Invesco DB US Dollar Index Bullish Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SHAOLIN CAPITAL MANAGEMENT LLC | 08/14/2026 | 1.71 M | $48.47 M | 100.00% | 12.06% |
| POTOMAC FUND MANAGEMENT INC /ADV | 08/13/2026 | 1.06 M | $29.98 M | 4.69% | 7.46% |
| MORGAN STANLEY | 08/13/2026 | 1.05 M | $29.84 M | 31.64% | 7.42% |
| TOROSO INVESTMENTS, LLC | 08/13/2026 | 928.06 K | $26.37 M | -41.09% | 6.56% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 08/10/2026 | 633.89 K | $18.01 M | 956.35% | 4.48% |
| CITADEL ADVISORS LLC | 09/02/2026 | 416.86 K | $11.84 M | 62.07% | 2.95% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 368.95 K | $10.48 M | -24.65% | 2.61% |
| HRT FINANCIAL LP | 08/14/2026 | 359.66 K | $10.22 M | 4.75% | 2.54% |
| JANE STREET GROUP, LLC | 08/14/2026 | 318.20 K | $9.04 M | 118.24% | 2.25% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 307.63 K | $8.74 M | 100.00% | 2.17% |
| CITADEL ADVISORS LLC | 09/02/2026 | 293.10 K | $8.33 M | 33.47% | 2.07% |
| CITADEL ADVISORS LLC | 09/02/2026 | 292.70 K | $8.32 M | 9.01% | 2.07% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 220.08 K | $6.25 M | 13.94% | 1.56% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 161.17 K | $4.58 M | 11.90% | 1.14% |
| EXCHANGE TRADED CONCEPTS, LLC | 08/11/2026 | 150.54 K | $4.28 M | -6.10% | 1.06% |
| PETTINGA FINANCIAL ADVISORS, LLC | 07/09/2026 | 137.69 K | $3.91 M | 20.07% | 0.97% |
| JEFFERIES FINANCIAL GROUP INC. | 08/17/2026 | 128.37 K | $3.65 M | 19.95% | 0.91% |
| JPMORGAN CHASE & CO | 08/12/2026 | 127.46 K | $3.62 M | -95.64% | 0.90% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 08/14/2026 | 119.69 K | $3.40 M | 100.00% | 0.85% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 115.69 K | $3.29 M | 0.00% | 0.82% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 103.20 K | $2.93 M | -12.42% | 0.73% |
| JANE STREET GROUP, LLC | 08/14/2026 | 97.00 K | $2.76 M | 32.33% | 0.69% |
| UBS GROUP AG | 08/13/2026 | 91.57 K | $2.60 M | 39.10% | 0.65% |
| ROYAL BANK OF CANADA | 08/14/2026 | 80.16 K | $2.28 M | 4.96% | 0.57% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 76.20 K | $2.16 M | 29.81% | 0.54% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 75.28 K | $2.14 M | -73.14% | 0.53% |
| MUTUAL ADVISORS, LLC | 08/14/2026 | 67.43 K | $1.92 M | -42.89% | 0.48% |
| CORNERSTONE WEALTH MANAGEMENT, LLC | 07/22/2026 | 66.74 K | $1.90 M | 8.27% | 0.47% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 63.66 K | $1.81 M | 18.54% | 0.45% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 62.99 K | $1.79 M | 7.40% | 0.45% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 08/14/2026 | 53.58 K | $1.52 M | -0.23% | 0.38% |
| LPL FINANCIAL LLC | 08/07/2026 | 49.07 K | $1.39 M | -81.69% | 0.35% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 46.10 K | $1.31 M | -82.96% | 0.33% |
| SYNERGY ASSET MANAGEMENT, LLC | 07/22/2026 | 36.66 K | $1.04 M | 100.00% | 0.26% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 34.34 K | $975.68 K | -20.60% | 0.24% |
| TWO SIGMA SECURITIES, LLC | 08/14/2026 | 31.22 K | $886.99 K | 100.00% | 0.22% |
| CCG WEALTH MANAGEMENT, LLC | 08/07/2026 | 30.40 K | $863.52 K | -3.12% | 0.21% |
| IMC-CHICAGO, LLC | 08/06/2026 | 30.37 K | $862.70 K | -90.35% | 0.21% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 28.56 K | $811.26 K | 87.99% | 0.20% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 27.70 K | $786.97 K | 161.00% | 0.20% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 27.53 K | $782.10 K | -85.62% | 0.19% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 11.01 K | $312.66 K | -2.87% | 0.19% |
| IPG INVESTMENT ADVISORS LLC | 08/12/2026 | 26.26 K | $745.93 K | 100.00% | 0.19% |
| COLONY GROUP, LLC | 08/12/2026 | 26.17 K | $743.52 K | -33.76% | 0.18% |
| KOVACK ADVISORS, INC. | 07/29/2026 | 25.85 K | $736.52 K | -59.19% | 0.18% |
| QUANTUM FINANCIAL PARTNERS LLC | 07/20/2026 | 25.22 K | $716.50 K | 100.00% | 0.18% |
| US BANCORP \DE\ | 08/12/2026 | 23.17 K | $658.20 K | -61.90% | 0.16% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 21.40 K | $607.97 K | 69.84% | 0.15% |
| PFG ADVISORS | 07/16/2026 | 18.47 K | $524.82 K | 100.00% | 0.13% |
| INTRUA FINANCIAL, LLC | 07/24/2026 | 17.70 K | $502.83 K | -92.72% | 0.13% |
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Invesco DB US Dollar Index Bullish Fund institutional Ownership - FAQ's
During the previous two years, 134 institutional investors and hedge funds held shares of Invesco DB US Dollar Index Bullish Fund. The most heavily invested institutionals were:
POTOMAC FUND MANAGEMENT INC /ADV: 1.06 M
MORGAN STANLEY: 1.05 M
Toroso Investments, LLC: 928,060
NEW YORK LIFE INVESTMENT MANAGEMENT LLC: 633,892
CITADEL ADVISORS LLC: 416,859
Empowered Funds, LLC: 368,950
53.61% of Invesco DB US Dollar Index Bullish Fund stock is owned by institutional investors.
Institutional investors have bought a total of 8.69 M shares in the last 24 months. This purchase volume represents approximately $238.70 M in transactions.