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Invesco DB US Dollar Index Bullish Fund (UUP) Institutional Ownership

Invesco DB US Dollar Index Bullish Fund logo
$27.50 +0.02 (+0.07%)
Closing price 04:10 PM Eastern
Extended Trading
$27.56 +0.06 (+0.21%)
As of 06:11 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Invesco DB US Dollar Index Bullish Fund (NYSEARCA:UUP)

Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$84.42M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$45.65M
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UUP Institutional Buying and Selling by Quarter

Invesco DB US Dollar Index Bullish Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Geneos Wealth Management Inc.2,540$71K0.0%N/A0.020%
4/30/2026 Money Concepts Capital Corp66,257$1.84M0.1%N/A0.516%
4/23/2026 Intrua Financial LLC243,172$6.76M0.7%-4.0%1.863%
4/22/2026 Narus Financial Partners LLC8,939$248K0.1%N/A0.059%
2/23/2026 Blue Capital Inc.61,998$1.68M1.2%N/A0.816%
2/17/2026Cetera Investment Advisers107,114$2.90M0.0%-5.4%1.409%
2/17/2026Hilltop Holdings Inc.17,798$481K0.0%N/A0.234%
2/17/2026Kovack Advisors Inc.28,316$765K0.0%+95.9%0.373%
2/17/2026Osaic Holdings Inc.140,058$3.79M0.0%+9.1%1.843%
2/17/2026Advisory Services Network LLC9,374$253K0.0%+46.8%0.123%
2/17/2026Raffles Associates LP125,000$3.38M2.5%+47.1%1.645%
2/17/2026Guardian Wealth Advisors LLC NC51,697$1.40M0.1%+6.2%0.680%
2/17/2026&PARTNERS14,435$390K0.0%N/A0.190%
2/17/2026Royal Bank of Canada108,205$2.93M0.0%+753.4%1.424%
2/16/2026 MML Investors Services LLC32,730$885K0.0%N/A0.431%
2/13/2026Wells Fargo & Company MN64,181$1.74M0.0%+71.4%0.844%
2/12/2026HRT Financial LP27,036$730K0.0%N/A0.356%
2/12/2026Orion Porfolio Solutions LLC11,542$312K0.0%N/A0.152%
2/12/2026 Commonwealth Equity Services LLC11,750$318K0.0%+57.1%0.155%
2/12/2026Steward Partners Investment Advisory LLC36,716$992K0.0%+1,759.0%0.483%
2/12/2026Principal Securities Inc.10,561$285K0.0%N/A0.139%
2/12/2026Kovack Advisors Inc.28,316$766K0.0%+95.9%0.373%
2/11/2026LPL Financial LLC102,574$2.77M0.0%+272.7%1.350%
2/9/2026Jefferies Financial Group Inc.155,000$4.19M0.0%N/A2.039%
2/6/2026EverSource Wealth Advisors LLC7,863$213K0.0%N/A0.103%
2/6/2026Global Retirement Partners LLC13,537$366K0.0%-52.2%0.178%
2/5/2026 Intrua Financial LLC253,375$6.85M0.7%+1,451.0%3.334%
2/5/2026Tucker Asset Management LLC5,584$151K0.0%N/A0.073%
1/29/2026 4Thought Financial Group Inc.2,307$62K0.0%-32.5%0.029%
1/27/2026 Davies Financial Advisors Inc.13,449$364K0.7%-63.7%0.169%
1/23/2026 Farther Finance Advisors LLC43,696$1.18M0.0%+7,888.3%0.575%
1/21/2026 Flagship Harbor Advisors LLC10,092$273K0.0%N/A0.133%
1/15/2026 Professional Financial Advisors LLC40,793$1.10M0.2%N/A0.523%
1/15/2026 Brookstone Capital Management75,083$2.03M0.0%N/A0.963%
1/14/2026 Exchange Traded Concepts LLC185,725$5.02M0.0%-12.8%2.381%
1/13/2026 CoreCap Advisors LLC10,300$278K0.0%+1,019.6%0.130%
1/12/2026National Wealth Management Group LLC10,103$273K0.1%N/A0.127%
1/9/2026 Tactive Advisors LLC27,518$744K0.2%N/A0.324%
1/6/2026 Ehrlich Financial Group22,511$608K0.3%N/A0.268%
1/1/2026JPMorgan Chase & Co.111,148$3.06M0.0%+73.5%1.443%
11/18/2025Advisory Services Network LLC6,386$176K0.0%N/A0.083%
11/17/2025National Bank of Canada FI1,283$35K0.0%+809.9%0.017%
11/17/2025Flow Traders U.S. LLC32,482$894K0.0%-77.5%0.422%
11/17/2025Focus Partners Wealth36,420$1.00M0.0%+5.8%0.473%
11/17/2025Bank of America Corp DE13,049$359K0.0%-54.0%0.169%
