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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
   BANK OF AMERICA CORP /DE/ 2619 - 2023-12-31 274,415 $7,434,000 -253,572
   LPL FINANCIAL CORP 1557 - 2023-12-31 224,449 $6,080,000 -284,810
   COMMONWEALTH EQUITY SERVICES LLC. 1069 - 2024-03-31 206,326 $5,853,000 -124,091
   WELLS FARGO & CO/MN 1949 - 2023-12-31 176,443 $4,780,000 -144,566
   AE Wealth Management LLC 853 - 2023-12-31 81,683 $2,269,000 -189,730
   Advisor Group Holdings Inc. 1851 - 2023-12-31 74,497 $2,018,000 -30,295
   J P MORGAN CHASE & CO 2982 - 2023-12-31 70,923 $1,921,000 -256,067
   ENVESTNET ASSET MANAGEMENT INC 2508 - 2023-12-31 69,108 $1,872,000 -4,120
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1412 - 2024-03-31 55,261 $1,568,000 -174,681
   UBS Group AG 3043 - 2023-12-31 57,723 $1,564,000 -20,100
   Empowered Funds LLC 631 - 2023-12-31 53,474 $1,449,000 -212,672
   Delos Wealth Advisors LLC 17 - 2023-12-31 51,849 $1,405,000 -1,822
   HIGHTOWER ADVISORS, LLC 1733 - 2023-12-31 42,295 $1,140,000 -12,729
   Qube Research & Technologies Ltd 1603 - 2023-12-31 39,604 $1,073,000 -72,377
   Park Edge Advisors LLC 52 - 2024-03-31 36,293 $1,030,000 -148,726
   IMCCHICAGO, LLC 218 - 2024-03-31 35,761 $1,015,000 -58,785
   FINANCIAL NETWORK 1498 - 2023-12-31 30,450 $825,000 -13,417
   Fortis Group Advisors LLC 115 - 2024-03-31 22,874 $649,000 -827,970
   Integrated Wealth Concepts LLC 908 - 2023-12-31 22,275 $603,000 -4,706
   BANK OF NEW YORK MELLON CORP 3389 - 2024-03-31 20,257 $575,000 -1,801
   Sound Income Strategies LLC 154 - 2024-03-31 17,915 $508,000 -57,197
   BLAIR WILLIAM & CO/IL 1069 - 2023-12-31 18,334 $497,000 -892
   DAVIDSON D A & CO 1096 - 2023-12-31 11,925 $323,000 -2,250
   Diametric Capital LP 158 - 2023-12-31 11,205 $304,000 -2,670
   Alphadyne Asset Management LLC 6 - 2023-12-31 11,197 $303,000 -33,885
   BB&T CORP 2257 - 2023-12-31 11,116 $301,000 -6,542
   CWM LLC 1327 - 2024-03-31 10,298 $292,000 -17,946
   BCJ Capital Management LLC 255 - 2023-12-31 9,913 $269,000 -439,405
   PRIVATE TRUST CO NA 557 - 2024-03-31 9,130 $259,000 -180
   Knights of Columbus Asset Advisors LLC 334 - 2023-12-31 4,922 $133,000 -807
   4Thought Financial Group Inc. 49 - 2024-03-31 3,171 $90,000 -2
   Parallel Advisors LLC 1418 - 2023-12-31 1,870 $51,000 -2,250
   COMERICA BANK 2782 - 2023-12-31 1,418 $38,000 -30,166
   Householder Group Estate & Retirement Specialist L 552 - 2024-03-31 1,208 $34,000 -1,799
   TOWER RESEARCH CAPITAL LLC 4077 - 2023-12-31 426 $12,000 -300
   Global Retirement Partners LLC 2474 - 2024-03-31 127 $4,000 -7,877
   IFP Advisors Inc 2508 - 2023-12-31 96 $3,000 -542,254
   NATIONAL BANK OF CANADA /FI/ 2230 - 2023-12-31 118 $3,000 -819
   BARCLAYS PLC 4060 - 2023-12-31 2 $0 -1
   VisionPoint Advisory Group LLC 771 - 2023-12-31 12 $0 -2,780
   PNC FINANCIAL SERVICES GROUP INC 4748 - 2023-12-31 1 $0 -201

  41 Records found
  1    
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