Invesco DB US Dollar Index BUUPETF

13F holders, Q1 2024 (March 31)
85holders
1famous investor
$28.37avg. 13F price*

At the end of Q1 2024, 85 institutions reported holding Invesco DB US Dollar Index B (UUP) in their 13F filings. The largest holders were Morgan Stanley ($51.4M), Jane Street Group, LLC ($24.5M) and New York Life Investment Management LLC ($19.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Invesco DB US Dollar Index B
CUSIP
46141D203
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 85Q1 2024Q2 2024: 92Q2 2024Q3 2024: 72Q3 2024Q4 2024: 85Q4 2024Q1 2025: 76Q1 2025Q2 2025: 79Q2 2025Q3 2025: 65Q3 2025Q4 2025: 77Q4 2025Q1 2026: 89Q1 2026Q2 2026: 76Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions14$9.3M
Exits22$23.1M

Ownership 85 holders

Morgan Stanley 0.00% Reduce -59.0% 1,811,075 $51.4M
Jane Street Group, LLC 0.03% Reduce -40.9% 863,470 $24.5M
New York Life Investment Management LLC 0.20% Add +6619.4% 691,624 $19.6M
Susquehanna International Group, LLP 0.03% Add +158.4% 690,148 $19.6M
Exchange Traded Concepts, LLC 0.32% Add +33.4% 430,508 $12.2M
BNP Paribas Financial Markets 0.01% Add +64998.6% 408,819 $11.6M
Goldman Sachs Group Inc. 0.00% Add +0.0% 328,285 $9.3M
Ameriprise Financial Inc. 0.00% Reduce -14.9% 286,723 $8.1M
Qube Research & Technologies Ltd 0.01% Add +508.0% 240,777 $6.8M
Compton Financial Group, LLC 1.99% Add +1.7% 208,713 $5.9M
Commonwealth Equity Services, LLC 0.01% Reduce -37.6% 206,326 $5.9M
Wells Fargo & Company 0.00% Reduce -17.1% 146,238 $4.1M
Citadel Advisors 0.00% Add +178.9% 145,285 $4.1M
Foundations Investment Advisors, LLC 0.11% Add +996.4% 144,917 $4.1M
JPMorgan Chase & Co. 0.00% Add +96.4% 139,302 $4.0M
Vicus Capital 0.25% New 95,769 $2.7M
Bank of Montreal 0.00% New 74,835 $2.1M
UBS Group AG 0.00% Add +29.1% 74,539 $2.1M
Cetera Investment Advisers 0.00% New 68,106 $1.9M
LPL Financial LLC 0.00% Reduce -74.5% 57,191 $1.6M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -76.0% 55,261 $1.6M
Bank of America Corp. 0.00% Reduce -80.7% 52,853 $1.5M
MML Investors Services, LLC 0.01% Reduce -37.6% 46,208 $1.3M
Retirement Financial Solutions, LLC 0.57% Reduce -10.8% 38,861 $1.1M
Envestnet Asset Management Inc. 0.00% Reduce -44.2% 38,568 $1.1M
Park Edge Advisors, LLC 0.29% Reduce -80.4% 36,293 $1.0M
IMC-Chicago, LLC 0.04% Reduce -62.2% 35,761 $1.0M
HRT Financial LP 0.01% Reduce -7.9% 34,491 $978K
Royal Bank of Canada 0.00% Reduce -74.3% 34,310 $974K
Allie Family Office LLC 0.54% New 32,608 $925K
Centric Wealth Management 0.25% Add +103.7% 27,356 $793K
Life Line Wealth Management LLC 0.26% Add +21.6% 24,434 $693K
Intrua Financial, LLC 0.11% Reduce -33.8% 24,066 $683K
Fortis Group Advisors, LLC 0.12% Reduce -97.3% 22,874 $649K
Bank of New York Mellon Corp 0.00% Reduce -8.2% 20,257 $575K
