Free Trial

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

Invesco DB US Dollar Index Bearish Fund logo
$18.33 +0.05 (+0.27%)
Closing price 04:10 PM Eastern
Extended Trading
$18.34 +0.01 (+0.05%)
As of 05:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Invesco DB US Dollar Index Bearish Fund (NYSEARCA:UDN)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$3.33M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.12M
Get UDN Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco DB US Dollar Index Bearish Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

UDN Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/28/2025 Mutual Advisors LLC14,264$262K0.0%N/A0.242%
4/8/2025 Parallel 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%
1/22/2025 Kingswood Wealth Advisors LLC16,211$271K0.0%N/A0.515%
12/2/2024 Capasso 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%
2/1/2024 Cutter & CO Brokerage Inc.16,925$312K0.1%-20.3%0.418%
1/29/2024 Perigon Wealth Management LLC42,532$784K0.0%N/A1.050%
1/24/2024 Sowell Financial Services LLC76,033$1.40M0.1%+3.7%1.877%
12/1/2023 Fortis Group Advisors LLC12,000$225K0.1%N/A0.296%
11/9/2023HAP Trading LLC23,800$437K0.1%+3.5%0.588%
11/8/2023 Sowell 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%
8/14/2023 Sowell 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%
8/9/2023 Kingswood Wealth Advisors LLC17,624$332K0.1%N/A0.435%
8/2/2023 Perigon Wealth Management LLC30,675$577K0.0%-66.3%0.757%
8/1/2023 Cutter & CO Brokerage Inc.21,525$405K0.1%-2.7%0.531%
7/31/2023LPL Financial LLC21,382$402K0.0%N/A0.465%
5/26/2023 Fortis 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%
5/3/2023 Perigon Wealth Management LLC90,977$1.71M0.1%+120.3%2.022%
4/28/2023 Signaturefd 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%
1/30/2023 Signaturefd LLC15,104$279K0.0%-79.9%0.270%
11/3/2022 Cutter & CO Brokerage Inc.22,125$379K0.1%-7.5%0.540%
Elon’s Terrifying Warning Forces Trump To Take Action (Ad)

Elon Musk has avoided two major financial crises before. He pulled Tesla and SpaceX back from the brink of collapse and built two of the most valuable companies in history. Now, he's sounding the alarm about America's $36 trillion debt time bomb that could destroy the fabric of our society.As head of the Department of Government Efficiency (DOGE) under President Trump, Musk is exposing just how bad things are...

8/13/2022Flow Traders U.S. LLC21,588$398K0.0%-17.2%0.527%
7/28/2022 Cutter & CO Brokerage Inc.23,925$441K0.2%+9.1%0.584%
7/22/2022 Spire Wealth Management4,897$90K0.0%-49.0%0.181%
5/3/2022 Cutter & CO Brokerage Inc.21,925$431K0.1%+19.0%0.953%
1/25/2022 Signaturefd 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%
10/27/2021 Solstein 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%
5/18/2021Morgan Stanley231,163$4.84M0.0%-22.4%6.421%
5/17/2021Royal Bank of Canada13,341$279K0.0%+178.5%0.371%
5/12/2021JPMorgan Chase & Co.5,850$122K0.0%+37.6%0.163%
5/12/2021UBS Group AG59,023$1.24M0.0%+190.0%1.640%
5/11/2021 Cutter & CO Brokerage Inc.19,025$398K0.1%N/A0.528%
5/10/2021Wintrust Investments LLC51,500$1.08M0.1%N/A1.431%
4/27/2021 Janney Montgomery Scott LLC35,659$747K0.0%N/A0.914%
(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, 17 institutional investors and hedge funds held shares of Invesco DB US Dollar Index Bearish Fund. The most heavily invested institutionals were HRT Financial LP ($2.09M), Northeast Financial Group Inc. ($1.82M), Sowell Financial Services LLC ($1.40M), Grey Street Capital LLC ($1.31M), Pine Valley Investments Ltd Liability Co ($804K), Perigon Wealth Management LLC ($784K), and Capasso Planning Partners LLC ($774K).Learn more on UDN's institutional investors.

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

Of the 14 institutional investors that purchased Invesco DB US Dollar Index Bearish Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: HRT Financial LP ($111.18K), Northeast Financial Group Inc. ($101.34K), Sowell Financial Services LLC ($76.03K), Grey Street Capital LLC ($70K), Delos Wealth Advisors LLC ($64.38K), Perigon Wealth Management LLC ($42.53K), and Capasso Planning Partners LLC ($40.85K).

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

Institutional investors have bought a total of 652,208 shares in the last 24 months. This purchase volume represents approximately $12.02M in transactions.

Which Invesco DB US Dollar Index Bearish Fund 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: Delos Wealth Advisors LLC ($62.05K), Perigon Wealth Management LLC ($60.30K), HAP Trading LLC ($24.30K), Cutter & CO Brokerage Inc. ($4.90K), 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 155,578 shares in the last 24 months. This volume of shares sold represents approximately $2.80M in transactions.



This page (NYSEARCA:UDN) was last updated on 5/5/2025 by MarketBeat.com Staff
From Our Partners