Mercer Global Advisors
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Mercer Global Advisors’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Mercer Global Advisors’s Portfolio UUP Stock Details UUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-17,763
Closed -$536K – 1995
2022
Q3 		$536K Sell
17,763
-300
-2% -$8.69K ﹤0.01% 1103
2022
Q2 		$505K Buy
+18,063
New +$495K ﹤0.01% 1139

Other funds holding UUP

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Mercer Global Advisors's UUP Position: Q4 2022 in Review

Mercer Global Advisors sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q4 2022, closing a stake of 17,763 shares — an estimated $536K sold.

Mercer Global Advisors first reported a position in UUP in Q2 2022 and held it in 2 quarters. The position peaked at $536K in Q3 2022. 179 funds tracked by Wall St. Rank hold UUP as of Q4 2022.

  • Mercer Global Advisors reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q4 2022 after selling out during the quarter.
  • Mercer Global Advisors sold 17,763 Invesco DB US Dollar Index Bullish Fund shares in Q4 2022, an estimated $536K.
  • Mercer Global Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q2 2022 and held it in 2 quarters.
  • Mercer Global Advisors's Invesco DB US Dollar Index Bullish Fund position peaked at $536K in Q3 2022.
  • 179 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q4 2022.

Based on Mercer Global Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.