Invesco DB US Dollar Index BUUPETF

13F holders, Q2 2024 (June 30)
92holders +7
24new positions
17sold out
1famous investor
$29.13avg. 13F price*

At the end of Q2 2024, 92 institutions reported holding Invesco DB US Dollar Index B (UUP) in their 13F filings, up 7 from Q1 2024. 24 opened new positions and 17 sold out. The largest holders were Morgan Stanley ($63.9M), New York Life Investment Management LLC ($47.5M) and Jane Street Group, LLC ($34.9M). 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 → Q2 2024

InstitutionsTotal Value
New Positions24$16.4M
Exits17$8.0M

All 13F filers, Q1 2024 → Q2 2024: 3,609,028 shares bought and 1,219,442 shares sold, net +2,389,586 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 92 holders

Morgan Stanley 0.00% Add +21.1% 2,193,210 $63.9M
New York Life Investment Management LLC 0.48% Add +135.7% 1,630,386 $47.5M
Jane Street Group, LLC 0.04% Add +38.9% 1,199,316 $34.9M
BNP Paribas Financial Markets 0.02% Add +55.2% 634,457 $18.5M
Susquehanna International Group, LLP 0.02% Reduce -39.6% 416,861 $12.1M
Exchange Traded Concepts, LLC 0.28% Reduce -12.2% 377,912 $11.0M
Commonwealth Equity Services, LLC 0.01% Add +54.9% 319,548 $9.3M
Ameriprise Financial Inc. 0.00% Add +8.6% 311,290 $9.1M
Bank of America Corp. 0.00% Add +479.4% 306,237 $8.9M
Qube Research & Technologies Ltd 0.02% Add +18.1% 284,246 $8.3M
Compton Financial Group, LLC 2.13% Add +7.8% 224,953 $6.6M
UBS Group AG 0.00% Add +113.8% 159,394 $4.6M
Royal Bank of Canada 0.00% Add +352.7% 155,316 $4.5M
LPL Financial LLC 0.00% Add +155.1% 145,888 $4.2M
Fortis Group Advisors, LLC 0.81% Add +515.9% 140,886 $4.1M
Cetera Investment Advisers 0.01% Add +66.7% 113,562 $3.3M
Envestnet Asset Management Inc. 0.00% Add +182.2% 108,853 $3.2M
Cambridge Investment Research Advisors, Inc. 0.01% Add +94.7% 107,571 $3.1M
Wells Fargo & Company 0.00% Reduce -28.4% 104,751 $3.1M
Davies Financial Advisors, Inc. 2.82% New 103,703 $3.0M
Goldman Sachs Group Inc. 0.00% Reduce -76.1% 78,353 $2.3M
IMC-Chicago, LLC 0.07% Add +110.2% 75,150 $2.2M
HighTower Advisors, LLC 0.00% New 68,276 $2.0M
JPMorgan Chase & Co. 0.00% Reduce -51.8% 67,108 $2.0M
Foundations Investment Advisors, LLC 0.05% Reduce -54.6% 65,758 $1.9M
Raymond James & Associates 0.00% New 64,614 $1.9M
Trek Financial, LLC 0.15% Add +647.3% 62,783 $1.8M
Kestra Advisory Services, LLC 0.01% New 48,516 $1.4M
MML Investors Services, LLC 0.01% Reduce -0.6% 45,922 $1.3M
Park Edge Advisors, LLC 0.38% Add +16.2% 42,161 $1.2M
Retirement Financial Solutions, LLC 0.57% Add +7.5% 41,762 $1.2M
HRT Financial LP 0.01% Add +19.1% 41,086 $1.2M
Quadrature Capital Ltd 0.02% New 40,729 $1.2M
Janney Montgomery Scott LLC 0.00% New 37,704 $1.1M
Milestone Asset Management, LLC 0.27% New 36,879 $1.1M
Osaic Holdings, Inc. 0.00% Add +53.2% 29,365 $855K
Allie Family Office LLC 0.51% Reduce -10.7% 29,128 $848K
Private Advisor Group, LLC 0.01% New 28,366 $826K
