INVESCO DB US DOLLAR INDEX B (UUP) Institutional Ownership Changes & 13F Activity
INVESCO DB US DOLLAR INDEX B (UUP). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Tidal Investments Llc, Potomac Fund Management Inc, Empowered Funds, Llc, Hrt Financial Lp, and Morgan Stanley.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Allie Family Office Llc | Sell | -28,504 | -97.9% | 624 | $360.16K | Q1 2026 | Sep 01, 2026 |
| Wells Fargo & Company/Mn | Sell | -20,928 | -32.6% | 43,253 | $1.20M | Q1 2026 | Jul 08, 2026 |
| Western Wealth Management, Llc | Buy | +2,200 | — | 2,200 | $61.12K | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Buy | +32,366 | +13.6% | 270,479 | $7.51M | Q1 2026 | May 18, 2026 |
| Newedge Advisors, Llc | Buy | +18,787 | — | 18,787 | $18.79K | Q1 2026 | May 18, 2026 |
| Tidal Investments Llc | Buy | +1,575,405 | — | 1,575,405 | $43.76M | Q1 2026 | May 15, 2026 |
| Empowered Funds, Llc | Buy | +489,634 | — | 489,634 | $13.60M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +190,326 | +31.3% | 798,024 | $22.17M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +139,147 | +117.9% | 257,205 | $7.15M | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +117,846 | — | 117,846 | $3.27M | Q1 2026 | May 15, 2026 |
| Basso Capital Management, L.P. | Buy | +94,850 | — | 94,850 | $2.63M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -81,409 | -58.1% | 58,649 | $1.63M | Q1 2026 | May 15, 2026 |
| Us Bancorp \De\ | Buy | +60,801 | — | 60,801 | $1.69M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Sell | -31,831 | -29.4% | 76,374 | $2.12M | Q1 2026 | May 15, 2026 |
| Larson Financial Group Llc | Buy | +13,401 | — | 13,401 | $372.28K | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Sell | -8,822 | -94.1% | 552 | $15.33K | Q1 2026 | May 15, 2026 |
| Guardian Wealth Advisors, Llc / Nc | Buy | +2,007 | +3.9% | 53,704 | $1.49M | Q1 2026 | May 15, 2026 |
| &Partners | Sell | -1,534 | -10.6% | 12,901 | $358.38K | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | Sell | -695 | -1.7% | 39,507 | $1.10M | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +325 | +3.0% | 11,330 | $314.74K | Q1 2026 | May 15, 2026 |
| National Bank Of Canada | Buy | +288 | — | 288 | $8.00K | Q1 2026 | May 15, 2026 |
| Potomac Fund Management Inc | Buy | +1,007,882 | — | 1,007,882 | $28.00M | Q1 2026 | May 14, 2026 |
| Hrt Financial Lp | Buy | +316,304 | +1169.9% | 343,340 | $9.54M | Q1 2026 | May 14, 2026 |
| Raymond James Financial Inc | Buy | +92,550 | +93.6% | 191,449 | $5.32M | Q1 2026 | May 14, 2026 |
| Simplex Trading, Llc | Buy | +17,077 | — | 17,077 | $474.40K | Q1 2026 | May 14, 2026 |
| Axim Planning & Wealth | Buy | +8,721 | — | 8,721 | $242.27K | Q1 2026 | May 14, 2026 |
| Eversource Wealth Advisors, Llc | Sell | -7,824 | -99.5% | 39 | $6.40K | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | Buy | +1,683 | +2.4% | 73,295 | $2.04M | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | Buy | +36,909 | +34.5% | 144,023 | $4.00M | Q1 2026 | May 13, 2026 |
| Kovack Advisors, Inc. | Buy | +35,026 | +123.7% | 63,342 | $1.76M | Q1 2026 | May 13, 2026 |
Frequently asked questions about UUP activity
Which institutional owners are buying UUP?
Institutional owners buying UUP include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in UUP activity?
"Buy" means an investor increased their reported position in UUP compared to the prior reporting period. This reflects growing exposure to INVESCO DB US DOLLAR INDEX B (UUP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in UUP increasing?
Institutional interest in UUP can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.