 D.A. Davidson & CO.14,175$421K0.0%-17.5%0.075%
11/8/2023 Avantax Advisory Services Inc.7,076$210K0.0%-4.8%0.037%
11/7/2023 Advisors Preferred LLC1,600$48K0.0%N/A0.008%
11/7/2023 Vista Finance LLC295,750$8.79M12.8%-28.7%1.561%
11/6/2023 L.M. Kohn & Company18,719$557K0.2%N/A0.099%
10/30/2023 Perigon Wealth Management LLC36,021$1.07M0.0%N/A0.190%
10/30/2023Cedar Wealth Management LLC12,732$379K0.1%-50.0%0.067%
10/27/2023 TD Asset Management Inc7,284$217K0.0%-54.4%0.038%
10/26/2023 WESPAC Advisors LLC53,633$1.60M1.2%+2.0%0.283%
10/24/2023 Bank of New York Mellon Corp24,681$734K0.0%-6.7%0.130%
10/24/2023 Compton Financial Group LLC211,421$6.29M2.4%+10.1%1.116%
10/24/2023 Clear Creek Financial Management LLC7,048$210K0.0%N/A0.037%
10/24/2023 Cambridge Investment Research Advisors Inc.45,342$1.35M0.0%-74.8%0.239%
10/23/2023Commonwealth Equity Services LLC201,178$5.98M0.0%-5.5%1.062%
10/20/2023 Retirement Financial Solutions LLC31,779$945K0.6%+3.7%0.168%
10/18/2023 U S Global Investors Inc.3,000$89K0.0%N/A0.016%
10/18/2023 Private Trust Co. NA9,616$286K0.0%-30.8%0.051%
10/17/2023 Avior Wealth Management LLC1,000$30K0.0%N/A0.005%
10/17/2023 Financial Services Advisory Inc49,144$1.46M0.7%N/A0.259%
10/16/2023 Lake Hills Wealth Management LLC50,207$1.49M1.5%N/A0.265%
10/16/2023 McBroom & Associates LLC40,041$1.19M0.9%-4.3%0.211%
10/13/2023 Global Retirement Partners LLC7,004$209K0.0%+5,785.7%0.037%
10/12/2023IFP Advisors Inc542,350$16.12M0.7%-20.1%2.862%
10/11/2023 Park Edge Advisors LLC181,100$5.38M1.9%-0.5%0.956%
10/11/2023 AE Wealth Management LLC271,413$8.07M0.0%+393.9%1.432%
10/11/2023 CWM LLC40,923$1.22M0.0%-4.8%0.216%
10/11/2023 Client First Capital LLC224,440$6.67M4.8%+2.3%1.184%
10/10/2023 National Bank of Canada FI937$28K0.0%-44.5%0.005%
10/10/2023 Householder Group Estate & Retirement Specialist LLC3,322$99K0.0%N/A0.018%
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9/5/2023 Delos Wealth Advisors LLC54,333$1.54M2.0%+3.3%0.287%
8/24/2023 ProVise Management Group LLC70,204$1.99M0.2%-37.8%0.370%
8/21/2023 VisionPoint Advisory Group LLC4,783$136K0.1%N/A0.025%
8/14/2023IFP Advisors Inc678,967$19.27M0.8%-1.7%3.583%
8/14/2023 Parallax Volatility Advisers L.P.54,950$1.56M0.0%+186.2%0.290%
8/11/2023 D.A. Davidson & CO.17,175$487K0.0%-17.7%0.091%
8/10/2023 Osaic Holdings Inc.200,394$5.68M0.0%-22.3%1.057%
8/10/2023Commonwealth Equity Services LLC212,958$6.04M0.0%-62.8%1.124%
8/10/2023 Cetera Advisor Networks LLC57,506$1.63M0.0%-14.9%0.303%
8/9/2023 BNP Paribas Arbitrage SNC144,804$4.11M0.0%+114.7%0.764%
(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, 208 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), HighTower Advisors LLC ($38.15M), 3EDGE Asset Management LP ($33.04M), Inspire Investing LLC ($21.28M), Inspire Advisors LLC ($17.15M), and IFP Advisors Inc ($16.12M).Learn more on UUP's institutional investors.

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

Of the 190 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: Exchange Traded Concepts LLC ($10.69M), Wells Fargo & Company MN ($2.72M), Bank of America Corp DE ($1.26M), 3EDGE Asset Management LP ($1.11M), Citigroup Inc. ($1.08M), Fortis Group Advisors LLC ($937.82K), and Cambridge Investment Research Advisors Inc. ($868.72K).

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

Institutional investors have bought a total of 36,274,412 shares in the last 24 months. This purchase volume represents approximately $1.03B in transactions.

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

Of the 99 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), Osborne Partners Capital Management LLC ($671.75K), and Camarda Financial Advisors LLC ($656.63K).

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

Institutional investors have sold a total of 12,979,485 shares in the last 24 months. This volume of shares sold represents approximately $366.39M in transactions.


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This page (NYSEARCA:UUP) was last updated on 6/2/2024 by MarketBeat.com Staff

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