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Invesco DB US Dollar Funds add new board manager

Invesco DB US Dollar Index Trust and its series, the Invesco DB US Dollar Index Bullish Fund and Invesco DB US Dollar Index Bearish Fund, report a governance change at their managing owner, Invesco Capital Management LLC.

(High)
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Form Type
8-K

Rhea-AI Filing Summary

Invesco DB US Dollar Index Trust and its series, the Invesco DB US Dollar Index Bullish Fund and Invesco DB US Dollar Index Bearish Fund, report a governance change at their managing owner, Invesco Capital Management LLC. On July 31, 2026, the Board of Managers appointed Matthew Casaccia to serve on the Board of Managers of the Managing Owner, effective as of the close of business on August 3, 2026.

Casaccia will also serve on the Audit Committee and will replace Jordan Krugman, who had previously given notice of his resignation effective on the same date. The disclosure states there are no arrangements or understandings with any other person regarding Casaccia’s appointment and no reportable related-party transactions. Casaccia, age 43, is Senior Director of Financial Planning and Analysis for Investments and Global Product at Invesco Ltd. and has spent 17 years with the firm. His application as a principal of the Managing Owner is being prepared.

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Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers Governance
Key personnel changes including departures, elections, or appointments of directors and executive officers.
Appointment Date July 31, 2026 Date the Board of Managers appointed Matthew Casaccia
Effective Date August 3, 2026 Effective as of the close of business for Casaccia’s board service
Age of Matthew Casaccia 43 Age of the newly appointed member of the Board of Managers
Tenure at Invesco Ltd. 17 years Casaccia’s experience with Invesco Ltd. in finance and distribution roles
Telephone number (800) 983-0903 Registrant’s telephone number including area code
Managing Owner regulatory
"the managing owner of the Invesco DB US Dollar Index Trust and each of its underlying series"
Board of Managers regulatory
"appointed Mr. Matthew Casaccia to serve on the Board of Managers of the Managing Owner"
Audit Committee financial
"Mr. Casaccia will also serve as a member of the Audit Committee of the Board of Managers"
A company's audit committee is a small group of board members who act like independent inspectors for the firm's finances, overseeing how financial reports are prepared, monitoring internal controls, and managing the relationship with external auditors. Investors care because a strong audit committee reduces the risk of accounting errors, fraud, or misleading statements, making financial statements more trustworthy and helping protect shareholder value.
Item 404(a) of Regulation S-K regulatory
"that would be required to be reported under Item 404(a) of Regulation S-K"
principal of the Managing Owner regulatory
"Mr. Casaccia’s application as a principal of the Managing Owner is being prepared"

FAQ

What governance change did Invesco DB US Dollar Index Trust (UUP) disclose?

The trust disclosed that Matthew Casaccia was appointed to the Board of Managers of Invesco Capital Management LLC, its Managing Owner, effective as of the close of business on August 3, 2026, and will also serve on the Audit Committee.

Who is Matthew Casaccia in relation to Invesco DB US Dollar Index Trust (UUP)?

Matthew Casaccia, age 43, was appointed to the Board of Managers and the Audit Committee of the Managing Owner. He is Senior Director of Financial Planning and Analysis for Investments and Global Product at Invesco Ltd. with 17 years of experience there.

Whom is Matthew Casaccia replacing at Invesco DB US Dollar Index Trust (UUP)?

He is replacing Jordan Krugman on the Board of Managers of the Managing Owner. The filing notes Krugman had previously given notice of his resignation, effective as of the close of business on August 3, 2026.

Does Matthew Casaccia have any special arrangements leading to his appointment at UUP’s Managing Owner?

The company reports there are no arrangements or understandings between Matthew Casaccia and any other person pursuant to which he was appointed to the Board of Managers of the Managing Owner of the Funds.

What regulatory status is being sought for Matthew Casaccia at Invesco DB US Dollar Index Trust (UUP)?

His application as a principal of Invesco Capital Management LLC, the Managing Owner, is being prepared for submission, indicating a pending regulatory step related to his new role.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates
false00013715710001383151000138314900-0000000 0001371571 2026-07-31 2026-07-31 0001371571 uup:InvescoDbUsDollarIndexBullishFundMember 2026-07-31 2026-07-31 0001371571 uup:InvescoDbUsDollarIndexBearishFundMember 2026-07-31 2026-07-31
 
 
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
 
 
FORM
8-K
 
 
CURRENT REPORT
Pursuant to Section 13 or 15(d)
of the Securities Exchange Act of 1934
Date of Report (Date of earliest event reported): July 31, 2026
 