Osaic Holdings, Inc. 0.00% Reduce -74.3% 19,173 $544K
Blair William & Co. 0.00% No change 18,334 $520K
Sound Income Strategies, LLC 0.04% Reduce -76.2% 17,915 $508K
Belpointe Asset Management LLC 0.03% Reduce -25.3% 16,085 $456K
Integrated Wealth Concepts LLC 0.01% Reduce -30.5% 15,484 $439K
U S Global Investors Inc. 0.03% New 14,900 $423K
TAP Consulting, LLC 0.09% No change 14,227 $404K
SMART Wealth LLC 0.18% Reduce -61.8% 14,191 $403K
Focus Financial Network, Inc. 0.02% — 13,377 $387K
Trademark Financial Management, LLC 0.28% Reduce -35.1% 12,026 $341K
Cabana LLC 1.38% Add +0.4% 11,456 $325K
Good Life Advisors, LLC 0.03% Add +25.3% 11,131 $316K
D.A. Davidson & Co. 0.00% Reduce -7.1% 11,075 $314K
Diametric Capital, LP 0.16% Reduce -7.2% 10,396 $295K
Cwm, LLC 0.00% Reduce -63.5% 10,298 $292K
Wolverine Trading, LLC 0.00% Reduce -64.3% 10,263 $291K
Atria Wealth Solutions, Inc. 0.00% New 10,115 $287K
Flow Traders U.S. LLC 0.02% New 9,993 $284K
Truist Financial Corp. 0.00% Reduce -11.9% 9,795 $278K
Avantax Advisory Services, Inc. 0.00% New 9,767 $277K
Delos Wealth Advisors, LLC 0.29% Reduce -82.3% 9,172 $260K
Private Trust Co. NA 0.03% Reduce -1.9% 9,130 $259K
Trek Financial, LLC 0.02% Reduce -15.3% 8,401 $238K
Dark Forest Capital Management LP 0.04% Reduce -66.9% 7,851 $223K
Captrust Financial Advisors 0.00% New 7,248 $206K
Knights of Columbus Asset Advisors LLC 0.01% Reduce -9.5% 4,456 $126K
4Thought Financial Group Inc. 0.06% Reduce -0.1% 3,171 $90K
Headlands Technologies LLC 0.01% New 1,975 $56K
Provenance Wealth Advisors, LLC 0.01% No change 1,693 $48K
Parallel Advisors, LLC 0.00% Reduce -22.5% 1,450 $41K
Sunbelt Securities, Inc. 0.00% No change 1,440 $41K
CoreCap Advisors, LLC 0.00% New 1,333 $38K
Salem Investment Counselors Inc. 0.00% No change 1,310 $37K
Householder Group Estate & Retirement Specialist, LLC 0.01% Reduce -59.8% 1,208 $34K
NewEdge Advisors, LLC 0.00% No change 950 $27K
GeoWealth Management, LLC 0.00% Add +231.8% 574 $16K
Harbour Investments, Inc. 0.00% Reduce -33.4% 422 $12K
Tower Research Capital LLC (TRC) 0.00% Reduce -47.0% 226 $6K
Farther Finance Advisors, LLC 0.00% Add +138.0% 169 $5K
Briaud Financial Planning Inc 0.00% New 124 $4K
Global Retirement Partners, LLC 0.00% Reduce -98.4% 127 $4K
National Bank of Canada 0.00% No change 118 $3K
Anchor Investment Management, LLC 0.00% No change 100 $3K
IFP Advisors, Inc 0.00% No change 96 $3K
Cypress Capital Management LLC (WY) 0.00% No change 76 $2K
Larson Financial Group LLC 0.00% No change 75 $2K
Hantz Financial Services, Inc. 0.00% New 70 $2K
Oliver Lagore Vanvalin Investment Group 0.00% No change 14 $392
Barclays PLC 0.00% No change 2 $56
FMR LLC 0.00% New 1 $28

"% of holder's portfolio" is UUP's weight in each manager's 13F, not the share of Invesco DB US Dollar Index B the manager owns.