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
↑ +9
Streak
1Q ▲
Buyers last Q
63%

Smart Money Signals — UUP

Based on 73 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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.
🔻

Below peak — only 60% of 3.0Y high

60% of all-time peak
Only 73 funds hold UUP today versus a peak of 122 funds at 2023 Q1 — just 60% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
〰️

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 (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 63% buying

47 buying28 selling
Last quarter: 47 funds were net buyers (21 opened a brand new position + 26 added to an existing one). Only 28 were sellers (16 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new UUP position: 19 → 19 → 11 → 21. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 22% medium ■ 22% new
41 out of 73 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.
📊

Peak discovery — momentum slowing

26 → 19 → 19 → 11 → 21 new funds/Q
New funds entering each quarter: 19 → 19 → 11 → 21. UUP is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 5% 1-2yr ■ 27% new
Of 77 current holders: 52 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
12 of 73 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
1.5
out of 10
Low Exit Risk
Exit risk score 1.5/10 — 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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 0 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: UUP
2026 Q1 Stats Unlock in 14 days 77 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 77 69 11.59%
13F Shares 5M 4M 19.77%
Total Value $145M $124M 16.59%
New Positions 21 11 +10
Increased Positions 32 27 +5
Closed Positions 13 21 -8
Reduced Positions 21 31 -10
Total Calls 2 3 -33.33%
Total Puts 3 4 -25.0%
PUT/CALL Ratio 1.5 1.33 Bearish

Statistics: UUP

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
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Institutional Holders (2026 Q1)

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.

Top 25 institutional holders of UUP — 2025 Q4 · 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 Sollinda Capital Management LLC 1.15% 170,038 $4.7M
5 ABLE Financial Group, LLC 0.91% 167,696 $4.7M
6 Intrua Financial, LLC 0.70% 243,172 $6.8M
7 Pettinga Financial Advisors LLC 0.60% 114,675 $3.2M
8 CCG WEALTH MANAGEMENT, LLC 0.24% 31,375 $872K
9 MONEY CONCEPTS CAPITAL CORP 0.10% 66,257 $1.8M
10 B. Riley Wealth Advisors, Inc. 0.09% 52,420 $1.5M
11 Cornerstone Wealth Management, LLC 0.09% 61,641 $1.7M
12 Mutual Advisors, LLC 0.07% 118,084 $3.3M
13 Narus Financial Partners, LLC 0.07% 8,939 $248K
14 Luminist Capital LLC 0.06% 1,597 $44K
15 4Thought Financial Group Inc. 0.03% 2,378 $66K
16 EXCHANGE TRADED CONCEPTS, LLC 0.03% 160,310 $4.5M
17 PRIVATE TRUST CO NA 0.03% 11,593 $322K
18 Quest 10 Wealth Builders, Inc. 0.02% 1,007 $28K
19 Farther Finance Advisors, LLC 0.01% 52,413 $1.5M
20 HIGHLINE WEALTH PARTNERS LLC 0.01% 1,000 $28K
21 PARK AVENUE SECURITIES LLC 0.01% 23,868 —
22 IMC-Chicago, LLC 0.00% 314,724 $8.7M
23 LPL Financial LLC 0.00% 268,035 $7.4M
24 Cambridge Investment Research Advisors, Inc. 0.00% 25,690 —
25 Provenance Wealth Advisors, LLC 0.00% 568 $16K
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

More buyers than sellers — 63% buying: Last quarter: 47 funds were net buyers (21 opened a brand new position + 26 added to an existing one). Only 28 were sellers (16 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for UUP holders?

Strong quality — 31% AUM from major funds: 12 of 73 holders rank in the top 100 by AUM, accounting for 31% 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?

56% of holders stayed for 2+ years: 41 out of 73 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.