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

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Stock Analysis Chart Headlines Holdings Ownership

Number of Institutional Buyers (last 12 months): 76
Total Institutional Inflows (last 12 months): $165.25M

Number of Institutional Sellers (last 12 months): 79
Total Institutional Outflows (last 12 months): $284.14M

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UUP Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/17/2024	Vicus Capital	95,769	$2.72M	0.2%	N/A	0.723%
4/15/2024	Sound Income Strategies LLC	17,915	$508K	0.0%	-76.1%	0.095%
2/15/2024	Comerica Bank	1,418	$38K	0.0%	-95.5%	0.007%
2/14/2024	Royal Bank of Canada	133,343	$3.61M	0.0%	+147.5%	0.704%
2/14/2024	Cabana LLC	11,412	$309K	1.4%	N/A	0.060%
2/13/2024	Envestnet Asset Management Inc.	69,108	$1.87M	0.0%	-5.6%	0.365%
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2/13/2024	Cetera Advisor Networks LLC	30,450	$825K	0.0%	-30.6%	0.161%
2/13/2024	Trademark Financial Management LLC	18,539	$502K	0.4%	N/A	0.098%
2/13/2024	Belpointe Asset Management LLC	21,526	$583K	0.1%	+19.0%	0.114%
2/12/2024	Focus Financial Network Inc. ADV	13,377	$362K	0.0%	N/A	0.071%
2/12/2024	Parallel Advisors LLC	1,870	$51K	0.0%	-54.6%	0.010%
2/9/2024	Advisory Services Network LLC	13,502	$366K	0.0%	N/A	0.071%
2/9/2024	AXS Investments LLC	19,740	$535K	0.1%	N/A	0.104%
2/9/2024	Cambridge Investment Research Advisors Inc.	229,942	$6.23M	0.0%	+407.1%	1.213%
2/9/2024	D.A. Davidson & CO.	11,925	$323K	0.0%	-15.9%	0.063%
2/9/2024	UBS Group AG	57,723	$1.56M	0.0%	-25.8%	0.305%
2/8/2024	Foundations Investment Advisors LLC	13,217	$366K	0.0%	N/A	0.070%
2/8/2024	Janney Montgomery Scott LLC	33,442	$906K	0.0%	+324.0%	0.176%
2/7/2024	Delos Wealth Advisors LLC	51,849	$1.41M	2.0%	-3.4%	0.274%
2/6/2024	Centric Wealth Management	13,429	$377K	0.1%	N/A	0.071%
2/6/2024	Lincoln National Corp	61,532	$1.67M	0.0%	N/A	0.325%
2/6/2024	New York Life Investment Management LLC	10,293	$279K	0.0%	N/A	0.054%
2/2/2024	Truist Financial Corp	11,116	$301K	0.0%	-37.0%	0.059%
2/1/2024	CWM LLC	28,244	$765K	0.0%	-31.0%	0.149%
1/31/2024	Knights of Columbus Asset Advisors LLC	4,922	$133K	0.0%	-14.1%	0.026%
1/30/2024	Aurora Private Wealth Inc.	11,887	$322K	0.3%	N/A	0.063%
1/22/2024	Compton Financial Group LLC	205,194	$5.56M	2.0%	-2.9%	1.083%
1/18/2024	Retirement Financial Solutions LLC	43,544	$1.18M	0.7%	+37.0%	0.230%
1/18/2024	Global Retirement Partners LLC	8,004	$222K	0.0%	+14.3%	0.042%
1/18/2024	Good Life Advisors LLC	8,881	$241K	0.0%	N/A	0.047%
1/16/2024	Raymond James Financial Services Advisors Inc.	148,889	$4.03M	0.0%	N/A	0.786%
1/16/2024	Raymond James & Associates	14,605	$396K	0.0%	N/A	0.077%
1/16/2024	Client First Capital LLC	207,598	$5.62M	4.1%	-7.5%	1.096%
1/12/2024	Mutual Advisors LLC	14,005	$379K	0.0%	+54.5%	0.074%
1/12/2024	Clearview Wealth Advisors LLC	73,137	$1.98M	2.3%	N/A	0.386%
1/12/2024	Park Edge Advisors LLC	185,019	$5.01M	1.7%	+2.2%	0.976%
1/10/2024	Sound Income Strategies LLC	75,112	$2.04M	0.2%	N/A	0.396%
1/9/2024	EWG Elevate Inc.	11,464	$311K	0.1%	N/A	0.060%
1/5/2024	Exchange Traded Concepts LLC	322,694	$8.74M	0.2%	N/A	1.703%
12/6/2023	VisionPoint Advisory Group LLC	2,792	$83K	0.0%	-41.6%	0.015%
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12/1/2023	Fortis Group Advisors LLC	850,844	$23.72M	7.4%	+231.1%	4.490%
11/21/2023	Comerica Bank	31,584	$939K	0.0%	N/A	0.167%
11/16/2023	Belpointe Asset Management LLC	18,087	$538K	0.1%	-9.4%	0.095%
11/16/2023	Delos Wealth Advisors LLC	53,671	$1.55M	1.9%	-1.2%	0.283%
11/16/2023	Morgan Stanley	3,294,534	$97.95M	0.0%	-26.1%	17.385%
11/15/2023	Integrated Wealth Concepts LLC	26,981	$802K	0.0%	+17.4%	0.142%
11/15/2023	Royal Bank of Canada	53,880	$1.60M	0.0%	-66.4%	0.284%