11/17/2025Ameriprise Financial Inc.193,538$5.32M0.0%-5.5%2.513%
11/14/2025Raymond James Financial Inc.15,246$419K0.0%+9.2%0.198%
11/13/2025UBS Group AG66,588$1.83M0.0%+510.4%0.865%
11/13/2025BNP Paribas Financial Markets92,266$2.54M0.0%-27.5%1.198%
11/13/2025Blair William & Co. IL7,290$201K0.0%N/A0.095%
11/7/2025JPMorgan Chase & Co.111,148$3.06M0.0%+73.5%1.443%
11/5/2025 Envestnet Asset Management Inc.26,779$737K0.0%-21.1%0.341%
11/3/2025Knights of Columbus Asset Advisors LLC3,259$90K0.0%+18.7%0.042%
11/3/2025 Golden State Wealth Management LLC975$27K0.0%+225.0%0.012%
10/22/2025 Robeco Institutional Asset Management B.V.32,250$887K0.0%N/A0.467%
10/21/2025 Pettinga Financial Advisors LLC66,120$1.82M0.4%+15.4%0.958%
10/21/2025Global Retirement Partners LLC28,334$779K0.0%+21,203.8%0.411%
10/15/2025 Davies Financial Advisors Inc.37,086$1.02M0.8%-8.6%0.608%
10/14/2025 Exchange Traded Concepts LLC213,095$5.86M0.0%-16.8%3.706%
10/10/2025 Focus Financial Network Inc.10,397$286K0.0%-6.3%0.181%
9/4/2025Osaic Holdings Inc.53,065$1.43M0.0%-6.1%0.717%
8/19/2025Delos Wealth Advisors LLC3,702$100K0.1%N/A0.050%
8/15/2025Raffles Associates LP160,000$4.30M4.5%N/A2.162%
8/15/2025Two Sigma Securities LLC30,552$821K0.1%N/A0.413%
8/15/2025BNP Paribas Financial Markets127,280$3.42M0.0%-43.6%1.720%
8/15/2025Bank of America Corp DE28,338$762K0.0%-83.4%0.383%
8/15/2025Ameriprise Financial Inc.204,895$5.51M0.0%-16.9%2.769%
8/14/2025Raymond James Financial Inc.13,960$375K0.0%-7.1%0.189%
8/14/2025Natixis36,754$989K0.0%N/A0.497%
8/13/2025Flow Traders U.S. LLC144,184$3.88M0.1%N/A1.948%
8/13/2025Baird Financial Group Inc.120,767$3.25M0.0%N/A1.632%
8/12/2025 AGP Franklin LLC57,808$1.55M0.8%N/A0.781%
8/12/2025JPMorgan Chase & Co.64,079$1.72M0.0%-12.8%0.866%
8/8/2025Cetera Investment Advisers101,722$2.73M0.0%+6.3%1.375%
8/8/2025Foundations Investment Advisors LLC19,121$514K0.0%-84.5%0.258%
8/8/2025 Davies Financial Advisors Inc.40,569$1.09M0.8%-53.9%0.548%
8/8/2025 Intrua Financial LLC16,336$439K0.1%-93.5%0.221%
8/5/2025 Retirement Financial Solutions LLC28,475$765K0.5%-5.3%0.385%
8/4/2025Kovack Advisors Inc.14,454$389K0.0%+104.9%0.195%
8/1/2025 Envestnet Asset Management Inc.33,934$912K0.0%-67.1%0.452%
7/29/2025 Stratos Wealth Partners LTD.8,799$237K0.0%N/A0.117%
7/28/2025 Pettinga Financial Advisors LLC57,275$1.54M0.3%-20.6%0.764%
7/22/2025Knights of Columbus Asset Advisors LLC2,745$74K0.0%-17.6%0.039%
7/16/2025 Cabana LLC10,031$270K1.5%N/A0.134%
7/10/2025 Exchange Traded Concepts LLC256,115$6.88M0.1%-1.8%3.485%
7/10/2025 Focus Financial Network Inc.11,091$298K0.0%-10.5%0.151%
7/7/2025 Park Edge Advisors LLC64,130$1.72M0.4%+10.9%0.855%
6/27/2025Goldman Sachs Group Inc.15,782$450K0.0%-104.5%0.180%
5/28/2025Intrua Financial LLC249,747$7.13M1.0%-13.7%2.379%
5/16/2025Empowered Funds LLC65,329$1.86M0.0%N/A0.622%
5/16/2025Goldman Sachs Group Inc.15,782$450K0.0%-104.5%0.150%
5/15/2025Royal Bank of Canada68,856$1.97M0.0%+34.6%0.656%
5/14/2025Luminist Capital LLC1,464$42K0.0%+36.8%0.014%
5/14/2025Kestra Advisory Services LLC52,057$1.49M0.0%N/A0.496%
5/14/2025Summit Financial LLC14,227$406K0.0%N/A0.135%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors85,519$2.44M0.2%N/A0.956%
5/12/2025National Bank of Canada FI1,813$52K0.0%+1,436.4%0.020%
5/7/2025Foundations Investment Advisors LLC123,054$3.51M0.1%-80.9%1.375%
5/7/2025LPL Financial LLC205,819$5.87M0.0%-5.5%2.300%
5/7/2025Drive Wealth Management LLC10,963$313K0.1%+22.9%0.122%


