New York Life Investment Management’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

New York Life Investment Management’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
2026 Q1	$1.67M	Buy	+60,008	New	+$1.64M	0.01%	573
2025 Q2	–	Sell	-1,532,772	Closed	-$43.7M	–	838
2025 Q1	$43.7M	Sell	1,532,772 -686,252	-31%	-$20M	0.45%	40
2024 Q4	$65.3M	Sell	2,219,024 -8,412	-0.4%	-$249K	0.64%	23
2024 Q3	$62.8M	Buy	2,227,436 +597,050	+37%	+$17M	0.61%	26
2024 Q2	$47.5M	Buy	1,630,386 +938,762	+136%	+$27M	0.48%	35
2024 Q1	$19.6M	Buy	691,624 +681,331	+6,619%	+$19M	0.2%	97
2023 Q4	$279K	Buy	+10,293	New	+$301K	﹤0.01%	1243
2023 Q2	–	Sell	-855,085	Closed	-$23.8M	–	1352
2023 Q1	$23.8M	Sell	855,085 -7,552	-0.9%	-$211K	0.27%	75
2022 Q4	$24M	Sell	862,637 -27,995	-3%	-$816K	0.27%	73
2022 Q3	$26.9M	Sell	890,632 -158,267	-15%	-$4.59M	0.32%	58
2022 Q2	$29.3M	Buy	+1,048,899	New	+$28.8M	0.34%	53
2015 Q4	–	Sell	-371,015	Closed	-$9.31M	–	200
2015 Q3	$9.31M	Hold	371,015	–	–	0.87%	35
2015 Q2	$9.29M	Hold	371,015	–	–	1.05%	26
2015 Q1	$9.61M	Sell	371,015 -28,349	-7%	-$714K	1.08%	26
2014 Q4	$9.57M	Buy	+399,364	New	+$9.28M	1.15%	27

Other funds holding UUP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PFM

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

New York Life Investment Management's UUP Position: Q1 2026 in Review

New York Life Investment Management opened a new position in Invesco DB US Dollar Index Bullish Fund (UUP) in Q1 2026: 60,008 shares worth $1.67M. The stake represents 0.01% of the portfolio and ranks #573 among its holdings. This is a return to the name: New York Life Investment Management previously reported a position in UUP as recently as Q1 2025.

New York Life Investment Management first reported a position in UUP in Q4 2014 and has held it in 15 quarters since. The position peaked at $65.3M in Q4 2024. 89 funds tracked by Wall St. Rank hold UUP as of Q1 2026.

New York Life Investment Management held 60,008 shares of Invesco DB US Dollar Index Bullish Fund worth $1.67M as of Q1 2026.
Invesco DB US Dollar Index Bullish Fund was a new New York Life Investment Management position in Q1 2026.
Invesco DB US Dollar Index Bullish Fund made up 0.01% of New York Life Investment Management's portfolio in Q1 2026, its #573 holding.
New York Life Investment Management first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2014 and has held it in 15 quarters since.
New York Life Investment Management's Invesco DB US Dollar Index Bullish Fund position peaked at $65.3M in Q4 2024.
89 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.