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

Invesco DB US Dollar Index Bearish Fund logo
$17.66 -0.13 (-0.73%)
Closing price 11/11/2026 04:10 PM Eastern
Extended Trading
$17.66 0.00 (-0.03%)
As of 11/11/2026 07:55 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 Massive. Learn more.
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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)
21
Total
Institutional Inflows
(last 12 months)
$25.73M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$15.52M
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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
11/11/2026 Group One Trading LLC9,685$173K0.0%N/A0.184%
11/10/2026 HighTower Advisors LLC629,324$11.26M0.0%N/A11.987%
11/4/2026 Simplex Trading LLC37,633$673K0.0%N/A0.703%
10/23/2026 Sowell Financial Services LLC12,207$218K0.0%N/A0.222%
10/21/2026 Sowell Financial Services LLC12,207$218K0.0%N/A0.214%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors76,428$1.37M0.2%+14.1%1.274%
6/3/2026NewEdge Advisors LLC11,718$211K0.0%N/A0.157%
5/19/2026NewEdge Advisors LLC11,718$211K0.0%N/A0.157%
5/19/2026Bank of America Corp DE150,643$2.71M0.0%-73.0%2.022%
5/19/2026 Bull Harbor Capital LLC19,944$359K0.1%N/A0.268%
5/18/2026Royal Bank of Canada6,068$109K0.0%-27.7%0.081%
5/14/2026 Lido Advisors LLC21,818$393K0.0%+104.7%0.293%
4/21/2026 Maltin Wealth Management Inc.14,950$269K0.1%N/A0.188%
2/17/2026Osaic Holdings Inc.9,373$171K0.0%-66.9%0.128%
2/13/2026 Kestra Advisory Services LLC4,831$88K0.0%N/A0.066%
2/13/2026L1 Global Manager Pty Ltd110,000$2.01M1.3%N/A1.497%
2/12/2026HRT Financial LP10,150$185K0.0%-50.1%0.138%
2/12/2026Steward Partners Investment Advisory LLC20,331$371K0.0%N/A0.277%
2/12/2026 Group One Trading LLC7,646$139K0.0%-97.9%0.104%
2/11/2026 GFS Advisors LLC160,000$2.92M0.3%N/A2.177%
2/11/2026 LPL Financial LLC10,305$188K0.0%-81.1%0.140%
2/9/2026 Prospera Financial Services Inc20,800$379K0.0%-12.1%0.283%
2/9/2026Jefferies Financial Group Inc.255,811$4.67M0.0%-3.8%3.480%
2/6/2026 HighTower Advisors LLC581,726$10.61M0.0%+1.9%7.915%
2/2/2026 Alliance Wealth Advisors LLC UT81,946$1.50M0.3%N/A1.179%
1/29/2026 UBS Group AG140,684$2.57M0.0%+29.9%2.024%
11/17/2025Delos Wealth Advisors LLC2,911$55K0.0%+31.9%0.036%
11/17/2025Bank of America Corp DE522,460$9.83M0.0%+31.8%6.371%
11/14/2025 Creative Planning21,154$398K0.0%+7.3%0.258%
11/14/2025Raymond James Financial Inc.39,320$740K0.0%+246.9%0.480%
11/13/2025 UBS Group AG108,308$2.04M0.0%+76.7%1.321%
11/13/2025Jefferies Financial Group Inc.265,944$5.01M0.0%+5.9%3.243%
11/12/2025 Solstein Capital LLC43,000$809K0.2%+31.0%0.524%
11/12/2025 Integrated Advisors Network LLC19,852$374K0.0%-33.7%0.242%
11/7/2025 HighTower Advisors LLC570,849$10.74M0.0%+33.9%6.962%
11/6/2025 Prospera Financial Services Inc23,650$445K0.0%-2.3%0.288%
10/27/2025 Belvedere Trading LLC13,956$263K0.0%-80.7%0.168%
10/24/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors28,860$543K0.1%N/A0.348%
9/4/2025Osaic Holdings Inc.35,427$670K0.0%+35,327.0%0.435%
8/19/2025Delos Wealth Advisors LLC2,207$42K0.0%N/A0.027%
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8/15/2025Bank of America Corp DE396,474$7.50M0.0%+274.4%4.865%
8/14/2025Raymond 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%
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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%


UDN Institutional Ownership - Frequently Asked Questions

During the previous two years, 36 institutional investors and hedge funds held shares of Invesco DB US Dollar Index Bearish Fund. The most heavily invested institutionals were HighTower Advisors LLC ($11.26M), Jefferies Financial Group Inc. ($4.67M), GFS Advisors LLC ($2.92M), Bank of America Corp DE ($2.71M), UBS Group AG ($2.57M), L1 Global Manager Pty Ltd ($2.01M), and Alliance Wealth Advisors LLC UT ($1.50M).Learn more on Invesco DB US Dollar Index Bearish Fund's institutional investors.

Of the 30 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 ($961.72K), Bank of America Corp DE ($416.58K), Jefferies Financial Group Inc. ($265.94K), GFS Advisors LLC ($160K), L1 Global Manager Pty Ltd ($110K), Alliance Wealth Advisors LLC UT ($81.95K), and UBS Group AG ($79.39K).

Institutional investors have bought a total of 1,428,519 shares in the last 24 months. This purchase volume represents approximately $25.92M in transactions.

Of the 9 institutional investors that sold Invesco DB US Dollar Index Bearish Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($407.75K), Group One Trading LLC ($359.72K), LPL Financial LLC ($44.23K), Osaic Holdings Inc. ($18.99K), HRT Financial LP ($10.18K), Jefferies Financial Group Inc. ($10.13K), and Integrated Advisors Network LLC ($10.09K).

Institutional investors have sold a total of 866,261 shares in the last 24 months. This volume of shares sold represents approximately $15.71M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:UDN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/11/2026. New 13F filings are added each quarter as they're published.
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