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Get Institutions for : 
Invesco Db Us Dollar Index Bullish Fund (UUP)  
$28.74 0.04 (0.14%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 93    2
Total shares held : 
10,871,082  
% of shares held : 
12.08%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -18  
Amount of shares held : 
-1,044,119  
% of shares held change : 
  -1.16%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$29.96  
Last Quarter's Ending Price : 
$27.09  
Last Quarter's Average Price
$29.25  
Change from last quarter's     
avg. price to the last closing  : 
0.51 (1.74%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
23
 682,289
 6.28%
 
Increased Positions :
22
 2,533,348
 23.3%
 
Unchanged Positions :
10
 60,446
 0.56%
 
Decreased Positions :
38
-2,802,754
-25.78%
 
Closed Positions :
25
-1,457,002
-13.4%
 
Guru Positions :
1
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Intrua Financial LLC 12 *New 2023-03-31 263,131 $7,394,000 263,131
   PFG FINANCIAL ADVISORS 56 *New 2024-03-31 95,769 $2,717,000 95,769
   CITADEL ADVISORS LLC 2618 *New 2023-12-31 52,097 $1,411,000 52,097
   AXS Investments LLC 217 *New 2023-12-31 19,740 $535,000 19,740
   Foundations Investment Advisors LLC 495 *New 2023-12-31 13,217 $366,000 13,217
   ADVISORY SERVICES NETWORK, LLC 1016 *New 2023-12-31 13,502 $366,000 13,502
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1233 *New 2023-12-31 10,293 $279,000 10,293
   Benchmark Investment Advisors LLC 264 *New 2023-12-31 9,913 $269,000 9,913
   GTS SECURITIES LLC 1254 *New 2023-12-31 7,891 $214,000 7,891
   Goss Wealth Management LLC 2453 *New 2023-12-31 950 $26,000 950
   Coppell Advisory Solutions LLC 757 *New 2023-12-31 711 $19,000 711
   HARBOUR INVESTMENTS INC. 1930 *New 2023-12-31 634 $17,000 634
   BAYSTATE WEALTH MANAGEMENT LLC 638 *New 2023-12-31 532 $14,000 532
   GeoWealth Management LLC 661 *New 2023-12-31 173 $4,000 173

  14 Records found
  1    
  Page 1 of 1
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