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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
Q2 		$18M Buy
633,892
+573,884
+956% +$15.9M 0.13% 139
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

PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

New York Life Investment Management's UUP Position: Q2 2026 in Review

New York Life Investment Management increased its Invesco DB US Dollar Index Bullish Fund (UUP) stake by 956% in Q2 2026, buying an estimated $15.9M and bringing the position to 633,892 shares worth $18M. The position accounts for 0.13% of the portfolio, ranked #139.

New York Life Investment Management first reported a position in UUP in Q4 2014 and has held it in 16 quarters since. The position peaked at $65.3M in Q4 2024. 76 funds tracked by Wall St. Rank hold UUP as of Q2 2026.

  • New York Life Investment Management held 633,892 shares of Invesco DB US Dollar Index Bullish Fund worth $18M as of Q2 2026.
  • New York Life Investment Management bought 573,884 Invesco DB US Dollar Index Bullish Fund shares in Q2 2026, an estimated $15.9M.
  • Invesco DB US Dollar Index Bullish Fund made up 0.13% of New York Life Investment Management's portfolio in Q2 2026, its #139 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 16 quarters since.
  • New York Life Investment Management's Invesco DB US Dollar Index Bullish Fund position peaked at $65.3M in Q4 2024.
  • 76 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.