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

Invesco DB US Dollar Index Bullish Fund logo
$27.90 -0.01 (-0.04%)
As of 08/21/2026 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco DB US Dollar Index Bullish Fund (NYSEARCA:UUP)

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$58.20M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$9.50M
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UUP Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/6/2026 Clearstead Trust LLC9,921$209K0.0%N/A0.066%
7/9/2026 Pettinga Financial Advisors LLC137,690$3.91M0.6%+20.1%0.877%
7/7/2026 City Center Advisors LLC7,443$211K0.2%N/A0.047%
6/3/2026 NewEdge Advisors LLC18,787$522K0.0%N/A0.148%
5/19/2026 Western Wealth Management LLC2,200$61K0.0%N/A0.017%
5/19/2026 NewEdge Advisors LLC18,787$522K0.0%N/A0.148%
5/19/2026 Bank of America Corp DE270,479$7.51M0.0%+13.6%2.130%
5/18/2026 Royal Bank of Canada76,374$2.12M0.0%-29.4%0.601%
5/18/2026 Empowered Funds LLC489,634$13.60M0.1%N/A3.855%
5/13/2026 Cetera Investment Advisers144,023$4.00M0.0%+34.5%1.134%
5/8/2026 CVS HEALTH Corp30,000$833K0.4%N/A0.236%
5/5/2026 Geneos 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%
2/17/2026 Cetera Investment Advisers107,114$2.90M0.0%-5.4%1.409%
2/17/2026 Hilltop Holdings Inc.17,798$481K0.0%N/A0.234%
2/17/2026 Kovack Advisors Inc.28,316$765K0.0%+95.9%0.373%
2/17/2026 Osaic Holdings Inc.140,058$3.79M0.0%+9.1%1.843%
2/17/2026 Advisory Services Network LLC9,374$253K0.0%+46.8%0.123%
2/17/2026 Raffles Associates LP125,000$3.38M2.5%+47.1%1.645%
2/17/2026 Guardian Wealth Advisors LLC NC51,697$1.40M0.1%+6.2%0.680%
2/17/2026 &PARTNERS14,435$390K0.0%N/A0.190%
2/17/2026 Royal Bank of Canada108,205$2.93M0.0%+753.4%1.424%
2/16/2026 MML Investors Services LLC32,730$885K0.0%N/A0.431%
2/13/2026 Wells Fargo & Company MN64,181$1.74M0.0%+71.4%0.844%
2/12/2026 HRT Financial LP27,036$730K0.0%N/A0.356%
2/12/2026 Orion Porfolio Solutions LLC11,542$312K0.0%N/A0.152%
2/12/2026 Commonwealth Equity Services LLC11,750$318K0.0%+57.1%0.155%
2/12/2026 Steward Partners Investment Advisory LLC36,716$992K0.0%+1,759.0%0.483%
2/12/2026 Principal Securities Inc.10,561$285K0.0%N/A0.139%
2/12/2026 Kovack Advisors Inc.28,316$766K0.0%+95.9%0.373%
2/11/2026 LPL Financial LLC102,574$2.77M0.0%+272.7%1.350%
2/9/2026Jefferies Financial Group Inc.155,000$4.19M0.0%N/A2.039%
2/6/2026 EverSource Wealth Advisors LLC7,863$213K0.0%N/A0.103%
2/6/2026 Global 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%
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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%
1/12/2026 National 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%
1/1/2026 JPMorgan Chase & Co.111,148$3.06M0.0%+73.5%1.443%
11/18/2025 Advisory Services Network LLC6,386$176K0.0%N/A0.083%
11/17/2025 National Bank of Canada FI1,283$35K0.0%+809.9%0.017%
11/17/2025 Flow Traders U.S. LLC32,482$894K0.0%-77.5%0.422%
11/17/2025 Focus Partners Wealth36,420$1.00M0.0%+5.8%0.473%
11/17/2025 Bank of America Corp DE13,049$359K0.0%-54.0%0.169%
11/17/2025 Ameriprise Financial Inc.193,538$5.32M0.0%-5.5%2.513%
11/14/2025 Raymond James Financial Inc.15,246$419K0.0%+9.2%0.198%
11/13/2025 UBS Group AG66,588$1.83M0.0%+510.4%0.865%
11/13/2025 BNP Paribas Financial Markets92,266$2.54M0.0%-27.5%1.198%
11/13/2025 Blair William & Co. IL7,290$201K0.0%N/A0.095%
11/7/2025 JPMorgan 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%
11/3/2025 Knights 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%
10/21/2025 Global 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%
9/4/2025 Osaic Holdings Inc.53,065$1.43M0.0%-6.1%0.717%
8/19/2025 Delos Wealth Advisors LLC3,702$100K0.1%N/A0.050%
8/15/2025 Raffles Associates LP160,000$4.30M4.5%N/A2.162%
8/15/2025 Two Sigma Securities LLC30,552$821K0.1%N/A0.413%
8/15/2025 BNP Paribas Financial Markets127,280$3.42M0.0%-43.6%1.720%
8/15/2025 Bank of America Corp DE28,338$762K0.0%-83.4%0.383%
8/15/2025 Ameriprise Financial Inc.204,895$5.51M0.0%-16.9%2.769%
8/14/2025 Raymond James Financial Inc.13,960$375K0.0%-7.1%0.189%
8/14/2025 Natixis36,754$989K0.0%N/A0.497%
8/13/2025 Flow Traders U.S. LLC144,184$3.88M0.1%N/A1.948%
8/13/2025 Baird Financial Group Inc.120,767$3.25M0.0%N/A1.632%
8/12/2025 AGP Franklin LLC57,808$1.55M0.8%N/A0.781%
8/12/2025 JPMorgan Chase & Co.64,079$1.72M0.0%-12.8%0.866%
8/8/2025 Cetera Investment Advisers101,722$2.73M0.0%+6.3%1.375%
8/8/2025 Foundations 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%
8/4/2025 Kovack Advisors Inc.14,454$389K0.0%+104.9%0.195%
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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%
7/22/2025 Knights 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%
6/27/2025 Goldman Sachs Group Inc.15,782$450K0.0%-104.5%0.180%
5/28/2025Intrua Financial LLC249,747$7.13M1.0%-13.7%2.379%