Perigon Wealth Management, LLC 0.02% New 26,874 $783K
Intrua Financial, LLC 0.11% No change 24,066 $701K
Centric Wealth Management 0.20% Reduce -11.2% 24,295 $700K
Bank of New York Mellon Corp 0.00% No change 20,257 $590K
Trademark Financial Management, LLC 0.45% Add +58.5% 19,058 $555K
Advisory Services Network, LLC 0.01% New 18,819 $548K
Blair William & Co. 0.00% No change 18,334 $534K
Mutual Advisors, LLC 0.01% New 17,107 $494K
Integrated Wealth Concepts LLC 0.01% No change 15,484 $451K
Ferguson Shapiro LLC 0.17% New 14,843 $432K
TAP Consulting, LLC 0.09% No change 14,227 $414K
Tucker Asset Management LLC 0.09% New 14,195 $414K
Good Life Advisors, LLC 0.03% Add +11.7% 12,435 $362K
Flow Traders U.S. LLC 0.02% Add +22.9% 12,286 $358K
Focus Financial Network, Inc. 0.01% Reduce -8.4% 12,248 $350K
SMART Wealth LLC 0.13% Reduce -21.8% 11,101 $323K
Two Sigma Securities, LLC 0.01% New 10,664 $311K
Truist Financial Corp. 0.00% Add +5.5% 10,333 $301K
Atria Wealth Solutions, Inc. 0.00% No change 10,115 $295K
Roman Butler Fullerton & Co. 0.09% New 10,107 $292K
Avantax Advisory Services, Inc. 0.00% Add +2.0% 9,965 $290K
Private Trust Co. NA 0.03% Add +1.7% 9,289 $271K
Cwm, LLC 0.00% Reduce -12.9% 8,971 $261K
Citadel Advisors 0.00% Reduce -94.4% 8,165 $238K
Kovack Advisors, Inc. 0.03% New 8,079 $235K
Captrust Financial Advisors 0.00% No change 7,248 $211K
Prostatis Group LLC 0.07% New 6,983 $203K
Sound Income Strategies, LLC 0.01% Reduce -76.2% 4,260 $124K
Delos Wealth Advisors, LLC 0.12% Reduce -54.4% 4,187 $122K
4Thought Financial Group Inc. 0.06% Reduce -0.1% 3,169 $92K
Comerica Bank 0.00% New 2,796 $81K
Knights of Columbus Asset Advisors LLC 0.01% Reduce -40.7% 2,643 $77K
Tower Research Capital LLC (TRC) 0.00% Add +885.0% 2,226 $65K
Provenance Wealth Advisors, LLC 0.01% No change 1,693 $49K
Parallel Advisors, LLC 0.00% No change 1,450 $42K
Sunbelt Securities, Inc. 0.00% No change 1,440 $42K
CoreCap Advisors, LLC 0.00% Add +2.0% 1,360 $40K
Salem Investment Counselors Inc. 0.00% No change 1,310 $38K
Householder Group Estate & Retirement Specialist, LLC 0.01% Reduce -2.4% 1,179 $34K
Capital Analysts, LLC 0.00% New 1,075 $31K
Atwood & Palmer Inc. 0.00% New 600 $17K
Bramshill Investments, LLC 0.00% New 525 $15K
GPS Wealth Strategies Group, LLC 0.00% New 479 $14K
Harbour Investments, Inc. 0.00% No change 422 $12K
Penserra Capital Management LLC 0.00% New 275 $8K
Farther Finance Advisors, LLC 0.00% Add +4.7% 177 $5K
Global Retirement Partners, LLC 0.00% No change 127 $4K
National Bank of Canada 0.00% No change 118 $3K
Briaud Financial Planning Inc 0.00% No change 124 $3K
IFP Advisors, Inc 0.00% No change 96 $3K
Cypress Capital Management LLC (WY) 0.00% No change 76 $2K
Concord Wealth Partners 0.00% New 50 $1K
Oliver Lagore Vanvalin Investment Group 0.00% Reduce -7.1% 13 $378
Barclays PLC 0.00% No change 2 $58

"% 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.