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Invesco DB US Dollar Index Bearish Fund (UDN) Institutional Ownership

Invesco DB US Dollar Index Bearish Fund logo
$18.83 -0.01 (-0.05%)
Closing price 04:10 PM Eastern
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$18.93 +0.10 (+0.55%)
As of 06:19 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco DB US Dollar Index Bearish Fund (NYSEARCA:UDN)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$18.09M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$7.17M
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UDN Institutional Buying and Selling by Quarter

Invesco DB US Dollar Index Bearish Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.35,427$670K0.0%+35,327.0%0.435%
8/19/2025 Delos Wealth Advisors LLC2,207$42K0.0%N/A0.027%
8/15/2025 Bank of America Corp DE396,474$7.50M0.0%+274.4%4.865%
8/14/2025 Raymond James Financial Inc.11,335$214K0.0%N/A0.139%
8/13/2025 Lido Advisors LLC10,657$202K0.0%N/A0.131%
8/12/2025Jefferies Financial Group Inc.251,057$4.75M0.0%N/A3.080%
8/8/2025 Creative Planning19,717$373K0.0%N/A0.242%
8/6/2025 Prospera Financial Services Inc24,200$458K0.0%+118.0%0.297%
8/1/2025 Solstein Capital LLC32,822$621K0.3%N/A0.418%
5/16/2025Pacific Center for Financial Services5,367$94K0.0%N/A0.072%
5/14/2025Comerica Bank5,000$88K0.0%N/A0.067%
5/13/2025HighTower Advisors LLC176,906$3.11M0.0%N/A2.375%
5/12/2025Simplex Trading LLC12,176$213K0.0%-96.7%0.163%
4/28/2025Mutual Advisors LLC14,264$262K0.0%N/A0.242%
4/8/2025Parallel Advisors LLC17,915$314K0.0%N/A0.454%
2/17/2025Bank of America Corp DE29,424$492K0.0%-8.7%0.934%
2/13/2025Advisory Services Network LLC25,065$419K0.0%-2.4%0.796%
2/12/2025Delos Wealth Advisors LLC2,326$39K0.0%-95.4%0.074%
2/4/2025Pine Valley Investments Ltd Liability Co48,100$804K0.0%+234.1%1.527%
1/22/2025Kingswood Wealth Advisors LLC16,211$271K0.0%N/A0.515%
12/2/2024Capasso Planning Partners LLC40,852$774K0.2%N/A1.297%
11/25/2024Pine Valley Investments Ltd Liability Co14,398$273K0.0%-4.0%0.457%
11/15/2024Delos Wealth Advisors LLC50,626$959K0.8%+2.6%1.607%
8/14/2024Delos Wealth Advisors LLC49,354$883K0.9%-21.8%1.567%
5/9/2024Delos Wealth Advisors LLC63,107$1.14M1.3%N/A2.003%
4/15/2024Northeast Financial Group Inc.101,336$1.82M0.8%+19.8%3.118%
2/8/2024Northeast Financial Group Inc.84,612$1.56M0.8%+28.7%2.089%
2/1/2024Cutter & CO Brokerage Inc.16,925$312K0.1%-20.3%0.418%
1/29/2024Perigon Wealth Management LLC42,532$784K0.0%N/A1.050%
1/24/2024Sowell Financial Services LLC76,033$1.40M0.1%+3.7%1.877%
12/1/2023Fortis Group Advisors LLC12,000$225K0.1%N/A0.296%
11/9/2023HAP Trading LLC23,800$437K0.1%+3.5%0.588%
11/8/2023Sowell Financial Services LLC73,343$1.35M0.1%+4.1%1.811%
10/11/2023Northeast Financial Group Inc.65,729$1.21M0.7%+2.5%1.623%
8/14/2023Sowell Financial Services LLC70,461$1.33M0.1%N/A1.740%
8/11/2023Northeast Financial Group Inc.64,151$1.21M0.8%N/A1.584%
8/11/2023HAP Trading LLC23,000$433K0.1%-25.8%0.568%
8/9/2023Kingswood Wealth Advisors LLC17,624$332K0.1%N/A0.435%
8/2/2023Perigon Wealth Management LLC30,675$577K0.0%-66.3%0.757%
8/1/2023Cutter & CO Brokerage Inc.21,525$405K0.1%-2.7%0.531%
7/31/2023LPL Financial LLC21,382$402K0.0%N/A0.465%
5/26/2023Fortis Group Advisors LLC12,000$228K0.1%N/A0.267%
5/15/2023HAP Trading LLC31,000$582K0.1%-34.5%0.689%
5/12/2023HRT Financial LP111,178$2.09M0.0%N/A2.471%
5/10/2023Grey Street Capital LLC70,000$1.31M0.9%N/A1.556%
5/3/2023Perigon Wealth Management LLC90,977$1.71M0.1%+120.3%2.022%
4/28/2023Signaturefd LLC12,604$237K0.0%-16.6%0.280%
4/24/2023Ahrens Investment Partners LLC2,525$47K0.0%-89.8%0.056%
4/14/2023Raymond James Financial Services Advisors Inc.112,335$2.11M0.0%N/A1.937%
2/9/2023Ahrens Investment Partners LLC24,863$460K0.2%N/A0.444%
2/2/2023Simplex Trading LLC84,069$1.56M0.0%-92.7%1.501%
1/30/2023Signaturefd LLC15,104$279K0.0%-79.9%0.270%
11/3/2022Cutter & CO Brokerage Inc.22,125$379K0.1%-7.5%0.540%
8/13/2022Flow Traders U.S. LLC21,588$398K0.0%-17.2%0.527%
7/28/2022Cutter & CO Brokerage Inc.23,925$441K0.2%+9.1%0.584%
7/22/2022Spire Wealth Management4,897$90K0.0%-49.0%0.181%
5/3/2022Cutter & CO Brokerage Inc.21,925$431K0.1%+19.0%0.953%
1/25/2022Signaturefd LLC40,000$810K0.0%N/A1.667%
11/15/2021Flow Traders U.S. LLC34,820$718K0.0%-66.7%1.201%
11/12/2021Wintrust Investments LLC20,600$425K0.1%-51.5%0.710%
10/29/2021Commonwealth Equity Services LLC14,580$300K0.0%N/A0.503%
10/27/2021Solstein Capital LLC51,379$1.06M0.6%N/A1.657%
8/24/2021Flow Traders U.S. LLC104,587$2.21M0.1%N/A3.268%
8/16/2021Morgan Stanley224,942$4.74M0.0%-2.7%6.616%
8/13/2021LPL Financial LLC45,992$970K0.0%-21.5%1.353%
8/12/2021JPMorgan Chase & Co.4,350$92K0.0%-25.6%0.128%
8/12/2021Simplex Trading LLC40,974$863K0.0%-11.6%1.205%
(Data available from 1/1/2016 forward)