11/15/2023	Scotia Capital Inc.	26,926	$801K	0.0%	-2.9%	0.142%
11/15/2023	JPMorgan Chase & Co.	326,990	$9.72M	0.0%	+387.7%	1.726%
11/15/2023	Ameriprise Financial Inc.	289,202	$8.60M	0.0%	-43.8%	1.526%
11/14/2023	Qube Research & Technologies Ltd	111,981	$3.33M	0.0%	+127.6%	0.591%
11/14/2023	Mutual Advisors LLC	9,063	$269K	0.0%	-20.4%	0.048%
11/13/2023	LPL Financial LLC	509,259	$15.14M	0.0%	-20.3%	2.687%
11/13/2023	Dark Forest Capital Management LP	13,919	$414K	0.0%	-44.8%	0.073%
11/13/2023	Envestnet Asset Management Inc.	73,228	$2.18M	0.0%	-32.3%	0.386%
11/13/2023	Kestra Advisory Services LLC	7,023	$209K	0.0%	-84.4%	0.037%
11/9/2023	Price Capital Management Inc.	399,360	$11.87M	17.9%	N/A	2.107%
11/9/2023	UBS Group AG	77,823	$2.31M	0.0%	-45.5%	0.411%
11/8/2023	D.A. Davidson & CO.	14,175	$421K	0.0%	-17.5%	0.075%
11/8/2023	Avantax Advisory Services Inc.	7,076	$210K	0.0%	-4.8%	0.037%
11/7/2023	Advisors Preferred LLC	1,600	$48K	0.0%	N/A	0.008%
11/7/2023	Vista Finance LLC	295,750	$8.79M	12.8%	-28.7%	1.561%
11/6/2023	L.M. Kohn & Company	18,719	$557K	0.2%	N/A	0.099%
10/30/2023	Perigon Wealth Management LLC	36,021	$1.07M	0.0%	N/A	0.190%
10/30/2023	Cedar Wealth Management LLC	12,732	$379K	0.1%	-50.0%	0.067%
10/27/2023	TD Asset Management Inc	7,284	$217K	0.0%	-54.4%	0.038%
10/26/2023	WESPAC Advisors LLC	53,633	$1.60M	1.2%	+2.0%	0.283%
10/24/2023	Bank of New York Mellon Corp	24,681	$734K	0.0%	-6.7%	0.130%
10/24/2023	Compton Financial Group LLC	211,421	$6.29M	2.4%	+10.1%	1.116%
10/24/2023	Clear Creek Financial Management LLC	7,048	$210K	0.0%	N/A	0.037%
10/24/2023	Cambridge Investment Research Advisors Inc.	45,342	$1.35M	0.0%	-74.8%	0.239%
10/23/2023	Commonwealth Equity Services LLC	201,178	$5.98M	0.0%	-5.5%	1.062%
10/20/2023	Retirement Financial Solutions LLC	31,779	$945K	0.6%	+3.7%	0.168%
10/18/2023	U S Global Investors Inc.	3,000	$89K	0.0%	N/A	0.016%
10/18/2023	Private Trust Co. NA	9,616	$286K	0.0%	-30.8%	0.051%
10/17/2023	Avior Wealth Management LLC	1,000	$30K	0.0%	N/A	0.005%
10/17/2023	Financial Services Advisory Inc	49,144	$1.46M	0.7%	N/A	0.259%
10/16/2023	Lake Hills Wealth Management LLC	50,207	$1.49M	1.5%	N/A	0.265%
10/16/2023	McBroom & Associates LLC	40,041	$1.19M	0.9%	-4.3%	0.211%
10/13/2023	Global Retirement Partners LLC	7,004	$209K	0.0%	+5,785.7%	0.037%
10/12/2023	IFP Advisors Inc	542,350	$16.12M	0.7%	-20.1%	2.862%
10/11/2023	Park Edge Advisors LLC	181,100	$5.38M	1.9%	-0.5%	0.956%
10/11/2023	AE Wealth Management LLC	271,413	$8.07M	0.0%	+393.9%	1.432%
10/11/2023	CWM LLC	40,923	$1.22M	0.0%	-4.8%	0.216%
10/11/2023	Client First Capital LLC	224,440	$6.67M	4.8%	+2.3%	1.184%
10/10/2023	National Bank of Canada FI	937	$28K	0.0%	-44.5%	0.005%
10/10/2023	Householder Group Estate & Retirement Specialist LLC	3,322	$99K	0.0%	N/A	0.018%
9/5/2023	Delos Wealth Advisors LLC	54,333	$1.54M	2.0%	+3.3%	0.287%
8/24/2023	ProVise Management Group LLC	70,204	$1.99M	0.2%	-37.8%	0.370%
8/21/2023	VisionPoint Advisory Group LLC	4,783	$136K	0.1%	N/A	0.025%
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8/21/2023	Osaic Holdings Inc.	200,394	$5.68M	0.0%	-22.3%	1.057%
8/16/2023	Sunbelt Securities Inc.	6,715	$191K	0.0%	-10.9%	0.035%
8/15/2023	Wells Fargo & Company MN	722,565	$20.51M	0.0%	-60.2%	3.813%
8/15/2023	Integrated Wealth Concepts LLC	22,981	$652K	0.0%	-30.3%	0.121%
8/15/2023	Belpointe Asset Management LLC	19,965	$567K	0.1%	-66.8%	0.105%
8/15/2023	Royal Bank of Canada	160,175	$4.55M	0.0%	+39.1%	0.845%
8/14/2023	IFP Advisors Inc	678,967	$19.27M	0.8%	-1.7%	3.583%
8/14/2023	Two Sigma Securities LLC	14,061	$399K	0.0%	-67.2%	0.074%
8/14/2023	Parallax Volatility Advisers L.P.	54,950	$1.56M	0.0%	+186.2%	0.290%
8/11/2023	D.A. Davidson & CO.	17,175	$487K	0.0%	-17.7%	0.091%

