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

Invesco DB US Dollar Index Bullish Fund logo
$27.37 -0.20 (-0.73%)
Closing price 05/23/2025 04:10 PM Eastern
Extended Trading
$27.36 -0.02 (-0.05%)
As of 05/23/2025 07:31 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Invesco DB US Dollar Index Bullish Fund (NYSEARCA:UUP)

Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$160.29M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$43.40M
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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
5/16/2025 Empowered Funds LLC65,329$1.86M0.0%N/A0.622%
5/16/2025 Goldman Sachs Group Inc.15,782$450K0.0%-104.5%0.150%
5/15/2025 Royal Bank of Canada68,856$1.97M0.0%+34.6%0.656%
5/14/2025 Luminist Capital LLC1,464$42K0.0%+36.8%0.014%
5/14/2025 Kestra Advisory Services LLC52,057$1.49M0.0%N/A0.496%
5/14/2025 Summit Financial LLC14,227$406K0.0%N/A0.135%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors85,519$2.44M0.2%N/A0.956%
5/12/2025 National Bank of Canada FI1,813$52K0.0%+1,436.4%0.020%
5/7/2025 Foundations Investment Advisors LLC123,054$3.51M0.1%-80.9%1.375%
5/7/2025 LPL Financial LLC205,819$5.87M0.0%-5.5%2.300%
5/7/2025 Drive Wealth Management LLC10,963$313K0.1%+22.9%0.122%
5/6/2025 Cetera Investment Advisers95,671$2.73M0.0%+57.1%1.069%
5/6/2025 Avantax Advisory Services Inc.11,984$342K0.0%+18.9%0.134%
5/5/2025 Csenge Advisory Group13,583$371K0.0%N/A0.152%
5/2/2025 Pettinga Financial Advisors LLC72,175$2.06M0.5%+163.9%0.806%
4/29/2025 Envestnet Asset Management Inc.103,261$2.95M0.0%+285.8%1.154%
4/29/2025 Bank of New York Mellon Corp14,452$412K0.0%-6.8%0.161%
4/28/2025 Private Trust Co. NA3,243$93K0.0%-53.8%0.036%
4/22/2025 Cambridge Investment Research Advisors Inc.81,400$2.32M0.0%+100.5%0.909%
4/22/2025 Davies Financial Advisors Inc.88,049$2.51M2.1%N/A0.984%
4/17/2025 Exchange Traded Concepts LLC260,868$7.45M0.1%-11.3%2.268%
4/16/2025 Retirement Financial Solutions LLC30,082$859K0.5%-8.7%0.262%
4/10/2025 Park Edge Advisors LLC57,815$1.65M0.5%N/A0.503%
4/9/2025 Milestone Asset Management LLC39,970$1.14M0.2%N/A0.348%
3/17/2025 Wealth Enhancement Advisory Services LLC9,375$276K0.0%N/A0.083%
2/18/2025 Pettinga Financial Advisors LLC27,350$805K0.2%N/A0.182%
2/17/2025 Western Standard LLC181,653$5.34M3.6%N/A1.207%
2/17/2025 Cetera Investment Advisers60,902$1.79M0.0%+361.1%0.405%
2/17/2025Chapman Financial Group LLC1,778$52K0.0%N/A0.012%
2/17/2025 Bank of America Corp DE200,798$5.91M0.0%+3.2%1.334%
2/17/2025 BNP Paribas Financial Markets198,268$5.83M0.0%+93.6%1.317%
2/17/2025 Ameriprise Financial Inc.234,466$6.90M0.0%-12.8%1.558%
2/14/2025 Comerica Bank6,534$192K0.0%N/A0.043%
2/14/2025 Integrated Wealth Concepts LLC10,774$317K0.0%-30.4%0.072%
2/14/2025 MML Investors Services LLC145,937$4.29M0.0%N/A0.970%
2/14/2025 GeoWealth Management LLC2,842$84K0.0%N/A0.019%
2/13/2025 NewEdge Advisors LLC119,200$3.51M0.0%N/A0.792%
2/13/2025 Trek Financial LLC65,022$1.91M0.1%N/A0.432%
2/13/2025 Envestnet Asset Management Inc.26,763$787K0.0%-26.0%0.178%
2/13/2025 Wells Fargo & Company MN71,948$2.12M0.0%+5.8%0.478%
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2/12/2025 Centric Wealth Management21,381$629K0.2%-12.4%0.142%
2/12/2025 RWA Wealth Partners LLC34,005$1M0.0%N/A0.226%
2/12/2025 Blair William & Co. IL14,340$422K0.0%-14.8%0.095%
2/12/2025 JPMorgan Chase & Co.906,035$26.66M0.0%+22,676.1%6.020%
2/11/2025 LPL Financial LLC217,868$6.41M0.0%+143.2%1.448%
2/10/2025 Capasso Planning Partners LLC23,390$688K0.3%N/A0.155%
2/6/2025 Steward Partners Investment Advisory LLC1,577$46K0.0%-27.0%0.010%
2/5/2025 Private Trust Co. NA7,025$207K0.0%+116.6%0.047%
2/5/2025 New York Life Investment Management LLC2,219,024$65.28M0.6%-0.4%14.744%
2/4/2025 Bank of New York Mellon Corp15,503$456K0.0%-29.6%0.103%
1/31/2025 Retirement Financial Solutions LLC32,933$969K0.5%-22.2%0.219%
1/31/2025 Truist Financial Corp7,330$216K0.0%-8.5%0.049%
1/28/2025 Kingsview Wealth Management LLC8,194$241K0.0%N/A0.054%
1/23/2025 Narus Financial Partners LLC12,333$363K0.1%N/A0.082%
1/22/2025 Foundations Investment Advisors LLC643,993$18.95M0.4%N/A4.279%
1/22/2025 Drive Wealth Management LLC8,921$262K0.1%N/A0.059%
1/21/2025 Exchange Traded Concepts LLC294,148$8.65M0.2%-10.1%1.954%
1/21/2025 Sound Income Strategies LLC2,456$72K0.0%-14.9%0.016%
