Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Db US Dlr Index Tr (UUP)

77 + 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
↓ -11
Streak
1Q ▼
Buyers last Q
39%

Smart Money Signals — UUP

Based on 80 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their UUP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 88% of 3.0Y peak

88% of all-time peak
80 funds currently hold this stock — 88% of the 3.0-year high of 91 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding UUP is almost the same as a year ago (+2 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🔴

Heavy selling pressure — only 39% buying

37 buying59 selling
Last quarter: 59 funds sold vs only 37 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-18 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 12 → 22 → 34 → 16. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 22% medium ■ 20% new
46 out of 80 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.
📈

Growing discovery — still being found

21 → 12 → 22 → 34 → 16 new funds/Q
New funds entering each quarter: 12 → 22 → 34 → 16. A growing number of institutions are discovering UUP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 72% veterans vs 20% newcomers

■ 72% veterans ■ 8% 1-2yr ■ 20% new
Entry-cohort mix of 85 holders: 61 (72%) are 2+ year veterans, 7 entered 1–2 years ago, and 17 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
15 of 77 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 Q2, 37 hedge funds were net buyers of UUP (16 opened a new position, 21 added to an existing one), while 59 reduced or exited (32 trimmed, 27 sold completely) — a 39% buyer ratio, indicating net institutional distribution. 32% of total institutional value in UUP is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -11 funds (more exits than new entries). Total institutional holders: 80.

What Fund Managers Are Saying About UUP

▼ 1 bearish
David Rosenberg · Rosenberg Research short 2026-09-17
Fundamentally bearish on the dollar due to central banks reducing dollar reserves, US policy isolationism, and mercantilist policy favoring a weak currency.
▶ Watch on YouTubevia Excess Returns
AI-generated paraphrases of public interviews · informational only, not investment advice · see all manager views

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: UUP
77 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 77 91 -15.38%
13F Shares 10M 23M -53.95%
Total Value $296M $626M -52.75%
New Positions 16 34 -18
Increased Positions 20 21 -1
Closed Positions 27 20 +7
Reduced Positions 31 19 +12
Total Calls 3 4 -25.0%
Total Puts 5 4 25.0%
PUT/CALL Ratio 1.67 1.0 Bearish

Statistics: UUP

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Institutional Holders (2026 Q2)

77 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Shaolin Capital Management LLC 2.31% 1,706,000 $48.5M
2 Potomac Fund Management Inc /Adv 0.75% 1,055,200 $30.0M
3 Pettinga Financial Advisors LLC 0.63% 137,690 $3.9M
4 Quantum Financial Partners LLC 0.37% 25,220 $716K
5 Axim Planning & Wealth 0.33% 8,227 $234K
6 Ccg Wealth Management, LLC 0.20% 30,395 $864K
7 City Center Advisors, LLC 0.17% 7,443 $211K
8 New York Life Investment Management LLC 0.13% 633,892 $18.0M
9 IPG Investment Advisors LLC 0.11% 26,256 $746K
10 Synergy Asset Management, LLC 0.10% 36,660 $1.0M
11 Guardian Wealth Advisors, LLC / Nc 0.09% 53,582 $1.5M
12 Cornerstone Wealth Management, LLC 0.08% 66,741 $1.9M
13 Two Sigma Securities, LLC 0.08% 31,221 $887K
14 Empowered Funds, LLC 0.06% 368,950 $10.5M
15 Delos Wealth Advisors, LLC 0.05% 3,376 $96K
16 Intrua Financial, LLC 0.05% 17,699 $503K
17 Tidal Investments LLC 0.05% 928,060 $26.4M
18 Harbour Investments, INC. 0.04% 103,204 $2.9M
19 Mutual Advisors, LLC 0.04% 67,434 $1.9M
20 Kovack Advisors, Inc. 0.04% 25,852 $737K
21 Foundations Investment Advisors, LLC 0.03% 119,686 $3.4M
22 4Thought Financial Group Inc. 0.03% 2,224 $63K
23 PFG Advisors 0.03% 18,473 $525K
24 Luminist Capital LLC 0.02% 759 $22K
25 Jefferies Financial Group Inc. 0.02% 128,368 $3.6M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their UUP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for UUP?

Heavy selling pressure — only 39% buying: Last quarter: 59 funds sold vs only 37 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for UUP holders?

Strong quality — 32% AUM from major funds: 15 of 77 holders rank in the top 100 by AUM, accounting for 32% 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?

57% of holders stayed for 2+ years: 46 out of 80 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.

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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