(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, 229 institutional investors and hedge funds held shares of Invesco DB US Dollar Index Bullish Fund. The most heavily invested institutionals were Morgan Stanley ($97.95M), Bank of America Corp DE ($48.84M), HighTower Advisors LLC ($38.15M), 3EDGE Asset Management LP ($33.04M), Fortis Group Advisors LLC ($23.72M), Inspire Investing LLC ($21.28M), and Wells Fargo & Company MN ($20.51M).Learn more on UUP's institutional investors.
Which institutional investors have been buying Invesco DB US Dollar Index Bullish Fund stock?: Of the 213 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), Commonwealth Equity Services LLC ($1.20M), 3EDGE Asset Management LP ($1.11M), Citigroup Inc. ($1.08M), and Fortis Group Advisors LLC ($937.82K).
How much institutional buying is happening at Invesco DB US Dollar Index Bullish Fund?: Institutional investors have bought a total of 42,130,403 shares in the last 24 months. This purchase volume represents approximately $1.18B in transactions.

Which Invesco DB US Dollar Index Bullish Fund major shareholders have been selling company stock?: Of the 122 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: Morgan Stanley ($2.18M), Wells Fargo & Company MN ($1.32M), Bank of America Corp DE ($1.29M), Commonwealth Equity Services LLC ($1.10M), LPL Financial LLC ($988.60K), Cambridge Investment Research Advisors Inc. ($825.08K), and Osborne Partners Capital Management LLC ($671.75K).
How much institutional selling is happening at Invesco DB US Dollar Index Bullish Fund?: Institutional investors have sold a total of 17,810,495 shares in the last 24 months. This volume of shares sold represents approximately $503.27M in transactions.

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This page (NYSEARCA:UUP) was last updated on 4/19/2024 by MarketBeat.com Staff

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

UUP Institutional Buying and Selling by Quarter

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

UUP Institutional Ownership - Frequently Asked Questions

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

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

UUP Institutional Buying and Selling by Quarter

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

UUP Institutional Ownership - Frequently Asked Questions