Invesco DB US Dollar Index BUUPETF
13F holders, Q4 2024 (December 31)85holders +13
25new positions
19sold out
1famous investor
$29.42avg. 13F price*
At the end of Q4 2024, 85 institutions reported holding Invesco DB US Dollar Index B (UUP) in their 13F filings, up 13 from Q3 2024. 25 opened new positions and 19 sold out. The largest holders were New York Life Investment Management LLC ($65.3M), Morgan Stanley ($57.9M) and JPMorgan Chase & Co. ($26.7M). 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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $47.2M |
| Exits | 19 | $21.0M |
All 13F filers, Q3 2024 → Q4 2024: 3,375,479 shares bought and 3,441,223 shares sold, net −65,744 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 85 holders
| New York Life Investment Management LLC | 0.64% | Reduce -0.4% | 2,219,024 | $65.3M |
| Morgan Stanley | 0.00% | Reduce -55.7% | 1,968,465 | $57.9M |
| JPMorgan Chase & Co. | 0.00% | Add +22676.1% | 906,035 | $26.7M |
| Jane Street Group, LLC | 0.03% | Add +41.5% | 711,624 | $20.9M |
| Foundations Investment Advisors, LLC | 0.37% | New | 643,993 | $18.9M |
| Potomac Fund Management Inc. | 0.92% | — | 534,082 | $15.7M |
| Exchange Traded Concepts, LLC | 0.18% | Reduce -10.1% | 294,148 | $8.7M |
| Intrua Financial, LLC | 1.38% | Add +1670.5% | 289,228 | $8.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.8% | 234,466 | $6.9M |
| LPL Financial LLC | 0.00% | Add +143.2% | 217,868 | $6.4M |
| Bank of America Corp. | 0.00% | Add +3.2% | 200,798 | $5.9M |
| BNP Paribas Financial Markets | 0.00% | Add +93.6% | 198,268 | $5.8M |
| Western Standard LLC | 3.56% | New | 181,653 | $5.3M |
| Executive Wealth Management, LLC | 0.40% | New | 173,608 | $5.1M |
| Qube Research & Technologies Ltd | 0.01% | Add +26.7% | 168,756 | $5.0M |
| MML Investors Services, LLC | 0.01% | New | 145,937 | $4.3M |
| NewEdge Advisors, LLC | 0.02% | New | 119,200 | $3.5M |
| Wells Fargo & Company | 0.00% | Add +5.8% | 71,948 | $2.1M |
| Trek Financial, LLC | 0.14% | New | 65,022 | $1.9M |
| Avos Capital Management, LLC | 1.51% | — | 63,594 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +361.1% | 60,902 | $1.8M |
| Wolverine Trading, LLC | 0.04% | New | 57,100 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +3715.4% | 51,164 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -23.6% | 40,593 | $1.2M |
| Squarepoint Ops LLC | 0.00% | New | 34,398 | $1.0M |
| Rwa Wealth Partners, LLC | 0.01% | New | 34,005 | $1.0M |
| Retirement Financial Solutions, LLC | 0.52% | Reduce -22.2% | 32,933 | $969K |
| Allie Family Office LLC | 0.48% | No change | 29,128 | $857K |
| Pettinga Financial Advisors LLC | 0.18% | New | 27,350 | $805K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -26.0% | 26,763 | $787K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.9% | 26,173 | $770K |
| Capasso Planning Partners LLC | 0.28% | New | 23,390 | $688K |
| Mutual Advisors, LLC | 0.02% | New | 21,430 | $635K |
| Centric Wealth Management | 0.17% | Reduce -12.3% | 21,381 | $629K |
| Citadel Advisors | 0.00% | Add +492.6% | 20,516 | $604K |
| Group One Trading LLC | 0.02% | New | 18,505 | $544K |
| Bank of New York Mellon Corp | 0.00% | Reduce -29.6% | 15,503 | $456K |
| UBS Group AG | 0.00% | Reduce -22.1% | 15,334 | $451K |
| Blair William & Co. | 0.00% | Reduce -14.8% | 14,340 | $422K |
| TAP Consulting, LLC | 0.09% | No change | 14,227 | $419K |
| Focus Financial Network, Inc. | 0.01% | No change | 12,593 | $370K |
| Narus Financial Partners, LLC | 0.12% | New | 12,333 | $363K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -30.4% | 10,774 | $317K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.6% | 10,080 | $297K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 9,375 | $276K |
| Drive Wealth Management, LLC | 0.06% | New | 8,921 | $262K |
| Octavia Wealth Advisors, LLC | 0.03% | New | 8,536 | $251K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -90.8% | 8,532 | $251K |
| Kingsview Wealth Management, LLC | 0.00% | New | 8,194 | $241K |
| Truist Financial Corp. | 0.00% | Reduce -8.5% | 7,330 | $216K |
| Kovack Advisors, Inc. | 0.02% | Reduce -2.2% | 7,054 | $208K |
| Private Trust Co. NA | 0.02% | Add +116.6% | 7,025 | $207K |
| Comerica Bank | 0.00% | New | 6,534 | $192K |
| Delos Wealth Advisors, LLC | 0.09% | Reduce -2.7% | 3,702 | $109K |
| Knights of Columbus Asset Advisors LLC | 0.01% | No change | 3,330 | $98K |
| 4Thought Financial Group Inc. | 0.06% | Add +4.7% | 3,266 | $96K |
| GeoWealth Management, LLC | 0.00% | New | 2,842 | $84K |
| Sound Income Strategies, LLC | 0.00% | Reduce -14.9% | 2,456 | $72K |
| Chapman Financial Group, LLC | 0.04% | — | 1,778 | $52K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -27.0% | 1,577 | $46K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,310 | $39K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 1,129 | $33K |
| Luminist Capital LLC | 0.06% | — | 1,070 | $31K |
| Quest 10 Wealth Builders, Inc. | 0.03% | — | 1,007 | $30K |
| Cwm, LLC | 0.00% | Add +4.4% | 545 | $16K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +4.4% | 500 | $15K |
| New Wave Wealth Advisors LLC | 0.01% | New | 494 | $15K |
| Parallel Advisors, LLC | 0.00% | Reduce -47.4% | 463 | $14K |
| Harbour Investments, Inc. | 0.00% | No change | 422 | $12K |
| Avior Wealth Management, LLC | 0.00% | New | 328 | $10K |
| Golden State Wealth Management, LLC | 0.00% | — | 300 | $9K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -72.6% | 243 | $7K |
| Farther Finance Advisors, LLC | 0.00% | No change | 177 | $5K |
| IMG Wealth Management, Inc. | 0.00% | — | 159 | $5K |
| Global Retirement Partners, LLC | 0.00% | Add +4.7% | 133 | $4K |
| MAI Capital Management | 0.00% | New | 120 | $4K |
| National Bank of Canada | 0.00% | Reduce -96.2% | 118 | $3K |
| Briaud Financial Planning Inc | 0.00% | No change | 124 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 99 | $3K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 34 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $1K |
| Brooklyn Investment Group | 0.00% | New | 26 | $765 |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -7.7% | 12 | $352 |
| Barclays PLC | 0.00% | No change | 2 | $58 |
| Cypress Capital Management LLC (WY) | 0.00% | No change | 1 | $29 |
"% 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.