UUP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UUP shares?

During the previous two years, 105 institutional investors and hedge funds held shares of Invesco DB US Dollar Index Bullish Fund. The most heavily invested institutionals were New York Life Investment Management LLC ($65.28M), Intrua Financial LLC ($6.76M), Compton Financial Group LLC ($6.55M), Western Standard LLC ($5.34M), Ameriprise Financial Inc. ($5.32M), Exchange Traded Concepts LLC ($5.02M), and Jefferies Financial Group Inc. ($4.19M).Learn more on Invesco DB US Dollar Index Bullish Fund's institutional investors.

Which institutional investors have been buying Invesco DB US Dollar Index Bullish Fund's stock?

Of the 96 institutional investors that purchased Invesco DB US Dollar Index Bullish Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($996.20K), New York Life Investment Management LLC ($938.76K), Goldman Sachs Group Inc. ($737.30K), Foundations Investment Advisors LLC ($643.99K), Raffles Associates LP ($240K), Intrua Financial LLC ($237.04K), and Flow Traders U.S. LLC ($206.31K).

How much institutional buying is happening at Invesco DB US Dollar Index Bullish Fund?

Institutional investors have bought a total of 3,063,412 shares in the last 24 months. This purchase volume represents approximately $84.42M in transactions.

Which of Invesco DB US Dollar Index Bullish Fund's major shareholders have been selling company stock?

Of the 20 institutional investors that sold Invesco DB US Dollar Index Bullish Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Foundations Investment Advisors LLC ($624.87K), Intrua Financial LLC ($283.10K), Bank of America Corp DE ($157.70K), BNP Paribas Financial Markets ($133.31K), Flow Traders U.S. LLC ($111.70K), Envestnet Asset Management Inc. ($76.48K), and Exchange Traded Concepts LLC ($75.14K).

How much institutional selling is happening at Invesco DB US Dollar Index Bullish Fund?

Institutional investors have sold a total of 1,657,018 shares in the last 24 months. This volume of shares sold represents approximately $45.65M in transactions.


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This page (NYSEARCA:UUP) was last updated on 5/5/2026 by MarketBeat.com Staff.
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