Invesco DB US Dollar Index BUUPETF
13F holders, Q1 2025 (March 31)76holders −9
18new positions
21sold out
1famous investor
$28.54avg. 13F price*
At the end of Q1 2025, 76 institutions reported holding Invesco DB US Dollar Index B (UUP) in their 13F filings, down 9 from Q4 2024. 18 opened new positions and 21 sold out. The largest holders were Morgan Stanley ($56.4M), New York Life Investment Management LLC ($43.7M) and Citadel Advisors ($7.9M). 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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $20.6M |
| Exits | 21 | $29.3M |
All 13F filers, Q4 2024 → Q1 2025: 1,484,054 shares bought and 3,687,064 shares sold, net −2,203,010 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 76 holders
| Morgan Stanley | 0.00% | Add +0.4% | 1,975,489 | $56.4M |
| New York Life Investment Management LLC | 0.45% | Reduce -30.9% | 1,532,772 | $43.7M |
| Citadel Advisors | 0.01% | Add +1253.7% | 277,731 | $7.9M |
| Exchange Traded Concepts, LLC | 0.13% | Reduce -11.3% | 260,868 | $7.4M |
| Intrua Financial, LLC | 1.12% | Reduce -13.7% | 249,747 | $7.1M |
| Ameriprise Financial Inc. | 0.00% | Add +5.2% | 246,552 | $7.0M |
| Qube Research & Technologies Ltd | 0.01% | Add +43.9% | 242,779 | $6.9M |
| Jane Street Group, LLC | 0.01% | Reduce -66.4% | 238,835 | $6.8M |
| BNP Paribas Financial Markets | 0.01% | Add +13.8% | 225,573 | $6.4M |
| LPL Financial LLC | 0.00% | Reduce -5.5% | 205,819 | $5.9M |
| Western Standard LLC | 3.11% | Add +2.1% | 185,453 | $5.3M |
| Bank of America Corp. | 0.00% | Reduce -15.0% | 170,746 | $4.9M |
| Foundations Investment Advisors, LLC | 0.06% | Reduce -80.9% | 123,054 | $3.5M |
| IMC-Chicago, LLC | 0.14% | New | 122,289 | $3.5M |
| UBS Group AG | 0.00% | Add +619.5% | 110,324 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +285.8% | 103,261 | $2.9M |
| MML Investors Services, LLC | 0.01% | Reduce -31.7% | 99,666 | $2.8M |
| Cetera Investment Advisers | 0.01% | Add +57.1% | 95,671 | $2.7M |
| Davies Financial Advisors, Inc. | 2.14% | New | 88,049 | $2.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.19% | New | 85,519 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +100.5% | 81,400 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -91.9% | 73,527 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | New | 73,444 | $2.1M |
| Pettinga Financial Advisors LLC | 0.48% | Add +163.9% | 72,175 | $2.1M |
| Royal Bank of Canada | 0.00% | Add +34.6% | 68,856 | $2.0M |
| Empowered Funds, LLC | 0.03% | New | 65,329 | $1.9M |
| Wells Fargo & Company | 0.00% | Reduce -9.7% | 64,971 | $1.9M |
| Park Edge Advisors, LLC | 0.46% | New | 57,815 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +115.8% | 56,489 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | New | 52,057 | $1.5M |
| Retirement Financial Solutions, LLC | 0.47% | Add +27.8% | 42,099 | $1.2M |
| Squarepoint Ops LLC | 0.00% | Add +19.8% | 41,198 | $1.2M |
| Milestone Asset Management, LLC | 0.24% | New | 39,970 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 36,095 | $1.0M |
| Allie Family Office LLC | 0.46% | No change | 29,128 | $831K |
| Simplex Trading, LLC | 0.02% | New | 22,649 | $646K |
| Advisory Services Network, LLC | 0.01% | New | 17,112 | $488K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.49% | New | 16,189 | $462K |
| Goldman Sachs Group Inc. | 0.00% | Add +85.0% | 15,782 | $450K |
| GeoWealth Management, LLC | 0.02% | Add +448.8% | 15,598 | $445K |
| Raymond James Financial Inc. | 0.00% | New | 15,025 | $429K |
| Group One Trading LLC | 0.02% | Reduce -21.6% | 14,507 | $414K |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.8% | 14,452 | $412K |
| Blair William & Co. | 0.00% | Reduce -0.3% | 14,290 | $408K |
| Summit Financial, LLC | 0.01% | New | 14,227 | $406K |
| Csenge Advisory Group | 0.02% | New | 13,583 | $371K |
| Focus Financial Network, Inc. | 0.01% | Reduce -1.6% | 12,392 | $354K |
| Avantax Advisory Services, Inc. | 0.00% | Add +18.9% | 11,984 | $342K |
| Drive Wealth Management, LLC | 0.07% | Add +22.9% | 10,963 | $313K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 10,774 | $307K |
| Kovack Advisors, Inc. | 0.02% | No change | 7,054 | $201K |
| 4Thought Financial Group Inc. | 0.06% | Add +3.8% | 3,389 | $97K |
| Knights of Columbus Asset Advisors LLC | 0.01% | No change | 3,330 | $95K |
| Private Trust Co. NA | 0.01% | Reduce -53.8% | 3,243 | $93K |
| Sound Income Strategies, LLC | 0.00% | Reduce -10.1% | 2,209 | $63K |
| National Bank of Canada | 0.00% | Add +1436.4% | 1,813 | $52K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,577 | $45K |
| Luminist Capital LLC | 0.05% | Add +36.8% | 1,464 | $42K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 1,129 | $32K |
| Quest 10 Wealth Builders, Inc. | 0.03% | No change | 1,007 | $29K |
| CoreCap Advisors, LLC | 0.00% | New | 856 | $24K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -38.9% | 800 | $23K |
| Cwm, LLC | 0.00% | No change | 545 | $16K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 500 | $14K |
| Harbour Investments, Inc. | 0.00% | No change | 422 | $12K |
| Golden State Wealth Management, LLC | 0.00% | No change | 300 | $9K |
| Consultiva Wealth Management, Corp. | 0.03% | New | 266 | $8K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.6% | 176 | $5K |
| IMG Wealth Management, Inc. | 0.00% | No change | 159 | $5K |
| MAI Capital Management | 0.00% | No change | 120 | $3K |
| Briaud Financial Planning Inc | 0.00% | No change | 124 | $3K |
| Headlands Technologies LLC | 0.00% | New | 100 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $1K |
| Brooklyn Investment Group | 0.00% | No change | 26 | $743 |
| 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.