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Invesco DB US Dollar Index Bullish Fund
UUP

Overview Fund Activity

96 hedge funds and large institutions have $440M invested in Invesco DB US Dollar Index Bullish Fund in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 17 increasing their positions, 40 reducing their positions, and 26 closing their positions.

Holders
96
Holders Change
+3
Holders Change %
+3.23%
% of All Funds
1.41%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
29
Increased
17
Reduced
40
Closed
26
Calls
$67.1M
Puts
$53.4M
Net Calls
+$13.7M
Net Calls Change
-$32.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$239M
2
Goldman Sachs
2
Goldman Sachs
New York
$8.89M
3
ETC
3
Exchange Traded Concepts
Oklahoma
$8.74M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$6.23M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$7.23M

Top Sellers

1
IA
1
IFP Advisors
Florida
$2.6K
2
TF
2
Trek Financial
Arizona
$269K
3
PCM
3
Price Capital Management
Louisiana
$0
4
VF
4
Vista Finance
Missouri
$0
5
CA
5
Cetera Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WA
101
WESPAC Advisors
California
– – -53,633 Closed
LHWM
102
Lake Hills Wealth Management
Texas
– – -50,207 Closed
FSA
103
Financial Services Advisory
Maryland
– – -49,144 Closed
CW
104
Connectus Wealth
Ohio
– – -42,979 Closed
MA
105
McBroom & Associates
Nevada
– – -40,041 Closed
PWM
106
Perigon Wealth Management
California
– – -36,021 Closed
TSS
107
Two Sigma Securities
New York
– – -31,799 Closed
SC
108
Scotia Capital
Ontario, Canada
– – -26,926 Closed
LMKC
109
L.M. Kohn & Company
Ohio
– – -18,719 Closed
BCM
110
Brookstone Capital Management
Illinois
– – -18,508 Closed
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
– – -9,573 Closed
TD Asset Management
112
TD Asset Management
Ontario, Canada
– – -7,284 Closed
AAS
113
Avantax Advisory Services
Texas
– – -7,076 Closed
CCFM
114
Clear Creek Financial Management
Washington
– – -7,048 Closed
KAS
115
Kestra Advisory Services
Texas
– – -7,023 Closed
Loomis, Sayles & Company
116
Loomis, Sayles & Company
Massachusetts
– – -3,809 Closed
USGIU
117
U.S. Global Investors (USGI)
Texas
– – -3,000 Closed
AP
118
Advisors Preferred
Maryland
– – -1,600 Closed
AWM
119
Avior Wealth Management
Nebraska
– – -1,000 Closed
BFP
120
Briaud Financial Planning
Texas
– – -124 Closed
CP
121
Castleview Partners
Texas
– – -77 Closed
Barclays
122
Barclays
United Kingdom
$0 2 -1 -33%
CFGS
123
Concourse Financial Group Securities
Alabama
– – – –
HT
124
HAP Trading
New York
– – – –
RCMF
125
RK Capital Management (Florida)
Florida
– – – –
2 3 4
5
6