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Funds Holding UUP

On this page, we present all of the funds holding UUP from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding UUP, with a link to that fund's top holdings. The next columns indicate the amount of UUP stock held by each of the funds holding UUP, followed by the UUP position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 91 funds holding UUP within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding UUP), click the fund name in the "Holder" column of the funds-holding-UUP table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley4,413,913$119,573 12/31/2023
     UUP4,413,913$119,573 12/31/2023
Jane Street Group LLC $39,539 12/31/2023
     UUP1,461,026$39,579 12/31/2023
     Put177,600$4,320 12/31/2023
     Call173,300$4,280 12/31/2023
Susquehanna International Group LLP $28,719 12/31/2023
     Call920,200$24,928 12/31/2023
     UUP267,032$7,234 12/31/2023
     Put127,100$3,443 12/31/2023
Fortis Group Advisors LLC850,844$23,722 12/31/2023
     UUP850,844$23,722 12/31/2023
Exchange Traded Concepts LLC430,508$12,214 03/31/2024
     UUP430,508$12,214 03/31/2024
Ameriprise Financial Inc.337,007$9,129 12/31/2023
     UUP337,007$9,129 12/31/2023
Bank of America Corp DE274,415$7,434 12/31/2023
     UUP274,415$7,434 12/31/2023
LPL Financial LLC224,449$6,080 12/31/2023
     UUP224,449$6,080 12/31/2023
Compton Financial Group LLC208,713$5,921 03/31/2024
     UUP208,713$5,921 03/31/2024
Commonwealth Equity Services LLC206,326$5,853 03/31/2024
     UUP206,326$5,853 03/31/2024
Wells Fargo & Company MN176,443$4,780 12/31/2023
     UUP176,443$4,780 12/31/2023
Royal Bank of Canada133,343$3,612 12/31/2023
     UUP133,343$3,612 12/31/2023
Vicus Capital95,769$2,717 03/31/2024
     UUP95,769$2,717 03/31/2024
AE Wealth Management LLC81,683$2,269 12/31/2023
     UUP81,683$2,269 12/31/2023
Advisor Group Holdings Inc.74,497$2,018 12/31/2023
     UUP74,497$2,018 12/31/2023
MML Investors Services LLC74,073$2,007 12/31/2023
     UUP74,073$2,007 12/31/2023
JPMorgan Chase & Co.70,923$1,921 12/31/2023
     UUP70,923$1,921 12/31/2023
Envestnet Asset Management Inc.69,108$1,872 12/31/2023
     UUP69,108$1,872 12/31/2023
Lincoln National Corp61,532$1,667 12/31/2023
     UUP61,532$1,667 12/31/2023
Cambridge Investment Research Advisors Inc.55,261$1,568 03/31/2024
     UUP55,261$1,568 03/31/2024
UBS Group AG57,723$1,564 12/31/2023
     UUP57,723$1,564 12/31/2023
Empowered Funds LLC53,474$1,449 12/31/2023
     UUP53,474$1,449 12/31/2023
IMC Chicago LLC $1,429 03/31/2024
     UUP35,761$1,015 03/31/2024
     Call33,800$959 03/31/2024
     Put19,200$545 03/31/2024
Delos Wealth Advisors LLC51,849$1,405 12/31/2023
     UUP51,849$1,405 12/31/2023
Retirement Financial Solutions LLC43,544$1,180 12/31/2023
     UUP43,544$1,180 12/31/2023
HighTower Advisors LLC42,295$1,140 12/31/2023
     UUP42,295$1,140 12/31/2023
Qube Research & Technologies Ltd39,604$1,073 12/31/2023
     UUP39,604$1,073 12/31/2023
Park Edge Advisors LLC36,293$1,030 03/31/2024
     UUP36,293$1,030 03/31/2024
HRT Financial LP37,445$1,014 12/31/2023
     UUP37,445$1,014 12/31/2023
Janney Montgomery Scott LLC33,442$906 12/31/2023
     UUP33,442$906 12/31/2023
Cetera Advisor Networks LLC30,450$825 12/31/2023
     UUP30,450$825 12/31/2023
Dark Forest Capital Management LP23,736$643 12/31/2023
     UUP23,736$643 12/31/2023
Integrated Wealth Concepts LLC22,275$603 12/31/2023
     UUP22,275$603 12/31/2023
Citadel Advisors LLC $598 12/31/2023
     Put446,000$12,082 12/31/2023
     Call416,000$11,269 12/31/2023
     UUP52,097$1,411 12/31/2023
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors21,545$584 12/31/2023
     UUP21,545$584 12/31/2023
Belpointe Asset Management LLC21,526$583 12/31/2023
     UUP21,526$583 12/31/2023
Bank of New York Mellon Corp20,257$575 03/31/2024
     UUP20,257$575 03/31/2024
AXS Investments LLC19,740$535 12/31/2023
     UUP19,740$535 12/31/2023
Sound Income Strategies LLC17,915$508 03/31/2024
     UUP17,915$508 03/31/2024
Trademark Financial Management LLC18,539$502 12/31/2023
     UUP18,539$502 12/31/2023
Blair William & Co. IL18,334$497 12/31/2023
