Invesco DB US Dollar Index BUUPETF

13F holders, Q3 2024 (September 30)
72holders −20
9new positions
29sold out
1famous investor
$28.19avg. 13F price*

At the end of Q3 2024, 72 institutions reported holding Invesco DB US Dollar Index B (UUP) in their 13F filings, down 20 from Q2 2024. 9 opened new positions and 29 sold out. The largest holders were Morgan Stanley ($125.2M), New York Life Investment Management LLC ($62.8M) and Jane Street Group, LLC ($14.2M). 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions9$10.4M
Exits29$38.1M

All 13F filers, Q2 2024 → Q3 2024: 3,342,486 shares bought and 4,090,251 shares sold, net −747,765 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 72 holders

Morgan Stanley 0.01% Add +102.7% 4,444,475 $125.2M
New York Life Investment Management LLC 0.61% Add +36.6% 2,227,436 $62.8M
Jane Street Group, LLC 0.02% Reduce -58.1% 502,893 $14.2M
Exchange Traded Concepts, LLC 0.22% Reduce -13.4% 327,264 $9.2M
Ameriprise Financial Inc. 0.00% Reduce -13.6% 268,847 $7.6M
Bank of America Corp. 0.00% Reduce -36.5% 194,561 $5.5M
Qube Research & Technologies Ltd 0.01% Reduce -53.1% 133,238 $3.8M
Empowered Funds, LLC 0.06% New 128,712 $3.6M
IMC-Chicago, LLC 0.09% Add +40.1% 105,292 $3.0M
BNP Paribas Financial Markets 0.00% Reduce -83.9% 102,412 $2.9M
Goldman Sachs Group Inc. 0.00% Add +19.0% 93,216 $2.6M
LPL Financial LLC 0.00% Reduce -38.6% 89,589 $2.5M
GTS Securities LLC 0.05% New 80,587 $2.3M
Flow Traders U.S. LLC 0.11% Add +505.6% 74,410 $2.1M
Bulltick Wealth Management, LLC 0.49% New 70,026 $2.0M
Wells Fargo & Company 0.00% Reduce -35.1% 67,977 $1.9M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -50.6% 53,146 $1.5M
Park Edge Advisors, LLC 0.35% Add +3.6% 43,663 $1.2M
Retirement Financial Solutions, LLC 0.52% Add +1.4% 42,340 $1.2M
Bank of Montreal 0.00% New 42,200 $1.2M
Raffles Associates LP 1.16% New 40,000 $1.1M
Susquehanna International Group, LLP 0.00% Reduce -90.9% 38,114 $1.1M
Envestnet Asset Management Inc. 0.00% Reduce -66.8% 36,178 $1.0M
Allie Family Office LLC 0.44% No change 29,128 $821K
Osaic Holdings, Inc. 0.00% Reduce -8.2% 26,963 $760K
Centric Wealth Management 0.19% Add +0.4% 24,394 $721K
Davies Financial Advisors, Inc. 0.58% Reduce -77.2% 23,628 $666K
HRT Financial LP 0.00% Reduce -45.8% 22,285 $627K
Bank of New York Mellon Corp 0.00% Add +8.6% 22,007 $620K
Good Life Advisors, LLC 0.04% Add +64.9% 20,504 $578K
UBS Group AG 0.00% Reduce -87.7% 19,693 $555K
Advisory Services Network, LLC 0.01% No change 18,819 $548K
Blair William & Co. 0.00% Reduce -8.2% 16,834 $474K
Intrua Financial, LLC 0.07% Reduce -32.1% 16,336 $460K
Integrated Wealth Concepts LLC 0.01% No change 15,484 $436K
TAP Consulting, LLC 0.08% No change 14,227 $401K
Cetera Investment Advisers 0.00% Reduce -88.4% 13,207 $372K
Focus Financial Network, Inc. 0.01% Add +2.8% 12,593 $355K
Roman Butler Fullerton & Co. 0.09% No change 10,107 $292K
Atria Wealth Solutions, Inc. 0.00% No change 10,115 $285K
Avantax Advisory Services, Inc. 0.00% Add +0.5% 10,019 $282K
SMART Wealth LLC 0.09% Reduce -23.2% 8,524 $240K
Truist Financial Corp. 0.00% Reduce -22.5% 8,009 $226K
Kovack Advisors, Inc. 0.02% Reduce -10.7% 7,211 $203K
Simplex Trading, LLC 0.01% New 7,203 $202K
JPMorgan Chase & Co. 0.00% Reduce -94.1% 3,978 $112K
Delos Wealth Advisors, LLC 0.09% Reduce -9.1% 3,806 $107K
Citadel Advisors 0.00% Reduce -57.6% 3,462 $98K
Knights of Columbus Asset Advisors LLC 0.01% Add +26.0% 3,330 $94K
Private Trust Co. NA 0.01% Reduce -65.1% 3,243 $91K
4Thought Financial Group Inc. 0.05% Reduce -1.5% 3,121 $88K
National Bank of Canada 0.00% Add +2542.4% 3,118 $88K
Sound Income Strategies, LLC 0.01% Reduce -32.2% 2,887 $81K
Steward Partners Investment Advisory, LLC 0.00% New 2,160 $61K
Royal Bank of Canada 0.00% Reduce -99.1% 1,341 $38K
Salem Investment Counselors Inc. 0.00% No change 1,310 $37K
Provenance Wealth Advisors, LLC 0.00% Reduce -33.3% 1,129 $32K
CoreCap Advisors, LLC 0.00% Reduce -19.0% 1,101 $31K
Householder Group Estate & Retirement Specialist, LLC 0.01% Reduce -24.8% 887 $25K
Parallel Advisors, LLC 0.00% Reduce -39.3% 880 $25K
Cwm, LLC 0.00% Reduce -94.2% 522 $15K
GPS Wealth Strategies Group, LLC 0.00% No change 479 $13K
Harbour Investments, Inc. 0.00% No change 422 $12K
Farther Finance Advisors, LLC 0.00% No change 177 $5K
Global Retirement Partners, LLC 0.00% No change 127 $4K
Briaud Financial Planning Inc 0.00% No change 124 $3K
Tower Research Capital LLC (TRC) 0.00% Reduce -95.5% 99 $3K
Jones Financial Companies LLLP 0.00% New 69 $2K
Transamerica Financial Advisors, LLC 0.00% New 1 $1K
Oliver Lagore Vanvalin Investment Group 0.00% No change 13 $365
Barclays PLC 0.00% No change 2 $56
Cypress Capital Management LLC (WY) 0.00% Reduce -98.7% 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.