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%
12/26/2024 JPMorgan Chase & Co.3,978$112K0.0%-94.1%0.026%
12/16/2024 SMART Wealth LLC8,524$240K0.1%-23.2%0.057%
11/15/2024 Delos Wealth Advisors LLC3,806$107K0.1%-9.1%0.025%
11/14/2024 Raffles Associates LP40,000$1.13M1.2%N/A0.266%
11/14/2024 Flow Traders U.S. LLC74,410$2.10M0.1%+505.6%0.494%
11/13/2024 BNP Paribas Financial Markets102,412$2.89M0.0%-83.9%0.680%
11/13/2024 Private Trust Co. NA3,243$91K0.0%-65.1%0.022%
11/6/2024 Empowered Funds LLC128,712$3.63M0.1%N/A0.855%
11/6/2024 Kovack Advisors Inc.7,211$203K0.0%-10.7%0.048%
10/29/2024 Retirement Financial Solutions LLC42,340$1.19M0.5%+1.4%0.281%
10/28/2024 Focus Financial Network Inc.12,593$355K0.0%+2.8%0.084%
10/24/2024 Park Edge Advisors LLC43,663$1.23M0.4%+3.6%0.290%
10/16/2024 Good Life Advisors LLC20,504$578K0.0%+64.9%0.136%
10/10/2024 Sound Income Strategies LLC2,887$81K0.0%-32.2%0.019%
10/10/2024 Exchange 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%
8/22/2024 Cetera Investment Advisers113,562$3.31M0.0%+66.7%0.755%
8/21/2024 Truist Financial Corp10,333$301K0.0%+5.5%0.069%
8/14/2024 Delos Wealth Advisors LLC4,187$122K0.1%-54.4%0.028%
8/8/2024 Envestnet Asset Management Inc.108,853$3.17M0.0%+182.2%0.723%
8/5/2024 Private Advisor Group LLC28,366$826K0.0%N/A0.188%
8/5/2024 New York Life Investment Management LLC1,630,386$47.49M0.5%+135.7%10.833%
8/2/2024 Foundations Investment Advisors LLC65,758$1.92M0.0%-54.6%0.437%
8/2/2024 Ferguson Shapiro LLC14,843$432K0.2%N/A0.099%
7/31/2024 Commonwealth Equity Services LLC319,548$9.31M0.0%+54.9%2.123%
7/31/2024 Fortis Group Advisors LLC140,886$4.10M0.8%+515.9%0.936%
7/31/2024 Trademark 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%
7/26/2024 Park Edge Advisors LLC42,161$1.23M0.4%+16.2%0.280%
7/26/2024 Cambridge Investment Research Advisors Inc.107,571$3.13M0.0%+94.7%0.715%
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7/22/2024 Focus Financial Network Inc.12,248$350K0.0%-8.4%0.081%
7/20/2024 Milestone Asset Management LLC36,879$1.07M0.3%N/A0.245%
7/19/2024Raymond James & Associates64,614$1.88M0.0%N/A0.429%
7/19/2024 Compton Financial Group LLC224,953$6.55M2.1%+7.8%1.495%
7/16/2024 Roman Butler Fullerton & Co.10,107$292K0.1%N/A0.067%
7/12/2024 Sound Income Strategies LLC4,260$124K0.0%-76.2%0.028%
7/10/2024 CWM LLC8,971$261K0.0%-12.9%0.060%
5/24/2024Cetera 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%
(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, 123 institutional investors and hedge funds held shares of Invesco DB US Dollar Index Bullish Fund. The most heavily invested institutionals were New York Life Investment Management LLC ($65.28M), JPMorgan Chase & Co. ($26.66M), IFP Advisors Inc ($16.12M), Price Capital Management Inc. ($11.87M), Commonwealth Equity Services LLC ($9.31M), Vista Finance LLC ($8.79M), and AE Wealth Management LLC ($8.07M).Learn more on UUP's institutional investors.

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

Of the 96 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: Fortis Group Advisors LLC ($1.06M), New York Life Investment Management LLC ($949.06K), JPMorgan Chase & Co. ($902.06K), Foundations Investment Advisors LLC ($657.21K), BNP Paribas Financial Markets ($504.05K), Price Capital Management Inc. ($399.36K), and Goldman Sachs Group Inc. ($368.65K).

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

Institutional investors have bought a total of 9,333,647 shares in the last 24 months. This purchase volume represents approximately $269.25M in transactions.

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

Of the 62 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: Fortis Group Advisors LLC ($914.95K), LPL Financial LLC ($620.29K), Foundations Investment Advisors LLC ($600.10K), BNP Paribas Financial Markets ($532.05K), Commonwealth Equity Services LLC ($494.92K), TAP Consulting LLC ($439.53K), and Janney Montgomery Scott LLC ($414.01K).

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

Institutional investors have sold a total of 6,386,608 shares in the last 24 months. This volume of shares sold represents approximately $182.24M in transactions.



This page (NYSEARCA:UUP) was last updated on 5/24/2025 by MarketBeat.com Staff
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