UDN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UDN shares?

During the previous two years, 25 institutional investors and hedge funds held shares of Invesco DB US Dollar Index Bearish Fund. The most heavily invested institutionals were Bank of America Corp DE ($7.50M), Jefferies Financial Group Inc. ($4.75M), HighTower Advisors LLC ($3.11M), Northeast Financial Group Inc. ($1.82M), Sowell Financial Services LLC ($1.40M), Pine Valley Investments Ltd Liability Co ($804K), and Perigon Wealth Management LLC ($784K).Learn more on Invesco DB US Dollar Index Bearish Fund's institutional investors.

Which institutional investors have been buying Invesco DB US Dollar Index Bearish Fund's stock?

Of the 22 institutional investors that purchased Invesco DB US Dollar Index Bearish Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($290.59K), Jefferies Financial Group Inc. ($251.06K), HighTower Advisors LLC ($176.91K), Delos Wealth Advisors LLC ($66.59K), Perigon Wealth Management LLC ($42.53K), Capasso Planning Partners LLC ($40.85K), and Northeast Financial Group Inc. ($37.19K).

How much institutional buying is happening at Invesco DB US Dollar Index Bearish Fund?

Institutional investors have bought a total of 978,302 shares in the last 24 months. This purchase volume represents approximately $18.09M in transactions.

Which of Invesco DB US Dollar Index Bearish Fund's major shareholders have been selling company stock?

The following institutional investors have sold Invesco DB US Dollar Index Bearish Fund stock in the last 24 months: Simplex Trading LLC ($358.52K), Delos Wealth Advisors LLC ($48.30K), Bank of America Corp DE ($2.81K), Advisory Services Network LLC ($616.00), and Pine Valley Investments Ltd Liability Co ($600.00).

How much institutional selling is happening at Invesco DB US Dollar Index Bearish Fund?

Institutional investors have sold a total of 410,839 shares in the last 24 months. This volume of shares sold represents approximately $7.17M in transactions.


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This page (NYSEARCA:UDN) was last updated on 9/12/2025 by MarketBeat.com Staff
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