Invesco DB US Dollar Index Bullish Fund UUP Institutional Ownership

NYSE UUP

$28.91 -0.10 (-0.34%)

At close: Nov 4, 2026 · 4:00 PM EST

Institutions by Trading Activity

77 Institutions

Increased 34 44.2%

Unchanged 12 15.6%

Reduced 31 40.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

48.33%

▼-17.53 pp QoQ

Shares Held by Institutions

7.59Mn

of 15.70Mn outstanding

▼-44.07% QoQ

Shares Outstanding

15.70Mn

8.11Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▼-13 vs prior quarter

Net Shares Added (QoQ)

-5.98Mn

distributed since last quarter

Value of Holdings

$219.34Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Updated Oct 11, 2026

Invesco DB US Dollar Index Bullish Fund (NYSE:UUP) appeared in the 13F filings of 77 institutional investors for the quarter ended June 30, 2026.

Their combined stake equaled 48.33% of outstanding shares in Q2 2026, down from 65.85% in Q1 2026.
Total shares held in Invesco DB US Dollar Index Bullish Fund fell 44.07% from Q1 2026, while the number of holders was unchanged from Q2 2025.
Of the 77 holders of UUP in Q2 2026, 34 added to their positions, 31 reduced their stakes and 12 left their positions unchanged.
The aggregate institutional position in Invesco DB US Dollar Index Bullish Fund was 7.59Mn shares at the end of Q2 2026, down 5.98Mn from the prior quarter and up 4.5Mn from a year earlier.
As of June 30, 2026, the biggest holder of Invesco DB US Dollar Index Bullish Fund was Potomac Fund Management Inc with 1.06Mn shares, or 6.72% of shares outstanding.
Holders that added the most shares of Invesco DB US Dollar Index Bullish Fund in Q2 2026 were New York Life Investment Management LLC (+573.88K shares), Morgan Stanley (+252.46K shares), Citadel Advisors LLC (+159.65K shares), Potomac Fund Management Inc (+47.32K shares) and Ameriprise Financial Inc (+26.93K shares).
Among holders that kept a stake in Invesco DB US Dollar Index Bullish Fund, the biggest sellers in Q2 2026 were JPMorgan Chase & Co (-2.8Mn shares), Tidal Investments LLC (-647.35K shares), IMC-Chicago, LLC (-284.36K shares), Intrua Financial, LLC (-225.47K shares) and Bank of America Corp (-224.38K shares).
Invesco DB US Dollar Index Bullish Fund's 10 largest institutional shareholders as of Q2 2026 were Potomac Fund Management Inc (1.06Mn shares), Morgan Stanley (1.05Mn shares), Tidal Investments LLC (928.06K shares), New York Life Investment Management LLC (633.89K shares), Citadel Advisors LLC (416.86K shares), Empowered Funds, LLC (368.95K shares), HRT Financial LP (359.66K shares), Susquehanna International Group, LLP (307.63K shares), Ameriprise Financial Inc (220.07K shares) and Cetera Investment Advisers (161.17K shares), per Business Quant data.

Form 13F Holdings

77 Institutional Holders

Report period 30 Jun, 2026

Total shares held 7.59Mn

Of outstanding 48.33%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	POTOMAC FUND MANAGEMENT INC /ADV	0000826000	1,055,200	6.72%	▲47,318	+4.69%	$29.98Mn
2	Morgan Stanley	0000895421	1,050,488	6.69%	▲252,464	+31.64%	$29.84Mn
3	Tidal Investments LLC	0001600064	928,060	5.91%	▼647,345	-41.09%	$26.37Mn
4	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	0001133639	633,892	4.04%	▲573,884	+956.35%	$18.01Mn
5	CITADEL ADVISORS LLC	0001423053	416,859	2.66%	▲159,654	+62.07%	$11.84Mn
6	Empowered Funds, LLC	0001592828	368,950	2.35%	▼120,684	-24.65%	$10.48Mn
7	HRT FINANCIAL LP	0001475597	359,661	2.29%	▲16,321	+4.75%	$10.22K
8	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0001446194	307,634	1.96%	▲307,634	0.00%	$8.74Mn
9	Ameriprise Financial Inc	0000820027	220,075	1.40%	▲26,932	+13.94%	$6.25Mn
10	Cetera Investment Advisers	0001666741	161,168	1.03%	▲17,145	+11.90%	$4.58Mn
11	EXCHANGE TRADED CONCEPTS, LLC	0001457320	150,535	0.96%	▼9,775	-6.10%	$4.28Mn
12	Pettinga Financial Advisors LLC	0001694592	137,690	0.88%	▲23,015	+20.07%	$3.91Mn
13	Jefferies Financial Group Inc.	0000096223	128,368	0.82%	▲21,348	+19.95%	$3.65Mn
14	Jpmorgan Chase & Co	0000019617	127,464	0.81%	▼2,797,316	-95.64%	$3.62Mn
15	FOUNDATIONS INVESTMENT ADVISORS, LLC	0001743404	119,686	0.76%	▲119,686	0.00%	$3.40Mn
16	Goldman Sachs Group Inc	0000886982	115,694	0.74%	0	0.00%	$3.29Mn
17	HARBOUR INVESTMENTS, INC.	0000810121	103,204	0.66%	▼14,642	-12.42%	$2.93Mn
18	UBS Group AG	0001610520	91,568	0.58%	▲25,741	+39.10%	$2.60Mn
19	Royal Bank Of Canada	0001000275	80,162	0.51%	▲3,788	+4.96%	$2.28Mn
20	BNP PARIBAS FINANCIAL MARKETS	0001166588	75,277	0.48%	▼204,933	-73.14%	$2.14Mn

Showing 1 to 20 of 77 holders