UUP vs CPER overlap
41 institutions report holding both UUP and CPER.
UUPCPER
Pick 2 to 4 ETFs.
We don’t have holdings for UUP, CPER. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
41
institutions report holding both, of 181 holding any
UUP59.4% of its 13F dollars, 54.0% of its 76 holders
CPER67.2% of its 13F dollars, 28.1% of its 146 holders
Largest institutions holding both
| Firm | UUP | CPER |
|---|---|---|
| Susquehanna International Group, LLP | $8.7M | $46.3M |
| Morgan Stanley | $29.8M | $3.8M |
| Tidal Investments LLC | $26.4M | $254K |
| UBS Group AG | $2.6M | $16.8M |
| Ameriprise Financial Inc. | $6.3M | $9.9M |
| Royal Bank of Canada | $2.3M | $12.7M |
| Citadel Advisors LLC | $11.8M | $966K |
| HRT Financial LP | $10.2M | $1.7M |
| LPL Financial LLC | $1.4M | $9.7M |
| Bank of America Corp. | $1.3M | $5.8M |
| Cetera Investment Advisers | $4.6M | $2.0M |
| Goldman Sachs Group Inc. | $3.3M | $2.5M |
| Pettinga Financial Advisors LLC | $3.9M | $619K |
| Osaic Holdings, Inc. | $1.8M | $2.7M |
| Envestnet Asset Management Inc. | $1.8M | $2.5M |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: UUP institutional holders, CPER institutional holders.
Frequently asked questions
Do institutions hold both UUP and CPER?
41 Form 13F filers report positions in both, out of 181 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.