Who owns Invesco DB US Dollar Index Bearish Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of UDN from SEC Form 13F filings across 31 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 31 institutions disclosed 1.4M shares of Invesco DB US Dollar Index Bearish Fund worth $29.1M — about 23.1% of shares outstanding; the largest disclosed holder is HighTower Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
31
13F holders
$29.1M
value, 2026 filers
23.1%
of shares outstanding (1.4M sh)
6
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of UDN's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 600,923 | $10.7M | 0.0% | 9.7% | +1.6% |
| 2 | BANK OF AMERICA CORP /DE/ | 131,884 | $2.4M | 0.0% | 2.1% | -12.5% |
| 3 | JANE STREET GROUP, LLC | 126,319 | $2.3M | 0.0% | 2% | -28.2% |
| 4 | L1 Global Manager Pty Ltd | 110,000 | $2.0M | 1.4% | 1.8% | 0.0% |
| 5 | UBS Group AG | 85,462 | $1.5M | 0.0% | 1.4% | -39.9% |
| 6 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 76,428 | $1.4M | 0.2% | 1.2% | +14.1% |
| 7 | FLOW TRADERS U.S. LLC | 48,396 | $864 | 0.0% | 0.8% | +24.5% |
| 8 | BNP PARIBAS FINANCIAL MARKETS | 44,135 | $788,251 | 0.0% | 0.7% | +722.3% |
| 9 | RAYMOND JAMES FINANCIAL INC | 30,667 | $547,712 | 0.0% | 0.5% | -46.6% |
| 10 | Advisory Services Network, LLC | 25,390 | $453,465 | 0.0% | 0.4% | 0.0% |
| 11 | Bull Harbor Capital LLC | 23,827 | $425,550 | 0.1% | 0.4% | +19.5% |
| 12 | Lido Advisors, LLC | 21,518 | $384,314 | 0.0% | 0.3% | -1.4% |
| 13 | MORGAN STANLEY | 16,496 | $294,633 | 0.0% | 0.3% | -17.3% |
| 14 | LPL Financial LLC | 16,402 | $292,940 | 0.0% | 0.3% | -50.1% |
| 15 | Maltin Wealth Management, Inc. | 14,950 | $267,007 | 0.1% | 0.2% | 0.0% |
| 16 | Capstone Wealth Management Group, Inc.NEW | 13,936 | $248,897 | 0.1% | 0.2% | new |
| 17 | GROUP ONE TRADING LLCNEW | 13,106 | $234,073 | 0.0% | 0.2% | new |
| 18 | SIMPLEX TRADING, LLC | 12,600 | $225,036 | 0.0% | 0.2% | -58.7% |
| 19 | ROYAL BANK OF CANADA | 5,818 | $104,000 | 0.0% | 0.1% | -4.1% |
| 20 | Legacy Bridge, LLC | 4,250 | $75,905 | 0.0% | 0.1% | 0.0% |
| 21 | Delos Wealth Advisors, LLC | 3,140 | $56,081 | 0.0% | 0.1% | 0.0% |
| 22 | OSAIC HOLDINGS, INC. | 2,811 | $50,204 | 0.0% | 0% | -46.7% |
| 23 | Strategic Investment Solutions, Inc. /IL | 2,750 | $49,115 | 0.0% | 0% | +12.2% |
| 24 | Integrated Wealth Concepts LLCNEW | 1,088 | $19,432 | 0.0% | 0% | new |
| 25 | Farther Finance Advisors, LLC | 525 | $9,377 | 0.0% | 0% | -53.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.