Invesco DB US Dollar Index Bullish Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| TOROSO INVESTMENTS, LLC | 05/15/2026 | 11.16 M | $309.92 M | 100.00% | 190.98% |
| JPMORGAN CHASE & CO | 05/13/2026 | 2.92 M | $81.84 M | 4,480.92% | 50.07% |
| TOROSO INVESTMENTS, LLC | 05/15/2026 | 1.58 M | $43.76 M | 100.00% | 26.97% |
| JANE STREET GROUP, LLC | 05/12/2026 | 1.29 M | $35.92 M | 100.00% | 22.14% |
| POTOMAC FUND MANAGEMENT INC /ADV | 05/14/2026 | 1.01 M | $28.00 M | 100.00% | 17.25% |
| MORGAN STANLEY | 05/15/2026 | 798.02 K | $22.17 M | 31.32% | 13.66% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 489.63 K | $13.60 M | 100.00% | 8.38% |
| HRT FINANCIAL LP | 05/14/2026 | 343.34 K | $9.54 M | 1,169.94% | 5.88% |
| IMC-CHICAGO, LLC | 05/05/2026 | 314.72 K | $8.74 M | 1,278.74% | 5.39% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 280.21 K | $7.78 M | 4,323.90% | 4.80% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 270.48 K | $7.51 M | 13.59% | 4.63% |
| CITADEL ADVISORS LLC | 05/15/2026 | 268.50 K | $7.46 M | -21.31% | 4.60% |
| LPL FINANCIAL LLC | 05/06/2026 | 268.04 K | $7.45 M | 161.31% | 4.59% |
| CITADEL ADVISORS LLC | 05/15/2026 | 257.21 K | $7.15 M | 117.86% | 4.40% |
| INTRUA FINANCIAL, LLC | 04/23/2026 | 243.17 K | $6.76 M | -4.03% | 4.16% |
| CITADEL ADVISORS LLC | 05/15/2026 | 219.60 K | $6.10 M | -15.08% | 3.76% |
| WESPAC ADVISORS, LLC | 04/29/2026 | 200.12 K | $5.56 M | 100.00% | 3.43% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 193.14 K | $5.37 M | -0.01% | 3.31% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 191.45 K | $5.32 M | 93.58% | 3.28% |
| WESTERN STANDARD LLC | 05/05/2026 | 185.45 K | $5.15 M | 0.00% | 3.17% |
| SOLLINDA CAPITAL MANAGEMENT LLC | 04/30/2026 | 170.04 K | $4.72 M | 100.00% | 2.91% |
| ABLE FINANCIAL GROUP, LLC | 04/21/2026 | 167.70 K | $4.66 M | 100.00% | 2.87% |
| EXCHANGE TRADED CONCEPTS, LLC | 04/15/2026 | 160.31 K | $4.45 M | -13.68% | 2.74% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 155.70 K | $4.33 M | 324.05% | 2.67% |
| JANE STREET GROUP, LLC | 05/12/2026 | 145.80 K | $4.05 M | 100.00% | 2.50% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 144.02 K | $4.00 M | 34.46% | 2.47% |
| MUTUAL ADVISORS, LLC | 05/04/2026 | 118.08 K | $3.28 M | 100.00% | 2.02% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 117.85 K | $3.27 M | 100.00% | 2.02% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 115.69 K | $3.21 M | 0.00% | 1.98% |
| PETTINGA FINANCIAL ADVISORS, LLC | 04/13/2026 | 114.68 K | $3.19 M | 72.69% | 1.96% |
| JEFFERIES FINANCIAL GROUP INC. | 05/08/2026 | 107.02 K | $2.97 M | -30.95% | 1.83% |
| BASSO CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 94.85 K | $2.63 M | 100.00% | 1.62% |
| ROYAL BANK OF CANADA | 05/15/2026 | 76.37 K | $2.12 M | -29.42% | 1.31% |
| JANE STREET GROUP, LLC | 05/12/2026 | 73.30 K | $2.04 M | 33.03% | 1.25% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 73.30 K | $2.04 M | 2.35% | 1.25% |
| MONEY CONCEPTS CAPITAL CORP | 04/30/2026 | 66.26 K | $1.84 M | 100.00% | 1.13% |
| UBS GROUP AG | 05/05/2026 | 65.83 K | $1.83 M | 18.72% | 1.13% |
| KOVACK ADVISORS, INC. | 05/13/2026 | 63.34 K | $1.76 M | 123.70% | 1.08% |
| CORNERSTONE WEALTH MANAGEMENT, LLC | 04/24/2026 | 61.64 K | $1.71 M | 100.00% | 1.06% |
| US BANCORP \DE\ | 05/15/2026 | 60.80 K | $1.69 M | 100.00% | 1.04% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 05/07/2026 | 60.01 K | $1.67 M | 100.00% | 1.03% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 58.70 K | $1.63 M | -50.80% | 1.00% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 58.65 K | $1.63 M | -58.13% | 1.00% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 53.71 K | $1.49 M | -30.60% | 0.92% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 05/15/2026 | 53.70 K | $1.49 M | 3.88% | 0.92% |
| B. RILEY WEALTH ADVISORS, INC. | 04/27/2026 | 52.42 K | $1.47 M | 100.00% | 0.90% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 52.41 K | $1.45 M | 19.95% | 0.90% |
| WAKEFIELD ASSET MANAGEMENT LLLP | 05/12/2026 | 49.21 K | $1.37 M | 100.00% | 0.84% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 43.25 K | $1.20 M | -32.61% | 0.74% |
| COLONY GROUP, LLC | 05/15/2026 | 39.51 K | $1.10 M | -1.73% | 0.68% |
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Invesco DB US Dollar Index Bullish Fund institutional Ownership - FAQ's
During the previous two years, 139 institutional investors and hedge funds held shares of Invesco DB US Dollar Index Bullish Fund. The most heavily invested institutionals were:
JPMORGAN CHASE & CO: 2.92 M
Toroso Investments, LLC: 1.58 M
JANE STREET GROUP, LLC: 1.29 M
POTOMAC FUND MANAGEMENT INC /ADV: 1.01 M
MORGAN STANLEY: 798,024
Empowered Funds, LLC: 489,634
232.23% of Invesco DB US Dollar Index Bullish Fund stock is owned by institutional investors.
Institutional investors have bought a total of 14.69 M shares in the last 24 months. This purchase volume represents approximately $403.42 M in transactions.