Invesco DB US Dollar Index Bearish Fund (UDN) Institutional Ownership $18.54 +0.22 (+1.20%) Closing price 08/1/2025 04:10 PM EasternExtended Trading$18.49 -0.05 (-0.27%) As of 08/1/2025 07:42 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. Add Compare Share Share Ownership Stock AnalysisChartHeadlinesHoldingsOwnershipShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Invesco DB US Dollar Index Bearish Fund (NYSEARCA:UDN)Number ofInstitutional Buyers(last 12 months)10TotalInstitutional Inflows(last 12 months)$6.10MNumber 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? 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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 CompanyDetails8/1/2025Solstein 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% 4/28/2025 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% 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. 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% 12/2/2024Capasso 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% 4/15/2024 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% 2/1/2024Cutter & 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% 12/1/2023Fortis 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% 10/11/2023 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% 8/11/2023HAP 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% 8/1/2023Cutter & 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% 5/3/2023 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% Digital Dollar Alert: Protect Your Wealth Before It’s Too Late (Ad)134 countries are developing Central Bank Digital Currencies — and the U.S. is quietly testing one. Experts warn a programmable dollar could erase your privacy and control your spending. A free guide reveals how to protect your savings before the system goes live.Download your FREE Digital Dollar Defense Kit now4/14/2023Raymond 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% 11/3/2022Cutter & 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% 1/25/2022 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% 10/27/2021Solstein 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% 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% (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 Solstein Capital LLC ($621K).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 15 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: 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 344,311 shares in the last 24 months. This purchase volume represents approximately $6.10M 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 ($62.05K), 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 424,592 shares in the last 24 months. This volume of shares sold represents approximately $7.41M in transactions. Related Companies WisdomTree Bloomberg U.S. Dollar Bullish Fund Institutional Ownership SWP Growth & Income ETF Institutional Ownership Invesco DB US Dollar Index Bullish Fund Institutional Ownership ProShares Ultra MSCI EAFE Institutional Ownership This page (NYSEARCA:UDN) was last updated on 8/2/2025 by MarketBeat.com Staff From Our PartnersElon’s BIGGEST warning yet?Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… ...Brownstone Research | SponsoredChina just unlocked Nvidia’s AI chips—what that means for youTired of Missing Big AI Moves Like Nvidia? You’re not the problem—your trading system is. 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