UUP Institutional Ownership - Frequently Asked Questions

During the previous two years, 99 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), Empowered Funds LLC ($13.60M), Bank of America Corp DE ($7.51M), Intrua Financial LLC ($6.76M), Western Standard LLC ($5.34M), Ameriprise Financial Inc. ($5.32M), and Exchange Traded Concepts LLC ($5.02M).Learn more on Invesco DB US Dollar Index Bullish Fund's institutional investors.

Of the 89 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), Goldman Sachs Group Inc. ($737.30K), Empowered Funds LLC ($683.68K), Foundations Investment Advisors LLC ($643.99K), Raffles Associates LP ($240K), Intrua Financial LLC ($237.04K), and Flow Traders U.S. LLC ($206.31K).

Institutional investors have bought a total of 2,127,183 shares in the last 24 months. This purchase volume represents approximately $58.20M in transactions.

Of the 14 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: Flow Traders U.S. LLC ($111.70K), Exchange Traded Concepts LLC ($70.39K), BNP Paribas Financial Markets ($35.01K), Royal Bank of Canada ($31.83K), Davies Financial Advisors Inc. ($27.12K), Bank of America Corp DE ($15.29K), and Global Retirement Partners LLC ($14.80K).

Institutional investors have sold a total of 346,212 shares in the last 24 months. This volume of shares sold represents approximately $9.50M in transactions.



Institutional ownership data for NYSEARCA:UUP is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/6/2026. New 13F filings are added each quarter as they're published.
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