HighTower Advisors’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

HighTower Advisors’s Portfolio UDN Stock Details UDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$11.3M	Buy	629,324 +28,401	+5%	+$514K	0.01%	876
2026 Q2	$10.7M	Buy	600,923 +9,483	+2%	+$172K	0.01%	908
2026 Q1	$10.6M	Buy	591,440 +9,714	+2%	+$177K	0.01%	858
2025 Q4	$10.6M	Buy	581,726 +10,877	+2%	+$202K	0.01%	838
2025 Q3	$10.7M	Buy	570,849 +144,616	+34%	+$2.71M	0.01%	817
2025 Q2	$8.06M	Buy	426,233 +249,327	+141%	+$4.57M	0.01%	894
2025 Q1	$3.1M	Buy	+176,906	New	+$3.02M	﹤0.01%	1284

Other funds holding UDN

GFS Advisors Houston, Texas $933M AUM 29.26% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $898M AUM 24.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Flow Traders U.S. New York $4.12B AUM 34.04% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

HighTower Advisors's UDN Position: Q3 2026 in Review

HighTower Advisors increased its Invesco DB US Dollar Index Bearish Fund (UDN) stake by 4.7% in Q3 2026, buying an estimated $514K and bringing the position to 629,324 shares worth $11.3M. The position accounts for 0.01% of the portfolio, ranked #876.

HighTower Advisors first reported a position in UDN in Q1 2025 and has held it in 7 quarters since. 20 funds tracked by Wall St. Rank hold UDN as of Q3 2026.

HighTower Advisors held 629,324 shares of Invesco DB US Dollar Index Bearish Fund worth $11.3M as of Q3 2026.
HighTower Advisors bought 28,401 Invesco DB US Dollar Index Bearish Fund shares in Q3 2026, an estimated $514K.
Invesco DB US Dollar Index Bearish Fund made up 0.01% of HighTower Advisors's portfolio in Q3 2026, its #876 holding.
HighTower Advisors first reported a position in Invesco DB US Dollar Index Bearish Fund in Q1 2025 and has held it in 7 quarters since.
20 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.