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

Invesco DB US Dollar Index Bullish Fund logo
$28.34 -0.01 (-0.02%)
As of 02:33 PM Eastern
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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)
58
Total
Institutional Inflows
(last 12 months)
$72.97M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$30.20M
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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
6/3/2026NewEdge Advisors LLC18,787$522K0.0%N/A0.148%
5/19/2026Western Wealth Management LLC2,200$61K0.0%N/A0.017%
5/19/2026NewEdge Advisors LLC18,787$522K0.0%N/A0.148%
5/19/2026Bank of America Corp DE270,479$7.51M0.0%+13.6%2.130%
5/18/2026Royal Bank of Canada76,374$2.12M0.0%-29.4%0.601%
5/18/2026Empowered Funds LLC489,634$13.60M0.1%N/A3.855%
5/13/2026Cetera Investment Advisers144,023$4.00M0.0%+34.5%1.134%
5/8/2026CVS HEALTH Corp30,000$833K0.4%N/A0.236%
5/5/2026Geneos Wealth Management Inc.2,540$71K0.0%N/A0.020%
4/30/2026Money Concepts Capital Corp66,257$1.84M0.1%N/A0.516%
4/23/2026Intrua Financial LLC243,172$6.76M0.7%-4.0%1.863%
4/22/2026Narus Financial Partners LLC8,939$248K0.1%N/A0.059%
2/23/2026Blue 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%
2/16/2026MML 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%
2/12/2026Commonwealth 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%
2/5/2026Intrua Financial LLC253,375$6.85M0.7%+1,451.0%3.334%
2/5/2026Tucker Asset Management LLC5,584$151K0.0%N/A0.073%
1/29/20264Thought Financial Group Inc.2,307$62K0.0%-32.5%0.029%
1/27/2026Davies Financial Advisors Inc.13,449$364K0.7%-63.7%0.169%
1/23/2026Farther Finance Advisors LLC43,696$1.18M0.0%+7,888.3%0.575%
1/21/2026Flagship Harbor Advisors LLC10,092$273K0.0%N/A0.133%
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1/15/2026Professional Financial Advisors LLC40,793$1.10M0.2%N/A0.523%
1/15/2026Brookstone Capital Management75,083$2.03M0.0%N/A0.963%
1/14/2026Exchange Traded Concepts LLC185,725$5.02M0.0%-12.8%2.381%
1/13/2026CoreCap Advisors LLC10,300$278K0.0%+1,019.6%0.130%
1/12/2026National Wealth Management Group LLC10,103$273K0.1%N/A0.127%
1/9/2026Tactive Advisors LLC27,518$744K0.2%N/A0.324%
1/6/2026Ehrlich 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%
11/5/2025Envestnet 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%
11/3/2025Golden State Wealth Management LLC975$27K0.0%+225.0%0.012%
10/22/2025Robeco Institutional Asset Management B.V.32,250$887K0.0%N/A0.467%
10/21/2025Pettinga 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%
10/15/2025Davies Financial Advisors Inc.37,086$1.02M0.8%-8.6%0.608%
10/14/2025Exchange Traded Concepts LLC213,095$5.86M0.0%-16.8%3.706%
10/10/2025Focus 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%
8/12/2025AGP 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%
8/8/2025Davies Financial Advisors Inc.40,569$1.09M0.8%-53.9%0.548%
8/8/2025Intrua Financial LLC16,336$439K0.1%-93.5%0.221%
8/5/2025Retirement Financial Solutions LLC28,475$765K0.5%-5.3%0.385%
8/4/2025Kovack Advisors Inc.14,454$389K0.0%+104.9%0.195%
8/1/2025Envestnet Asset Management Inc.33,934$912K0.0%-67.1%0.452%
7/29/2025Stratos Wealth Partners LTD.8,799$237K0.0%N/A0.117%
7/28/2025Pettinga Financial Advisors LLC57,275$1.54M0.3%-20.6%0.764%
The Starlink of Energy (Ad)

A portable energy unit - already used by the U.S. Navy for decades - is now drawing serious attention from Big Tech and Washington policymakers. It can be trucked to a data center, military base, or industrial site and deliver reliable power for years without grid access. A key government milestone expected this August could bring significant visibility to this space. One small stock sits at the center of it.tc pixel

Read the full breakdown and see which stock to watch now
7/22/2025Knights of Columbus Asset Advisors LLC2,745$74K0.0%-17.6%0.039%
7/16/2025Cabana LLC10,031$270K1.5%N/A0.134%
7/10/2025Exchange Traded Concepts LLC256,115$6.88M0.1%-1.8%3.485%
7/10/2025Focus Financial Network Inc.11,091$298K0.0%-10.5%0.151%
7/7/2025Park 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%


UUP Institutional Ownership - Frequently Asked Questions

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), Empowered Funds LLC ($13.60M), Bank of America Corp DE ($7.51M), Intrua Financial LLC ($6.76M), Compton Financial Group LLC ($6.55M), Western Standard LLC ($5.34M), and Ameriprise Financial Inc. ($5.32M).Learn more on Invesco DB US Dollar Index Bullish Fund's institutional investors.

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), Empowered Funds LLC ($683.68K), Foundations Investment Advisors LLC ($643.99K), Raffles Associates LP ($240K), and Intrua Financial LLC ($237.04K).

Institutional investors have bought a total of 2,679,167 shares in the last 24 months. This purchase volume represents approximately $72.97M in transactions.

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: Intrua Financial LLC ($243.61K), Bank of America Corp DE ($157.70K), BNP Paribas Financial Markets ($133.31K), Flow Traders U.S. LLC ($111.70K), Foundations Investment Advisors LLC ($103.93K), Envestnet Asset Management Inc. ($76.48K), and Exchange Traded Concepts LLC ($75.14K).

Institutional investors have sold a total of 1,116,380 shares in the last 24 months. This volume of shares sold represents approximately $30.20M in transactions.


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This page (NYSEARCA:UUP) was last updated on 7/6/2026 by MarketBeat.com Staff.
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