Invesco DB US Dollar Index Bearish Fund (UDN) Institutional Ownership $18.43 +0.12 (+0.63%) As of 12:49 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for Invesco DB US Dollar Index Bearish Fund (NYSEARCA:UDN)Number ofInstitutional Buyers(last 12 months)9TotalInstitutional Inflows(last 12 months)$5.48MNumber ofInstitutional Sellers(last 12 months)5TotalInstitutional Outflows(last 12 months)$7.41M 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. Email Address 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 Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/16/2025 Pacific Center for Financial Services5,367$94K0.0%N/A0.072% 5/14/2025 Comerica Bank5,000$88K0.0%N/A0.067% 5/13/2025 HighTower Advisors LLC176,906$3.11M0.0%N/A2.375% 5/12/2025 Simplex Trading LLC12,176$213K0.0%-96.7%0.163% 4/28/2025 Mutual Advisors LLC14,264$262K0.0%N/A0.242% 4/8/2025 Parallel Advisors LLC17,915$314K0.0%N/A0.454% 2/17/2025 Bank of America Corp DE29,424$492K0.0%-8.7%0.934% 2/13/2025 Advisory Services Network LLC25,065$419K0.0%-2.4%0.796% 2/12/2025 Delos 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% Get the Latest News and Ratings for UDN and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Invesco DB US Dollar Index Bearish Fund and its competitors with MarketBeat's FREE daily newsletter. 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% 11/15/2024 Delos Wealth Advisors LLC50,626$959K0.8%+2.6%1.607% 8/14/2024 Delos Wealth Advisors LLC49,354$883K0.9%-21.8%1.567% 5/9/2024 Delos Wealth Advisors LLC63,107$1.14M1.3%N/A2.003% 4/15/2024 Northeast Financial Group Inc.101,336$1.82M0.8%+19.8%3.118% 2/8/2024 Northeast 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% 11/9/2023 HAP Trading LLC23,800$437K0.1%+3.5%0.588% 11/8/2023 Sowell Financial Services LLC73,343$1.35M0.1%+4.1%1.811% 10/11/2023 Northeast 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% 8/11/2023 Northeast Financial Group Inc.64,151$1.21M0.8%N/A1.584% 8/11/2023 HAP 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% 7/31/2023 LPL Financial LLC21,382$402K0.0%N/A0.465% 5/26/2023 Fortis Group Advisors LLC12,000$228K0.1%N/A0.267% 5/15/2023 HAP Trading LLC31,000$582K0.1%-34.5%0.689% 5/12/2023 HRT 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% Market Panic: Trump Just Dropped a Bomb on Your Stocks (Ad)tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tariffs just lit the fuse. 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Get the FREE Guide Before Markets Open Tomorrow2/9/2023Ahrens Investment Partners LLC24,863$460K0.2%N/A0.444% 2/2/2023 Simplex 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% 8/13/2022 Flow 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% 11/15/2021 Flow Traders U.S. LLC34,820$718K0.0%-66.7%1.201% 11/12/2021Wintrust Investments LLC20,600$425K0.1%-51.5%0.710% 10/29/2021 Commonwealth Equity Services LLC14,580$300K0.0%N/A0.503% 10/27/2021 Solstein Capital LLC51,379$1.06M0.6%N/A1.657% 8/24/2021 Flow Traders U.S. LLC104,587$2.21M0.1%N/A3.268% 8/16/2021 Morgan Stanley224,942$4.74M0.0%-2.7%6.616% 8/13/2021 LPL Financial LLC45,992$970K0.0%-21.5%1.353% 8/12/2021 JPMorgan Chase & Co.4,350$92K0.0%-25.6%0.128% 8/12/2021 Simplex Trading LLC40,974$863K0.0%-11.6%1.205% 5/18/2021 Morgan Stanley231,163$4.84M0.0%-22.4%6.421% 5/17/2021 Royal Bank of Canada13,341$279K0.0%+178.5%0.371% 5/12/2021 JPMorgan Chase & Co.5,850$122K0.0%+37.6%0.163% 5/12/2021 UBS Group AG59,023$1.24M0.0%+190.0%1.640% 5/11/2021 Cutter & CO Brokerage Inc.19,025$398K0.1%N/A0.528% (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, 19 institutional investors and hedge funds held shares of Invesco DB US Dollar Index Bearish Fund. The most heavily invested institutionals were HighTower Advisors LLC ($3.11M), Northeast Financial Group Inc. ($1.82M), Sowell Financial Services LLC ($1.40M), Pine Valley Investments Ltd Liability Co ($804K), Perigon Wealth Management LLC ($784K), Capasso Planning Partners LLC ($774K), and Bank of America Corp DE ($492K).Learn more on UDN's institutional investors. Which institutional investors have been buying Invesco DB US Dollar Index Bearish Fund stock? Of the 15 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: HighTower Advisors LLC ($176.91K), Northeast Financial Group Inc. ($101.34K), Sowell Financial Services LLC ($76.03K), Delos Wealth Advisors LLC ($64.38K), Perigon Wealth Management LLC ($42.53K), Capasso Planning Partners LLC ($40.85K), and Kingswood Wealth Advisors LLC ($33.84K). How much institutional buying is happening at Invesco DB US Dollar Index Bearish Fund? Institutional investors have bought a total of 646,303 shares in the last 24 months. This purchase volume represents approximately $11.68M 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: Simplex Trading LLC ($358.52K), Delos Wealth Advisors LLC ($62.05K), Perigon Wealth Management LLC ($60.30K), HAP Trading LLC ($8K), Cutter & CO Brokerage Inc. ($4.90K), Bank of America Corp DE ($2.81K), and Advisory Services Network LLC ($616.00). How much institutional selling is happening at Invesco DB US Dollar Index Bearish Fund? Institutional investors have sold a total of 497,794 shares in the last 24 months. This volume of shares sold represents approximately $8.79M in transactions. Related Companies WisdomTree Bloomberg U.S. Dollar Bullish Fund Institutional Ownership SWP Growth & Income ETF Institutional Ownership ProShares Ultra MSCI EAFE Institutional Ownership Invesco DB US Dollar Index Bullish Fund Institutional Ownership This page (NYSEARCA:UDN) was last updated on 5/29/2025 by MarketBeat.com Staff From Our PartnersMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredJuly 2025 Rule Change to Impact Retirement InvestorsThere's a massive change from a new rule going into effect this July. 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