Invesco DB US Dollar Index BUDNETF

13F holders, Q3 2024 (September 30)
24holders
4new positions
4sold out
1famous investor
$18.91avg. 13F price*

At the end of Q3 2024, 24 institutions reported holding Invesco DB US Dollar Index B (UDN) in their 13F filings, unchanged from Q2 2024. 4 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($6.7M), Jane Street Group, LLC ($4.3M) and Sowell Financial Services LLC ($2.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Invesco DB US Dollar Index B
CUSIP
46141D104
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 22Q1 2024Q2 2024: 24Q2 2024Q3 2024: 24Q3 2024Q4 2024: 22Q4 2024Q1 2025: 25Q1 2025Q2 2025: 28Q2 2025Q3 2025: 30Q3 2025Q4 2025: 33Q4 2025Q1 2026: 37Q1 2026Q2 2026: 30Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions4$7.9M
Exits4$1.4M

All 13F filers, Q2 2024 → Q3 2024: 510,009 shares bought and 161,942 shares sold, net +348,067 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 24 holders

LPL Financial LLC 0.00% New 352,867 $6.7M
Jane Street Group, LLC 0.01% Add +19.8% 225,743 $4.3M
Sowell Financial Services LLC 0.11% Add +27.2% 130,005 $2.5M
Delos Wealth Advisors, LLC 0.84% Add +2.6% 50,626 $959K
Capasso Planning Partners LLC 0.23% New 40,852 $774K
Bank of America Corp. 0.00% Add +17.4% 32,231 $610K
GTS Securities LLC 0.01% Add +123.2% 25,886 $490K
Advisory Services Network, LLC 0.01% No change 25,681 $460K
Cutter & CO Brokerage, Inc. 0.07% Reduce -1.2% 16,725 $317K
Susquehanna International Group, LLP 0.00% Reduce -83.5% 15,825 $300K
Morgan Stanley 0.00% Add +3.3% 14,836 $281K
Pine Valley Investments Ltd Liability Co 0.02% Reduce -4.0% 14,398 $273K
Wolverine Trading, LLC 0.01% New 12,515 $238K
Prospera Financial Services Inc 0.01% No change 11,100 $210K
Commonwealth Equity Services, LLC 0.00% New 10,280 $195K
Citadel Advisors 0.00% Add +3454.2% 6,824 $129K
Osaic Holdings, Inc. 0.00% Reduce -4.1% 5,294 $100K
Spire Wealth Management 0.00% Add +0.0% 4,897 $93K
Group One Trading LLC 0.00% Reduce -55.9% 3,475 $66K
UBS Group AG 0.00% Add +970.9% 1,103 $21K
Clear Point Advisors Inc. 0.01% No change 586 $11K
Rise Advisors, LLC 0.00% Reduce -45.2% 272 $5K
Blue Trust, Inc. 0.00% No change 75 $1K
Cwm, LLC 0.00% No change 50 $1K

"% of holder's portfolio" is UDN's weight in each manager's 13F, not the share of Invesco DB US Dollar Index B the manager owns.