UDN Institutional Ownership & Shareholders
INVESCO DB US DOLLAR INDEX B (UDN) is currently held by 31 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $19.40M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Gfs Advisors, Llc is currently the largest disclosed institutional shareholder of UDN tracked by InsiderSet, reporting ownership valued at approximately $2.99M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $4.32M, representing an estimated gain of +44.25% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% of the total disclosed UDN value among the investors covered in this analysis. Major shareholders include Gfs Advisors, Llc, Bank Of America Corp, Jane Street Group, Llc, and several other long-term asset managers with concentrated positions in INVESCO DB US DOLLAR INDEX B (UDN).
This page ranks the largest institutional UDN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
31
Total Reported Value
$19.40M
Largest Holder
Gfs Advisors, Llc
Largest Position
$2.99M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
48
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Gfs Advisors, Llc | 0.32% | 242,200 | $2,993,732 | $4,318,426 | +$1,324,694 | +44.25% | |
| Bank Of America Corp | 0.00% | 131,884 | $2,355,452 | $2,351,492 | -$3,960 | -0.17% | |
| Jane Street Group, Llc | 0.00% | 126,319 | $2,256,057 | $2,252,268 | -$3,789 | -0.17% | |
| L1 Global Manager Pty Ltd | 1.59% | 110,000 | $1,964,600 | $1,961,300 | -$3,300 | -0.17% | |
| Ubs Group Ag | 0.00% | 85,462 | $1,526,351 | $1,523,787 | -$2,564 | -0.17% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.15% | 76,428 | $1,365,000 | $1,362,711 | -$2,289 | -0.17% | |
| Flow Traders U.S. Llc | 0.04% | 48,396 | $864,000 | $862,901 | -$1,099 | -0.13% | |
| Bnp Paribas Financial Markets | 0.00% | 44,135 | $788,251 | $786,927 | -$1,324 | -0.17% | |
| Raymond James Financial Inc | 0.00% | 30,667 | $547,712 | $546,793 | -$919 | -0.17% | |
| Advisory Services Network, Llc | 0.01% | 25,390 | $453,465 | $452,704 | -$761 | -0.17% | |
| Bull Harbor Capital Llc | 0.08% | 23,827 | $425,550 | $424,835 | -$715 | -0.17% | |
| Lido Advisors, Llc | 0.00% | 21,518 | $384,314 | $383,666 | -$648 | -0.17% | |
| Morgan Stanley | 0.00% | 16,496 | $294,633 | $294,124 | -$509 | -0.17% | |
| Lpl Financial Llc | 0.00% | 16,402 | $292,940 | $292,448 | -$492 | -0.17% | |
| Maltin Wealth Management, Inc. | 0.09% | 14,950 | $267,456 | $266,559 | -$898 | -0.34% | |
| Capstone Wealth Management Group Llc | 0.15% | 13,936 | $250,848 | $248,479 | -$2,369 | -0.94% | |
| Group One Trading Llc | 0.01% | 13,106 | $234,073 | $233,680 | -$393 | -0.17% | |
| Simplex Trading, Llc | 0.01% | 12,600 | $225,036 | $224,658 | -$378 | -0.17% | |
| Sowell Financial Services Llc | 0.01% | 12,207 | $218,387 | $217,651 | -$736 | -0.34% | |
| Royal Bank Of Canada | 0.00% | 5,818 | $104,000 | $103,735 | -$265 | -0.25% | |
| Legacy Bridge, Llc | 0.02% | 3,450 | $61,721 | $61,513 | -$208 | -0.34% | |
| Delos Wealth Advisors, Llc | 0.03% | 3,140 | $56,081 | $55,986 | -$95 | -0.17% | |
| Osaic Holdings, Inc. | 0.00% | 2,811 | $50,204 | $50,120 | -$84 | -0.17% | |
| Strategic Investment Solutions, Inc. | 0.01% | 2,750 | $49,115 | $49,032 | -$83 | -0.17% | |
| Farther Finance Advisors, Llc | 0.00% | 1,359 | $24,313 | $24,231 | -$82 | -0.34% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 241 | $4,304 | $4,297 | -$7 | -0.16% | |
| Atlantic Union Bankshares Corp | 0.00% | 100 | $1,786 | $1,783 | -$3 | -0.17% | |
| Blue Trust, Inc. | 0.00% | 75 | $1,342 | $1,337 | -$5 | -0.35% | |
| Cwm, Llc | 0.00% | 50 | $900 | $891 | -$9 | -0.94% | |
| Jpmorgan Chase & Co | 0.00% | 4 | $72 | $71 | -$1 | -0.94% | |
| Harbour Investments, Inc. | 0.00% | 2 | $36 | $36 | -$0 | -0.94% |
Frequently asked questions about UDN
Who are the largest institutional holders of UDN?
The largest institutional holders of UDN reported in the latest SEC Form 13F filings include Gfs Advisors, Llc, Bank Of America Corp, Jane Street Group, Llc, L1 Global Manager Pty Ltd, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported UDN position.
What is UDN institutional ownership?
This page tracks UDN positions reported by institutional investment managers through SEC Form 13F. INVESCO DB US DOLLAR INDEX B (UDN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UDN?
InsiderSet currently tracks 31 institutional managers reporting UDN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of UDN shareholders.
How much UDN stock do institutions own?
Institutional investment managers disclosed approximately $19.40M in UDN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UDN institutional ownership last updated?
The latest UDN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional UDN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its UDN position after the reporting date.
Are institutions buying or selling UDN?
Institutional buying and selling can be analyzed by comparing UDN positions across consecutive 13F reporting periods. InsiderSet's UDN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UDN ownership changes.
How has UDN institutional ownership changed over time?
InsiderSet tracks UDN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.