Invesco DB US Dollar Index BUDNETF

13F holders, Q4 2025 (December 31)
33holders +3
7new positions
4sold out
$18.24avg. 13F price*

At the end of Q4 2025, 33 institutions reported holding Invesco DB US Dollar Index B (UDN) in their 13F filings, up 3 from Q3 2025. 7 opened new positions and 4 sold out. The largest holders were HighTower Advisors, LLC ($10.6M), Bank of America Corp. ($10.2M) and Jefferies Financial Group Inc. ($4.7M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions7$5.2M
Exits4$1.7M

All 13F filers, Q3 2025 → Q4 2025: 411,453 shares bought and 714,686 shares sold, net −303,233 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 33 holders

HighTower Advisors, LLC 0.01% Add +1.9% 581,726 $10.6M
Bank of America Corp. 0.00% Add +6.9% 558,394 $10.2M
Jefferies Financial Group Inc. 0.04% Reduce -3.8% 255,811 $4.7M
GFS Advisors, LLC 0.35% New 160,000 $2.9M
Jane Street Group, LLC 0.00% Reduce -51.3% 159,520 $2.9M
UBS Group AG 0.00% Add +29.9% 140,684 $2.6M
L1 Global Manager Pty Ltd 1.31% — 110,000 $2.0M
Alliance Wealth Advisors, LLC 0.32% New 81,946 $1.5M
Morgan Stanley 0.00% Reduce -84.0% 65,996 $1.2M
Brown Brothers Harriman & Co. 0.01% No change 54,495 $994K
Raymond James Financial Inc. 0.00% Add +38.5% 54,440 $993K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.11% Add +79.8% 51,896 $947K
Susquehanna International Group, LLP 0.00% Reduce -41.0% 31,265 $570K
Advisory Services Network, LLC 0.01% No change 25,390 $463K
Prospera Financial Services Inc 0.01% Reduce -12.1% 20,800 $379K
Steward Partners Investment Advisory, LLC 0.00% New 20,331 $371K
Flow Traders U.S. LLC 0.01% New 18,957 $346K
Creative Planning 0.00% Reduce -23.6% 16,166 $295K
Capstone Wealth Management Group LLC 0.15% No change 13,936 $254K
Lido Advisors, LLC 0.00% No change 10,657 $201K
LPL Financial LLC 0.00% Reduce -81.1% 10,305 $188K
HRT Financial LP 0.00% Reduce -50.1% 10,150 $185K
Osaic Holdings, Inc. 0.00% Reduce -67.0% 9,373 $171K
Royal Bank of Canada 0.00% Add +6.4% 8,391 $153K
Group One Trading LLC 0.00% Add +358.9% 7,646 $139K
Kestra Advisory Services, LLC 0.00% New 4,831 $88K
Legacy Bridge, LLC 0.03% No change 4,250 $78K
Delos Wealth Advisors, LLC 0.04% Add +6.0% 3,085 $56K
Geneos Wealth Management Inc. 0.00% New 1,331 $24K
Smartleaf Asset Management LLC 0.00% No change 106 $2K
Blue Trust, Inc. 0.00% Reduce -57.1% 75 $1K
Arax Advisory Partners 0.00% New 56 $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.