Skip to content
Disclosery

UUP INVESCO DB US DLR INDEX TR

Follow

BULLISH FD (fund), issuer CIK 1383151

86 managers (86 13F filers) reported a position in UUP shares at 2024-12-31, 10,137,901 shares in all. 25 filers opened a position and 19 filers sold out during the quarter.

Managers
86
13F filers
86
New
25
Added
17
Reduced
23
Sold out
19
Shares held by filers
10,137,901

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
New York Life Investment Management LLCin group New York Life Investment Mana…2,219,024$65.3M0.64%-8,41213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,968,465$57.9M<0.01%-2,476,01013F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO906,035$26.7M<0.01%+902,05713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC711,624$20.9M0.03%+208,73113F-HRTimelineGroup
Foundations Investment Advisors, LLC643,993$18.9M0.37%new13F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV534,082$15.7M0.92%13F-HR/ATimeline
EXCHANGE TRADED CONCEPTS, LLC294,148$8.65M0.18%-33,11613F-HRTimeline
Intrua Financial, LLC289,228$8.51M1.38%+272,89213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC234,466$6.9M<0.01%-34,38113F-HRTimelineGroup
LPL Financial LLC217,868$6.41M<0.01%+128,27913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/200,798$5.91M<0.01%+6,23713F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS198,268$5.83M<0.01%+95,85613F-HRTimelineGroup
Western Standard LLC181,653$5.34M3.56%new13F-HRTimeline
Executive Wealth Management, LLC173,608$5.11M0.4%new13F-HRTimeline
Qube Research & Technologies Ltd168,756$4.96M0.01%+35,51813F-HRTimeline
MML INVESTORS SERVICES, LLC145,937$4.29M0.01%new13F-HRTimeline
NewEdge Advisors, LLC119,200$3.51M0.02%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN71,948$2.12M<0.01%+3,97113F-HRTimelineGroup
Trek Financial, LLC65,022$1.91M0.14%new13F-HRTimeline
Avos Capital Management, LLC63,594$1.87M1.51%13F-HRTimeline
Cetera Investment Advisers60,902$1.79M<0.01%+47,69513F-HRTimeline
WOLVERINE TRADING, LLC57,100$1.67M0.04%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA51,164$1.51M<0.01%+49,82313F-HRTimelineGroup
Cambridge Investment Research Advisors,…40,593$1.19M<0.01%-12,55313F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC34,398$1.01M<0.01%new13F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC34,005$1M0.01%new13F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC32,933$969K0.52%-9,40713F-HRTimeline
Allie Family Office LLC29,128$857K0.48%013F-HRTimeline
Pettinga Financial Advisors LLC27,350$805K0.18%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC26,763$787K<0.01%-9,41513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.26,173$770K<0.01%-79013F-HR/ATimelineGroup
Capasso Planning Partners LLC23,390$688K0.28%new13F-HRTimeline
Mutual Advisors, LLC21,430$635K0.02%new13F-HRTimeline
Centric Wealth Management21,381$629K0.17%-3,01313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,516$604K<0.01%+17,05413F-HRTimelineGroup
GROUP ONE TRADING LLC18,505$544K0.02%new13F-HR/ATimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp15,503$456K<0.01%-6,50413F-HRTimelineGroup
UBS Group AGin group UBS Group AG15,334$451K<0.01%-4,35913F-HRTimelineGroup
BLAIR WILLIAM & CO/IL14,340$422K<0.01%-2,49413F-HRTimeline
TAP Consulting, LLC14,227$419K0.09%013F-HRTimeline
Focus Financial Network, Inc.12,593$370K0.01%013F-HRTimeline
Narus Financial Partners, LLC12,333$363K0.12%new13F-HRTimeline
Integrated Wealth Concepts LLC10,774$317K<0.01%-4,71013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.10,080$297K<0.01%+6113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,375$276K<0.01%new13F-HR/ATimeline
DRIVE WEALTH MANAGEMENT, LLC8,921$262K0.06%new13F-HRTimeline
Octavia Wealth Advisors, LLC8,536$251K0.03%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,532$251K<0.01%-84,68413F-HRTimelineGroup
Kingsview Wealth Management, LLC8,194$241K<0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,330$216K<0.01%-67913F-HRTimelineGroup
Kovack Advisors, Inc.7,054$208K0.02%-15713F-HRTimeline
PRIVATE TRUST CO NA7,025$207K0.02%+3,78213F-HRTimeline
COMERICA BANK6,534$192K<0.01%new13F-HR/ATimeline
Delos Wealth Advisors, LLC3,702$109K0.09%-10413F-HRTimeline
Knights of Columbus Asset Advisors LLC3,330$98K0.01%013F-HRTimeline
4Thought Financial Group Inc.3,266$96.1K0.06%+14513F-HRTimeline
GeoWealth Management, LLC2,842$83.6K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC2,456$72.3K<0.01%-43113F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC1,778$52.3K0.04%13F-HRTimeline
Steward Partners Investment Advisory, L…1,577$46.4K<0.01%-58313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,310$38.5K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Provenance Wealth Advisors, LLC1,129$33.2K<0.01%013F-HRTimeline
Luminist Capital LLC1,070$31.5K0.05%13F-HRTimeline
Quest 10 Wealth Builders, Inc.1,007$29.6K0.03%13F-HRTimeline
CWM, LLCin group CWM, LLC545$16K<0.01%+2313F-HRTimelineGroup
GPS Wealth Strategies Group, LLC500$14.7K<0.01%+2113F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC494$14.5K0.01%new13F-HRTimeline
Parallel Advisors, LLC463$13.6K<0.01%-41713F-HRTimeline
HARBOUR INVESTMENTS, INC.422$12.4K<0.01%013F-HRTimeline
Avior Wealth Management, LLC328$9.65K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC300$8.83K<0.01%13F-HRTimeline
Householder Group Estate & Retirement S…243$7K0.01%-64413F-HRTimeline
Farther Finance Advisors, LLC177$5.21K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.159$4.67K<0.01%13F-HRTimeline
Global Retirement Partners, LLC133$3.9K<0.01%+613F-HRTimeline
MAI Capital Management120$3.53K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/118$3.47K<0.01%-3,00013F-HRTimelineGroup
Briaud Financial Planning Inc124$3K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…99$2.91K<0.01%013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC34$1K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1$1K<0.01%013F-HRTimelineGroup
Brooklyn Investment Group26$765<0.01%new13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP12$352<0.01%-113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2$58<0.01%013F-HR/ATimelineGroup
Cypress Capital Management LLC (WY)1$29<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.