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

Invesco DB US Dollar Index Bullish Fund logo
$27.44 +0.06 (+0.20%)
Closing price 03:59 PM Eastern
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$27.44 0.00 (0.00%)
As of 04:06 PM 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)
48
Total
Institutional Inflows
(last 12 months)
$122.04M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$54.58M
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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
8/8/2025Foundations Investment Advisors LLC19,121$514K0.0%-84.5%0.258%
8/8/2025Davies Financial Advisors Inc.40,569$1.09M0.8%-53.9%0.548%
8/8/2025Intrua Financial LLC16,336$439K0.1%-93.5%0.221%
8/5/2025 Retirement Financial Solutions LLC28,475$765K0.5%-5.3%0.385%
8/4/2025 Kovack Advisors Inc.14,454$389K0.0%+104.9%0.195%
8/1/2025 Envestnet Asset Management Inc.33,934$912K0.0%-67.1%0.452%
7/29/2025 Stratos Wealth Partners LTD.8,799$237K0.0%N/A0.117%
7/28/2025 Pettinga Financial Advisors LLC57,275$1.54M0.3%-20.6%0.764%
7/22/2025 Knights of Columbus Asset Advisors LLC2,745$74K0.0%-17.6%0.039%
7/16/2025 Cabana LLC10,031$270K1.5%N/A0.134%
7/10/2025 Exchange Traded Concepts LLC256,115$6.88M0.1%-1.8%3.485%
7/10/2025 Focus Financial Network Inc.11,091$298K0.0%-10.5%0.151%
7/7/2025 Park Edge Advisors LLC64,130$1.72M0.4%+10.9%0.855%
6/27/2025Goldman Sachs Group Inc.15,782$450K0.0%-104.5%0.180%
5/28/2025Intrua Financial LLC249,747$7.13M1.0%-13.7%2.379%
5/16/2025Empowered Funds LLC65,329$1.86M0.0%N/A0.622%
5/16/2025Goldman Sachs Group Inc.15,782$450K0.0%-104.5%0.150%
5/15/2025Royal Bank of Canada68,856$1.97M0.0%+34.6%0.656%
5/14/2025Luminist Capital LLC1,464$42K0.0%+36.8%0.014%
5/14/2025Kestra Advisory Services LLC52,057$1.49M0.0%N/A0.496%
5/14/2025Summit 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%
5/12/2025National Bank of Canada FI1,813$52K0.0%+1,436.4%0.020%
5/7/2025Foundations Investment Advisors LLC123,054$3.51M0.1%-80.9%1.375%
5/7/2025LPL Financial LLC205,819$5.87M0.0%-5.5%2.300%
5/7/2025 Drive Wealth Management LLC10,963$313K0.1%+22.9%0.122%
5/6/2025Cetera Investment Advisers95,671$2.73M0.0%+57.1%1.069%
5/6/2025Avantax 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%
4/22/2025Davies 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%
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2/18/2025 Pettinga Financial Advisors LLC27,350$805K0.2%N/A0.182%
2/17/2025Western Standard LLC181,653$5.34M3.6%N/A1.207%
2/17/2025Cetera Investment Advisers60,902$1.79M0.0%+361.1%0.405%
2/17/2025Chapman Financial Group LLC1,778$52K0.0%N/A0.012%
2/17/2025Bank of America Corp DE200,798$5.91M0.0%+3.2%1.334%
2/17/2025BNP Paribas Financial Markets198,268$5.83M0.0%+93.6%1.317%
2/17/2025Ameriprise Financial Inc.234,466$6.90M0.0%-12.8%1.558%
2/14/2025Comerica Bank6,534$192K0.0%N/A0.043%
2/14/2025Integrated Wealth Concepts LLC10,774$317K0.0%-30.4%0.072%
2/14/2025MML Investors Services LLC145,937$4.29M0.0%N/A0.970%
2/14/2025GeoWealth Management LLC2,842$84K0.0%N/A0.019%
2/13/2025NewEdge Advisors LLC119,200$3.51M0.0%N/A0.792%
2/13/2025Trek Financial LLC65,022$1.91M0.1%N/A0.432%
2/13/2025 Envestnet Asset Management Inc.26,763$787K0.0%-26.0%0.178%
2/13/2025Wells Fargo & Company MN71,948$2.12M0.0%+5.8%0.478%
2/12/2025Centric 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%
2/12/2025JPMorgan Chase & Co.906,035$26.66M0.0%+22,676.1%6.020%
2/11/2025LPL Financial LLC217,868$6.41M0.0%+143.2%1.448%
2/10/2025 Capasso Planning Partners LLC23,390$688K0.3%N/A0.155%
2/6/2025Steward 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%
1/28/2025Kingsview Wealth Management LLC8,194$241K0.0%N/A0.054%
1/23/2025 Narus Financial Partners LLC12,333$363K0.1%N/A0.082%
1/22/2025Foundations 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%
12/26/2024JPMorgan 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%
11/13/2024 Private Trust Co. NA3,243$91K0.0%-65.1%0.022%
11/6/2024Empowered 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%
10/16/2024Good 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%
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10/9/2024Davies Financial Advisors Inc.23,628$666K0.6%-77.2%0.157%
8/22/2024Cetera Investment Advisers113,562$3.31M0.0%+66.7%0.755%
8/21/2024 Truist Financial Corp10,333$301K0.0%+5.5%0.069%
8/14/2024Delos 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%
8/5/2024Private 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%
8/2/2024Foundations 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%
(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, 115 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 Invesco DB US Dollar Index Bullish Fund's institutional investors.

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

Of the 93 institutional investors that purchased Invesco DB US Dollar Index Bullish Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: New York Life Investment Management LLC ($949.06K), JPMorgan Chase & Co. ($902.06K), Goldman Sachs Group Inc. ($737.30K), Fortis Group Advisors LLC ($711.91K), Foundations Investment Advisors LLC ($657.21K), BNP Paribas Financial Markets ($504.05K), 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 4,202,714 shares in the last 24 months. This purchase volume represents approximately $122.04M in transactions.

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

Of the 25 institutional investors that sold Invesco DB US Dollar Index Bullish Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Foundations Investment Advisors LLC ($624.87K), BNP Paribas Financial Markets ($532.05K), Intrua Financial LLC ($272.89K), Davies Financial Advisors Inc. ($127.56K), Exchange Traded Concepts LLC ($121.80K), Envestnet Asset Management Inc. ($78.74K), and JPMorgan Chase & Co. ($63.13K).

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

Institutional investors have sold a total of 1,946,003 shares in the last 24 months. This volume of shares sold represents approximately $54.58M in transactions.


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This page (NYSEARCA:UUP) was last updated on 8/8/2025 by MarketBeat.com Staff
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