INVESCO DB US DLR INDEX TR's ticker is UUP and the CUSIP is 46141D203. A total of 139 filers reported holding INVESCO DB US DLR INDEX TR in Q1 2023. The put-call ratio across all filers is 1.04 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,998 | +4.8% | 202 | 0.0% | 0.00% | – |
| Q2 2023 | $5,726 | -69.8% | 202 | -70.3% | 0.00% | – |
| Q1 2023 | $18,952 | -43.9% | 680 | -44.0% | 0.00% | – |
| Q4 2022 | $33,774 | +125.2% | 1,214 | +142.8% | 0.00% | – |
| Q3 2022 | $15,000 | +650.0% | 500 | +400.0% | 0.00% | – |
| Q4 2020 | $2,000 | -33.3% | 100 | 0.0% | 0.00% | – |
| Q3 2020 | $3,000 | -40.0% | 100 | -47.4% | 0.00% | – |
| Q1 2020 | $5,000 | 0.0% | 190 | 0.0% | 0.00% | – |
| Q4 2019 | $5,000 | 0.0% | 190 | 0.0% | 0.00% | – |
| Q3 2019 | $5,000 | 0.0% | 190 | 0.0% | 0.00% | – |
| Q2 2019 | $5,000 | +150.0% | 190 | +126.2% | 0.00% | – |
| Q1 2019 | $2,000 | 0.0% | 84 | 0.0% | 0.00% | – |
| Q4 2018 | $2,000 | 0.0% | 84 | 0.0% | 0.00% | – |
| Q3 2018 | $2,000 | 0.0% | 84 | 0.0% | 0.00% | – |
| Q2 2018 | $2,000 | – | 84 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wright Fund Management, LLC | 918,650 | $24,160,000 | 35.25% |
| Lake Hills Wealth Management, LLC | 583,451 | $15,345,000 | 11.03% |
| Client First Capital LLC | 392,553 | $10,324,000 | 6.94% |
| Camarda Financial Advisors, LLC | 181,216 | $4,766,000 | 2.27% |
| Compton Financial Group, LLC | 204,306 | $5,373,000 | 2.22% |
| Sage Capital Advisors,llc | 141,332 | $3,769,000 | 1.53% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 681,570 | $17,925,000 | 1.32% |
| Empowered Funds, LLC | 370,483 | $9,744,000 | 1.06% |
| Pettinga Financial Advisors LLC | 144,250 | $3,794,000 | 0.95% |
| Stratos Wealth Advisors, LLC | 309,493 | $8,140,000 | 0.66% |