 
INVESCO DB US DOLLAR INDEX TRUST
(Registrant)
INVESCO DB US DOLLAR INDEX BULLISH FUND
;
INVESCO DB US DOLLAR INDEX BEARISH FUND
(Co-Registrants)
(Exact name of registrant as specified in its charter)
 
 
 
Delaware
 
001-33317;
001-33318;
and
001-33314
 
87-0778084
(Invesco DB US Dollar Index Bearish Fund)
87-0778082
(Invesco DB US Dollar Index Bullish Fund
(State or other jurisdiction
of incorporation)
 
(Commission
File Numbers)
 
(
I.R.S.
Employer
Identification Nos.)
 
c/o Invesco Capital Management LLC
3500 Lacey Road
,
Suite 700
Downers Grove
,
Illinois
 
60515
(Address of principal executive offices)
 
(Zip Code)
(
800
)
983-0903
(Registrant’s telephone number, including area code)
Not Applicable
(Former name or former address, if changed since last report)
 
 
Check the appropriate box below if the Form
8-K
filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
 
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
 
Soliciting material pursuant to Rule
14a-12
under the Exchange Act (17 CFR
240.14a-12)
 
Pre-commencement
communications pursuant to Rule
14d-2(b)
under the Exchange Act (17 CFR
240.14d-2(b))
 
Pre-commencement
communications pursuant to Rule
13e-4(c)
under the Exchange Act (17 CFR
240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
 
Title of each class
 
Trading
Symbol(s)
 
Name of each exchange
on which registered
Common Units of Beneficial Interest
  UUP   NYSE Arca, Inc
Common Units of Beneficial Interest   UDN   NYSE Arca, Inc
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule
12b-2
of the Securities Exchange Act of 1934
(§240.12b-2
of this chapter).
 
Emerging growth company
 
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to section 13(a) of the Exchange Act.
 
 
 

Item 5.02  Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.
(d)
On July 31, 2026, the Board of Managers of Invesco Capital Management LLC (the “Managing Owner”), the managing owner of the Invesco DB US Dollar Index Trust and each of its underlying series, Invesco DB US Dollar Index Bearish Fund and Invesco DB US Dollar Index Bullish Fund (collectively, the “Funds”), appointed Mr. Matthew Casaccia to serve on the Board of Managers of the Managing Owner, effective as of the close of business on August 3, 2026 (the “Effective Date”). Mr. Casaccia will also serve as a member of the Audit Committee of the Board of Managers. Mr. Casaccia will replace Mr. Jordan Krugman, who, as previously disclosed, gave notice of his resignation from the Board of Managers of the Managing Owner as of the Effective Date.
There are no arrangements or understandings between Mr. Casaccia and any other person pursuant to which Mr. Casaccia was appointed to serve on the Board of Managers of the Managing Owner. There are no transactions or proposed transactions between Mr. Casaccia and the Invesco DB US Dollar Index Trust or the Funds, that would be required to be reported under Item 404(a) of Regulation
S-K.
Matthew Casaccia
(43) is Senior Director of Financial Planning and Analysis for Investments (since December 2023) and Global Product (since March 2025) with Invesco Ltd, a global investment management company affiliated with the Managing Owner. In this capacity, Mr. Casaccia is responsible for general management support, in addition to executing on various strategic initiatives and overseeing the financial framework for these business units. He also has served as a member of the Board of Managers of the Managing Owner since August 2026. Prior to these roles, Mr. Casaccia served as Senior Manager, Financial Planning and Analysis for Wealth Management Intermediaries, which is the distribution organization with Invesco Ltd, since May 2019. Overall, he has spent the last 17 years with Invesco Ltd with experience in finance, distribution and the North American transfer agency. Mr. Casaccia holds a BS in Business Administration from Stephen F. Austin State University. Mr. Casaccia’s application as a principal of the Managing Owner is being prepared for submission.
 

SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
 
Invesco DB US Dollar Index Trust
     By:  
Invesco Capital Management LLC,
its Managing Owner
    By:  
/s/ Adam Henkel
      Name: Adam Henkel
      Date: August 3, 2026
      Title: Secretary
 
Invesco DB US Dollar Index Bullish Fund, a series of Invesco DB US Dollar Index Trust
     By:  
Invesco Capital Management LLC,
its Managing Owner
    By:  
/s/ Adam Henkel
      Name: Adam Henkel
      Date: August 3, 2026
      Title: Secretary
 
Invesco DB US Dollar Index Bearish Fund, a series of Invesco DB US Dollar Index Trust
     By:  
Invesco Capital Management LLC,
its Managing Owner
    By:  
/s/ Adam Henkel
      Name: Adam Henkel
      Date: August 3, 2026
      Title: Secretary

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