Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Db US Dlr Index Tr (UUP)

91 + Investors. Track Smart Money conviction in UUP. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
2Q ▲
Buyers last Q
59%

Smart Money Signals — UUP

Based on 91 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added UUP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
91 hedge funds hold UUP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

55 buying39 selling
Last quarter: 55 funds bought or added vs 39 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new UUP position: 20 → 12 → 21 → 34. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 22% medium ■ 26% new
47 out of 91 hedge funds have held UUP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

19 → 20 → 12 → 21 → 34 new funds/Q
New funds entering each quarter: 20 → 12 → 21 → 34. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 65% veterans vs 27% newcomers

■ 65% veterans ■ 8% 1-2yr ■ 27% new
Entry-cohort mix of 97 holders: 63 (65%) are 2+ year veterans, 8 entered 1–2 years ago, and 26 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
15 of 89 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — UUP

In 2026 Q1, 55 hedge funds were net buyers of UUP (34 opened a new position, 21 added to an existing one), while 39 reduced or exited (20 trimmed, 19 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 35% of total institutional value in UUP is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 91.

Hedge Fund Ownership: UUP

How many hedge funds hold UUP — quarterly history vs. share price
Quarterly hedge fund ownership of UUP vs. share price

Market Analysis: UUP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UUP

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Invesco Db US Dlr Index Tr (UUP) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much UUP has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
UUP
+1.9%
SPY
+15.1%

UUP outperformed SPY by -13.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
UUP
+1.9%
SPY
+1.3%

Since the filing became public, UUP outperformed SPY by +0.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: UUP
91 + Investors

Track Smart Money conviction in UUP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 91 76 19.74%
13F Shares 23M 6M 302.76%
Total Value $626M $152M 312.93%
New Positions 34 21 +13
Increased Positions 21 26 -5
Closed Positions 19 12 +7
Reduced Positions 19 14 +5
Total Calls 4 2 100.0%
Total Puts 4 3 33.33%
PUT/CALL Ratio 1.0 1.5 Neutral

Statistics: UUP

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

91 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UUP. Verified SEC 13F-HR filings.

QUARTER:
Top 25 UUP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 WESPAC Advisors, LLC 3.04% 200,119 $5.6M
2 Western Standard LLC 2.71% 185,453 $5.2M
3 Davies Financial Advisors, Inc. 2.26% 8,894 $247K
4 Basso Capital Management, L.P. 1.61% 94,850 $2.6M
5 Sollinda Capital Management LLC 1.15% 170,038 $4.7M
6 Potomac Fund Management Inc /Adv 0.97% 1,007,882 $28.0M
7 ABLE Financial Group, LLC 0.91% 167,696 $4.7M
8 Intrua Financial, LLC 0.70% 243,172 $6.8M
9 Tidal Investments LLC 0.65% 11,156,300 $309.9M
10 Pettinga Financial Advisors LLC 0.60% 114,675 $3.2M
11 CVS HEALTH Corp 0.39% 30,000 $833K
12 Wakefield Asset Management LLLP 0.36% 49,206 $1.4M
13 Axim Planning & Wealth 0.29% 8,721 $242K
14 Ccg Wealth Management, LLC 0.24% 31,375 $872K
15 Money Concepts Capital Corp 0.10% 66,257 $1.8M
16 Guardian Wealth Advisors, LLC / Nc 0.09% 53,704 $1.5M
17 Kovack Advisors, Inc. 0.09% 63,342 $1.8M
18 B. Riley Wealth Advisors, Inc. 0.09% 52,420 $1.5M
19 Tidal Investments LLC 0.09% 1,575,405 $43.8M
20 Empowered Funds, LLC 0.09% 489,634 $13.6M
21 Cornerstone Wealth Management, LLC 0.09% 61,641 $1.7M
22 Mutual Advisors, LLC 0.07% 118,084 $3.3M
23 Narus Financial Partners, LLC 0.07% 8,939 $248K
24 Luminist Capital LLC 0.06% 1,597 $44K
25 Delos Wealth Advisors, LLC 0.05% 3,376 $94K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Invesco Db US Dlr Index Tr (UUP)

What does the Smart Money Trend signal show for UUP?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added UUP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for UUP?

Slight buying edge — 59% buying: Last quarter: 55 funds bought or added vs 39 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for UUP holders?

Strong quality — 35% AUM from major funds: 15 of 89 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held UUP?

52% of holders stayed for 2+ years: 47 out of 91 hedge funds have held UUP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Invesco Db US Dlr Index Tr (UUP) following the 2026 Q1 hedge fund 13F filings?

As of today, UUP has moved +1.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +0.6%. Since the quarter end (March 31, 2026), UUP has gained +1.9% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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