UDN — INVESCO DB US DOLLAR INDEX B
As of Q2 2026, 5 SEC-registered investment managers reported holding UDN (INVESCO DB US DOLLAR INDEX B) in their latest 13F filings, with a combined reported value of $7.65M across 428.45K shares. That is -16.1% by share count (-82.01K shares) versus the previous quarter, while reported value moved -16.7%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 4 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Citadel Advisors history | Q2 2026 | 194.60K | $3.48M | 0.00% | Reduce |
| Bank of America Corp history | Q2 2026 | 131.88K | $2.36M | 0.00% | Reduce |
| UBS Group AG history | Q2 2026 | 85.46K | $1.53M | 0.00% | Reduce |
| Morgan Stanley history | Q2 2026 | 16.50K | $294.63K | 0.00% | Reduce |
| Goldman Sachs Group history | Q1 2023 | 10.47K | $196.50K | 0.00% | New |
| Wells Fargo & Co history | Q1 2026 | 1.50K | $27.00K | 0.00% | New |
| JPMorgan Chase & Co history | Q2 2026 | 4 | $72 | 0.00% | New |
| Fidelity Management & Research (FMR) history | Q4 2023 | 1 | $18 | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 4 sh · $72
Fully Exited (vs previous quarter)
- Wells Fargo & Co sold 1.50K sh · $27.00K
Fund Position History — shares by quarter (top 8 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Citadel Advisors | 14.50K | 14.40K | 10.30K | 30.80K | 63.20K | 151.30K | 68.99K | 21.94K | 61.70K | 53.26K | 10.00K | 19.79K | 61.72K | 117.59K | 172.57K | 376.33K | 210.90K | 221.00K | 196.10K | 194.60K |
| Bank of America Corp | 10.50K | 5.90K | 9.22K | 8.64K | 69.18K | 174.18K | 45.53K | 29.27K | 25.25K | 24.41K | 29.83K | 27.45K | 32.23K | 29.42K | 105.88K | 396.47K | 522.46K | 558.39K | 150.64K | 131.88K |
| UBS Group AG | 26.06K | 24.17K | 1.94K | 2.00K | 1.00K | 13.44K | 1.09K | 1.76K | 2.05K | 408 | 432 | 103 | 1.10K | 3.12K | 12.95K | 61.30K | 108.31K | 140.68K | 142.27K | 85.46K |
| Morgan Stanley | 111.22K | 48.96K | 41.15K | 352.93K | 55.41K | 141.26K | 71.12K | 46.78K | 46.88K | 41.40K | 13.66K | 14.37K | 14.84K | 6.62K | 272.18K | 388.01K | 411.59K | 66.00K | 19.95K | 16.50K |
| JPMorgan Chase & Co | 5.35K | — | — | 100 | 25 | — | — | — | — | 433 | 288 | — | — | — | — | — | — | — | — | 4 |
| Wells Fargo & Co | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.50K | — |
| Fidelity Management & Research (FMR) | 4 | — | — | — | — | — | — | — | — | 1 | — | — | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | 9.99K | — | — | — | — | — | 10.47K | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details