Security Snapshot

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

CUSIP: 46141D203

13F Institutional Holders and Ownership History from Q3 2017 to Q3 2026

13F reference period

Q3 2026

Institutions Reporting

35

Shares (Excl. Options)

4.96MFull value: 4,958,944 · shares · 30 Sep 2026

Price

$28.77

The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
-466,386
Value change
-$12,738,266
Number of holders
35
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
14,597,655
SEC-reported price per share
$29.13
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • UUP - Invesco DB US Dollar Index Bullish Fund - Invesco US Dollar Index Bullish Fund is tracked under CUSIP 46141D203.
  • 35 institutions reported positions in Q3 2026.
  • Schedule 13D/13G significant owner rows are not currently available.

Change

  • Holder count moved from 74 to 35 between Q2 2026 and Q3 2026.
  • SEC-reported value moved from
    $215.18MFull value: $215,184,027 · USD · 30 Jun 2026
    to
    $142.67MFull value: $142,665,251 · USD · 30 Sep 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 35 institutions filings for Q3 2026.

Open SEC evidence

Security key

46141D203

13F reference period

Q3 2026

13F holders

35

13D/G owners

0

CIK / CUSIP context first

As of 30 Sep 2026, 35 institutional investors reported holding
4.96MFull value: 4,958,944 · shares · 30 Sep 2026
shares of Invesco DB US Dollar Index Bullish Fund - Invesco US Dollar Index Bullish Fund (UUP). This represents 34% of the company’s total
14.6MFull value: 14,597,655 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
34%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
POTOMAC FUND MANAGEMENT INC /ADV 8.6% 1,253,200 +19% 0.75% $36,054,564
Empowered Funds, LLC 7.4% 1,087,224 +195% 0.14% $31,279,434
MORGAN STANLEY 6.5% 943,059 -10% 0% $27,131,808
Sollinda Capital Management LLC 2.3% 339,539 2.2% $9,768,537
IMC-Chicago, LLC 1.6% 234,626 +673% 0.06% $6,750,190
EXCHANGE TRADED CONCEPTS, LLC 1% 152,490 +1.3% 0.02% $4,387,137
Pettinga Financial Advisors LLC 0.99% 144,940 +5.3% 0.69% $4,169,924
Intrua Financial, LLC 0.99% 144,818 +718% 0.4% $4,166,414
BNP PARIBAS FINANCIAL MARKETS 0.89% 129,785 0% $3,733,914
Cetera Investment Advisers 0.69% 100,167 -38% 0% $2,881,807
FSA Investment Group, LLC 0.56% 81,202 0.74% $2,336,182
Cornerstone Wealth Management, LLC 0.48% 70,646 +5.9% 0.09% $2,032,499
LPL Financial LLC 0.28% 41,074 -16% 0% $1,181,699
Capstone Capital Management Ltd 0.26% 37,600 0.44% $1,081,752
Capital Advisor Network LLC 0.19% 28,319 1% $814,744
Focus Partners Wealth 0.18% 26,244 +0.28% 0% $755,040
Kovack Advisors, Inc. 0.18% 25,852 0% 0.03% $748,674
IPG Investment Advisors LLC 0.17% 24,646 -6.1% 0.1% $709,065
QUANTUM FINANCIAL PARTNERS LLC 0.13% 18,830 -25% 0.28% $541,739
StoneX Group Inc. 0.1% 14,799 0.02% $416,888
US BANCORP \DE\ 0.08% 11,234 -52% 0% $323,202
Foundations Investment Advisors, LLC 0.07% 9,868 -92% 0% $283,906
City Center Advisors, LLC 0.06% 8,435 +13% 0.19% $242,675
MML INVESTORS SERVICES, LLC 0.06% 8,202 -71% 0% $235,982
Chicago Capital, LLC 0.05% 7,000 0% $201,390

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
36
Headline period
Q3 2026
Rows shown
1-25 of 36
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 4,958,944 $142,665,251 -$12,738,266 $28.77 35
2026 Q2 7,574,350 $215,184,027 -$163,392,325 $28.41 74
2026 Q1 13,563,474 $377,385,307 +$246,753,960 $27.78 88
2025 Q4 4,495,180 $121,503,895 +$31,342,394 $27.03 77
2025 Q3 3,419,749 $94,067,764 -$19,211,434 $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
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