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

13F Institutional Holders and Ownership History from Q3 2017 to Q4 2025

Type / Class
Equity / Invesco US Dollar Index Bullish Fund
Symbol
UUP on NYSE
Shares outstanding
14,597,655
Price per share
$27.03
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
3,419,749
Total reported value
$94,067,764
% of total 13F portfolios
0%
Share change
-704,430
Value change
-$18,863,918
Number of holders
64
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 64 institutional investors reported holding 3,419,749 shares of Invesco DB US Dollar Index Bullish Fund - Invesco US Dollar Index Bullish Fund (UUP). This represents 23% of the company’s total 14,597,655 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Invesco DB US Dollar Index Bullish Fund - Invesco US Dollar Index Bullish Fund (UUP) together control 22% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
MORGAN STANLEY 8.5% 1,234,836 +24% 0% $33,970,338
EXCHANGE TRADED CONCEPTS, LLC 1.5% 213,095 -17% 0.06% $5,862,243
AMERIPRISE FINANCIAL INC 1.3% 193,538 -5.5% 0% $5,324,240
Western Standard LLC 1.3% 185,453 0% 2.7% $5,101,812
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1.1% 154,873 -37% 0.01% $4,260,556
OSAIC HOLDINGS, INC. 0.88% 128,346 +142% 0% $3,520,088
GOLDMAN SACHS GROUP INC 0.79% 115,694 +637% 0% $3,182,742
Cetera Investment Advisers 0.78% 113,239 +11% 0% $3,115,214
JPMORGAN CHASE & CO 0.76% 111,148 +73% 0% $3,057,681
BNP PARIBAS FINANCIAL MARKETS 0.63% 92,266 0% 0% $2,538,238
RAFFLES ASSOCIATES LP 0.58% 85,000 -47% 2.2% $2,338,350
Baird Financial Group, Inc. 0.47% 68,029 -44% 0% $1,871,478
UBS Group AG 0.46% 66,588 +510% 0% $1,831,836
Pettinga Financial Advisors LLC 0.45% 66,120 +15% 0.35% $1,818,962
GUARDIAN WEALTH ADVISORS, LLC / NC 0.33% 48,683 0.09% $1,339,269
WELLS FARGO & COMPANY/MN 0.26% 37,450 -26% 0% $1,030,241
Davies Financial Advisors, Inc. 0.25% 37,086 -8.6% 0.83% $1,020,236
Focus Partners Wealth 0.25% 36,420 +5.8% 0% $1,001,914
FLOW TRADERS U.S. LLC 0.22% 32,482 -77% 0.04% $894,000
Allie Family Office LLC 0.2% 29,128 0% 0.39% $801,311
Cambridge Investment Research Advisors, Inc. 0.2% 29,008 -38% 0% $798,000
Global Retirement Partners, LLC 0.19% 28,334 +21204% 0.02% $779,459
LPL Financial LLC 0.19% 27,523 -77% 0% $757,144
ENVESTNET ASSET MANAGEMENT INC 0.18% 26,779 -21% 0% $736,687
TWO SIGMA SECURITIES, LLC 0.14% 20,531 -33% 0.08% $564,808

Institutional Holders of Invesco DB US Dollar Index Bullish Fund - Invesco US Dollar Index Bullish Fund (UUP) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 60,132 $1,625,368 +$1,339,347 $27.03 3
2025 Q3 3,419,749 $94,067,764 -$18,863,918 $27.51 64
2025 Q2 4,171,189 $112,121,406 -$96,851,597 $26.88 78
2025 Q1 7,732,870 $220,686,145 -$64,864,755 $28.54 74
2024 Q4 9,603,967 $282,524,587 -$3,827,971 $29.42 81
2024 Q3 9,584,185 $270,135,459 -$7,118,924 $28.18 68
2024 Q2 10,316,671 $300,503,441 +$63,022,439 $29.13 90
2024 Q1 7,934,073 $225,113,623 -$45,420,875 $28.37 83
2023 Q4 93,547 $2,534,191 -$11,083,034 $27.09 3
2023 Q3 12,813,176 $379,319,804 -$64,554,016 $29.73 89
2023 Q2 14,770,830 $419,321,290 -$290,633,691 $28.38 93
2023 Q1 25,571,996 $711,297,186 -$202,466,586 $27.88 135
2022 Q4 32,201,222 $894,011,780 -$215,425,622 $27.81 174
2022 Q3 38,441,062 $1,155,928,057 +$67,117,766 $30.15 167
2022 Q2 37,648,095 $1,052,937,683 +$548,507,172 $27.96 143
2022 Q1 17,531,238 $460,978,606 +$147,963,685 $26.30 107
2021 Q4 11,557,937 $296,244,934 +$18,927,618 $25.63 80
2021 Q3 7,993,207 $202,376,229 +$9,854,288 $25.31 58
2021 Q2 7,615,510 $189,100,371 +$22,943,706 $24.83 66
2021 Q1 6,664,359 $167,388,468 +$2,403,147 $25.12 63
2020 Q4 6,751,973 $163,690,326 -$314,187,638 $24.24 63
2020 Q3 19,480,726 $493,963,853 +$251,889,641 $25.35 73
2020 Q2 9,616,740 $253,242,724 -$448,865,188 $26.32 63
2020 Q1 26,199,115 $703,808,807 +$606,326,432 $26.83 90
2019 Q4 3,921,173 $101,845,868 -$54,986,136 $25.97 53
2019 Q3 5,808,181 $157,415,750 -$22,902,810 $27.10 57
2019 Q2 6,652,993 $173,507,593 +$22,458,481 $25.97 54
2019 Q1 5,833,141 $151,831,655 -$28,795,890 $26.03 70
2018 Q4 6,967,204 $177,328,061 +$9,964,500 $25.45 73
2018 Q3 6,568,992 $165,940,495 +$14,338,645 $25.26 63
2018 Q2 5,956,140 $148,556,520 +$146,858,495 $24.94 64
2017 Q4 0 $0 -$11,244 $27.03 0
2017 Q3 465 $11,244 +$11,244 $24.18 1