     UUP18,334$497 12/31/2023
U S Global Investors Inc.14,900$423 03/31/2024
     UUP14,900$423 03/31/2024
TAP Consulting LLC14,227$404 03/31/2024
     UUP14,227$404 03/31/2024
Focus Financial Network Inc.13,377$387 03/31/2024
     UUP13,377$387 03/31/2024
Mutual Advisors LLC14,005$379 12/31/2023
     UUP14,005$379 12/31/2023
Centric Wealth Management13,429$377 12/31/2023
     UUP13,429$377 12/31/2023
Advisory Services Network LLC13,502$366 12/31/2023
     UUP13,502$366 12/31/2023
Foundations Investment Advisors LLC13,217$366 12/31/2023
     UUP13,217$366 12/31/2023
Focus Financial Network Inc. ADV13,377$362 12/31/2023
     UUP13,377$362 12/31/2023
Cedar Wealth Management LLC12,732$345 12/31/2023
     UUP12,732$345 12/31/2023
Cabana LLC11,456$325 03/31/2024
     UUP11,456$325 03/31/2024
D.A. Davidson & CO.11,925$323 12/31/2023
     UUP11,925$323 12/31/2023
Diametric Capital LP11,205$304 12/31/2023
     UUP11,205$304 12/31/2023
Truist Financial Corp11,116$301 12/31/2023
     UUP11,116$301 12/31/2023
CWM LLC10,298$292 03/31/2024
     UUP10,298$292 03/31/2024
New York Life Investment Management LLC10,293$279 12/31/2023
     UUP10,293$279 12/31/2023
BCJ Capital Management LLC9,913$269 12/31/2023
     UUP9,913$269 12/31/2023
Benchmark Investment Advisors LLC9,913$269 12/31/2023
     UUP9,913$269 12/31/2023
Private Trust Co. NA9,130$259 03/31/2024
     UUP9,130$259 03/31/2024
Good Life Advisors LLC8,881$241 12/31/2023
     UUP8,881$241 12/31/2023
Knights of Columbus Asset Advisors LLC4,922$133 12/31/2023
     UUP4,922$133 12/31/2023
4Thought Financial Group Inc.3,171$90 03/31/2024
     UUP3,171$90 03/31/2024
Householder Group Estate & Retirement Specialist LLC3,007$81 12/31/2023
     UUP3,007$81 12/31/2023
Wolverine Trading LLC $63 12/31/2023
     Put120,400$3,262 12/31/2023
     Call94,000$2,546 12/31/2023
     UUP28,754$779 12/31/2023
Parallel Advisors LLC1,870$51 12/31/2023
     UUP1,870$51 12/31/2023
Sunbelt Securities Inc.1,440$41 03/31/2024
     UUP1,440$41 03/31/2024
Comerica Bank1,418$38 12/31/2023
     UUP1,418$38 12/31/2023
Salem Investment Counselors Inc.1,310$37 03/31/2024
     UUP1,310$37 03/31/2024
GWM Advisors LLC950$26 12/31/2023
     UUP950$26 12/31/2023
Coppell Advisory Solutions LLC711$19 12/31/2023
     UUP711$19 12/31/2023
Harbour Investments Inc.634$17 12/31/2023
     UUP634$17 12/31/2023
BNP Paribas Arbitrage SA628$17 12/31/2023
     UUP628$17 12/31/2023
Baystate Wealth Management LLC532$14 12/31/2023
     UUP532$14 12/31/2023
Tower Research Capital LLC TRC 426$12 12/31/2023
     UUP426$12 12/31/2023
GeoWealth Management LLC173$5 12/31/2023
     UUP173$5 12/31/2023
Global Retirement Partners LLC127$4 03/31/2024
     UUP127$4 03/31/2024
National Bank of Canada FI118$3 12/31/2023
     UUP118$3 12/31/2023
Anchor Investment Management LLC100$3 12/31/2023
     UUP100$3 12/31/2023
IFP Advisors Inc96$3 12/31/2023
     UUP96$3 12/31/2023
Cypress Capital Management LLC WY 76$2 12/31/2023
     UUP76$2 12/31/2023
Larson Financial Group LLC75$2 12/31/2023
     UUP75$2 12/31/2023
Farther Finance Advisors LLC71$2 12/31/2023
     UUP71$2 12/31/2023
Cutler Group LP5,900$0 03/31/2024
     Put5,900$0 03/31/2024
Barclays PLC2$0 12/31/2023
     UUP2$0 12/31/2023
The PNC Financial Services Group Inc.1$0 12/31/2023
     UUP1$0 12/31/2023
Proequities Inc. $0 12/31/2023
     Put0$0 12/31/2023
     UUP0$0 12/31/2023
     Call0$0 12/31/2023
HAP Trading LLC $0 12/31/2023
     Call18,400$0 12/31/2023
VisionPoint Advisory Group LLC12$0 12/31/2023
     UUP12$0 12/31/2023
Oliver Lagore Vanvalin Investment Group14$0 12/31/2023
     UUP14$0 12/31/2023
Goldman Sachs Group Inc. $-897 12/31/2023
     Put361,400$9,790 12/31/2023
     UUP328,275$8,893 12/31/2023
GTS Securities LLC $-2,641 12/31/2023
     Put185,500$5,025 12/31/2023
     Call80,100$2,170 12/31/2023
     UUP7,891$214 12/31/2023
Alphadyne Asset Management LP100$-5,383 12/31/2023
     Put210,000$5,689 12/31/2023
     UUP11,197$303 12/31/2023
     Call100$3 12/31/2023

See Summary: Institutional Holders of UUP
See Details: Top 10 Hedge Funds Holding UUP
Also See: UUP Holdings Changes

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