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

Invesco DB US Dollar Index Bullish Fund logo
$27.53 -0.04 (-0.15%)
Closing price 05/2/2025 04:10 PM Eastern
Extended Trading
$27.58 +0.05 (+0.20%)
As of 05/2/2025 07:55 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.
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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)
$141.85M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$29.72M
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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
5/2/2025Pettinga 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%
2/18/2025Pettinga 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%
2/13/2025 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%
2/13/2025Wells Fargo & Company MN71,948$2.12M0.0%+5.8%0.478%
2/12/2025Centric Wealth Management21,381$629K0.2%-12.4%0.142%
2/12/2025RWA Wealth Partners LLC34,005$1M0.0%N/A0.226%
2/12/2025Blair 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%
2/5/2025New 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%
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1/22/2025Foundations Investment Advisors LLC643,993$18.95M0.4%N/A4.279%
1/22/2025Drive 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%
12/16/2024 SMART 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%
11/6/2024Kovack 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%
8/22/2024Cetera 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%
8/5/2024New 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%
8/2/2024 Ferguson 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%
7/31/2024 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%
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%
5/24/2024Cetera Investment Advisers68,106$1.93M0.0%N/A0.453%
5/11/2024 Retirement Financial Solutions LLC38,861$1.10M0.6%-10.8%0.258%
5/9/2024Delos Wealth Advisors LLC9,172$260K0.3%-82.3%0.061%
5/8/2024Avantax Advisory Services Inc.9,767$277K0.0%N/A0.065%
5/8/2024 Trademark Financial Management LLC12,026$341K0.3%-35.1%0.080%
5/8/2024Headlands Technologies LLC1,975$56K0.0%N/A0.013%
Donald Trump is about to free crypto from its chains … (Ad)

Sure enough, Bitcoin took off on the exact day Juan said it would. It's up more than 40% since the election … surpassing $100,000 on Dec. 8 .… Now Juan believes it could hit $150,000 … or higher in 2025.

There's another coin he thinks could do even better.
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%
4/25/2024 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%
(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, 131 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), HighTower Advisors LLC ($38.15M), JPMorgan Chase & Co. ($26.66M), Foundations Investment Advisors LLC ($18.95M), IFP Advisors Inc ($16.12M), Price Capital Management Inc. ($11.87M), and Commonwealth Equity Services LLC ($9.31M).Learn more on UUP's institutional investors.

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

Of the 94 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), JPMorgan Chase & Co. ($902.06K), 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 10,156,385 shares in the last 24 months. This purchase volume represents approximately $291.76M in transactions.

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

Of the 73 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: Commonwealth Equity Services LLC ($1.22M), LPL Financial LLC ($988.60K), Fortis Group Advisors LLC ($914.95K), Cambridge Investment Research Advisors Inc. ($612.04K), BNP Paribas Financial Markets ($532.05K), Trek Financial LLC ($473.94K), and TAP Consulting LLC ($439.53K).

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

Institutional investors have sold a total of 8,481,695 shares in the last 24 months. This volume of shares sold represents approximately $240.30M in transactions.


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This page (NYSEARCA:UUP) was last updated on 5/3/2025 by MarketBeat.com Staff
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