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
$26.59
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
4,495,180
Total reported value
$121,503,895
% of total 13F portfolios
0%
Share change
+1,161,363
Value change
+$31,342,394
Number of holders
77
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 77 institutional investors reported holding 4,495,180 shares of Invesco DB US Dollar Index Bullish Fund - Invesco US Dollar Index Bullish Fund (UUP). This represents 31% 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 25% 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 4.2% 607,697 -51% 0% $16,426,051
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1.8% 269,556 +74% 0.01% $7,286,099
Intrua Financial, LLC 1.7% 253,375 +1451% 0.75% $6,848,726
BANK OF AMERICA CORP /DE/ 1.6% 238,113 +1725% 0% $6,436,195
AMERIPRISE FINANCIAL INC 1.3% 193,170 -0.19% 0% $5,221,379
EXCHANGE TRADED CONCEPTS, LLC 1.3% 185,725 -13% 0.04% $5,020,147
Western Standard LLC 1.3% 185,453 0% 2.3% $5,012,795
Jefferies Financial Group Inc. 1.1% 155,000 0.03% $4,189,650
OSAIC HOLDINGS, INC. 0.96% 140,058 +9.1% 0.01% $3,785,759
Cambridge Investment Research Advisors, Inc. 0.94% 136,891 +372% 0.01% $3,700,000
RAFFLES ASSOCIATES LP 0.86% 125,000 +47% 2.5% $3,378,750
CITADEL ADVISORS LLC 0.81% 118,058 0% $3,191,108
GOLDMAN SACHS GROUP INC 0.79% 115,694 0% 0% $3,127,209
ROYAL BANK OF CANADA 0.74% 108,205 +753% 0% $2,925,000
Cetera Investment Advisers 0.73% 107,114 -5.4% 0% $2,895,286
LPL Financial LLC 0.7% 102,574 +273% 0% $2,772,563
RAYMOND JAMES FINANCIAL INC 0.68% 98,899 +549% 0% $2,673,240
ENVESTNET ASSET MANAGEMENT INC 0.53% 77,383 +189% 0% $2,091,650
Brookstone Capital Management 0.51% 75,083 0.02% $2,029,506
Exit Wealth Advisors, LLC. 0.5% 73,603 1.2% $1,989,485
Baird Financial Group, Inc. 0.49% 71,612 +5.3% 0% $1,935,672
Pettinga Financial Advisors LLC 0.45% 66,405 +0.43% 0.34% $1,794,928
WELLS FARGO & COMPANY/MN 0.44% 64,181 +71% 0% $1,734,817
JPMORGAN CHASE & CO 0.44% 63,847 -43% 0% $1,725,784
Blue Capital, Inc. 0.42% 61,998 1.2% $1,675,806

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 4,495,180 $121,503,895 +$31,342,394 $27.03 77
2025 Q3 3,419,749 $94,067,764 -$18,863,996 $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 -$64,878,383 $28.54 74
2024 Q4 10,137,898 $298,247,104 -$3,851,767 $29.42 83
2024 Q3 9,601,652 $270,627,705 -$7,352,653 $28.18 70
2024 Q2 10,349,416 $301,457,331 +$63,226,012 $29.13 91
2024 Q1 7,959,830 $225,844,335 -$119,611,321 $28.37 84
2023 Q4 11,807,250 $320,605,883 -$43,048,034 $27.09 94
2023 Q3 13,297,450 $393,717,270 -$49,778,166 $29.73 92
2023 Q2 15,050,737 $427,265,051 -$298,886,090 $28.38 95
2023 Q1 25,628,541 $712,873,661 -$203,613,663 $27.88 137
2022 Q4 32,201,222 $894,012,323 -$210,507,318 $27.81 174
2022 Q3 38,441,062 $1,155,928,057 +$85,799,712 $30.15 167
2022 Q2 37,648,095 $1,052,937,683 +$562,041,540 $27.96 143
2022 Q1 17,706,868 $465,594,606 +$149,501,168 $26.30 109
2021 Q4 11,790,997 $302,217,934 +$24,104,961 $25.63 82
2021 Q3 8,302,954 $210,216,229 +$17,695,260 $25.31 58
2021 Q2 7,615,510 $189,100,371 +$22,909,674 $24.83 66
2021 Q1 6,665,667 $167,421,468 +$2,436,883 $25.12 63
2020 Q4 6,752,144 $163,694,326 -$314,368,570 $24.24 64
2020 Q3 19,480,726 $493,963,853 +$251,889,231 $25.35 73
2020 Q2 9,616,740 $253,242,724 -$449,596,305 $26.32 63
2020 Q1 26,199,115 $703,808,807 +$606,090,596 $26.83 90
2019 Q4 3,921,173 $101,845,868 -$54,986,145 $25.97 53
2019 Q3 5,808,181 $157,415,750 -$22,993,901 $27.10 57
2019 Q2 6,652,993 $173,507,593 +$22,306,958 $25.97 54
2019 Q1 5,833,141 $151,831,655 -$29,314,886 $26.03 70
2018 Q4 6,967,204 $177,328,061 +$10,211,296 $25.45 73
2018 Q3 6,568,992 $165,940,495 +$16,196,652 $25.26 63
2018 Q2 5,956,740 $148,571,484 +$146,873,447 $24.94 65
2017 Q4 0 $0 -$11,244 $26.59 0
2017 Q3 465 $11,244 +$11,244 $24.18 1