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

Invesco DB US Dollar Index Bearish Fund logo
$17.92 +0.02 (+0.08%)
As of 02:32 PM Eastern
This is a fair market value 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)
20
Total
Institutional Inflows
(last 12 months)
$29.09M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$16.82M
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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
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%
5/19/2026Bull Harbor Capital LLC19,944$359K0.1%N/A0.268%
5/18/2026Royal Bank of Canada6,068$109K0.0%-27.7%0.081%
5/14/2026Lido Advisors LLC21,818$393K0.0%+104.7%0.293%
4/21/2026Maltin Wealth Management Inc.14,950$269K0.1%N/A0.188%
2/17/2026Osaic Holdings Inc.9,373$171K0.0%-66.9%0.128%
2/13/2026Kestra 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%
2/12/2026Group One Trading LLC7,646$139K0.0%-97.9%0.104%
2/11/2026GFS Advisors LLC160,000$2.92M0.3%N/A2.177%
2/11/2026LPL Financial LLC10,305$188K0.0%-81.1%0.140%
2/9/2026Prospera 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%
2/6/2026HighTower Advisors LLC581,726$10.61M0.0%+1.9%7.915%
2/2/2026Alliance Wealth Advisors LLC UT81,946$1.50M0.3%N/A1.179%
1/29/2026UBS 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%
11/14/2025Creative Planning21,154$398K0.0%+7.3%0.258%
11/14/2025Raymond James Financial Inc.39,320$740K0.0%+246.9%0.480%
11/13/2025UBS 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%
11/12/2025Solstein Capital LLC43,000$809K0.2%+31.0%0.524%
11/12/2025Integrated Advisors Network LLC19,852$374K0.0%-33.7%0.242%
11/7/2025HighTower Advisors LLC570,849$10.74M0.0%+33.9%6.962%
11/6/2025Prospera Financial Services Inc23,650$445K0.0%-2.3%0.288%
10/27/2025Belvedere 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%
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%
8/13/2025Lido Advisors LLC10,657$202K0.0%N/A0.131%
8/12/2025Jefferies Financial Group Inc.251,057$4.75M0.0%N/A3.080%
8/8/2025Creative Planning19,717$373K0.0%N/A0.242%
8/6/2025Prospera Financial Services Inc24,200$458K0.0%+118.0%0.297%
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8/1/2025Solstein 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%
4/28/2025Mutual 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%


UDN Institutional Ownership - Frequently Asked Questions

During the previous two years, 35 institutional investors and hedge funds held shares of Invesco DB US Dollar Index Bearish Fund. The most heavily invested institutionals were HighTower Advisors LLC ($10.61M), 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 27 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 ($416.58K), HighTower Advisors LLC ($332.40K), 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 1,558,329 shares in the last 24 months. This purchase volume represents approximately $29.09M in transactions.

Of the 10 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), Belvedere Trading LLC ($58.29K), LPL Financial LLC ($44.23K), Osaic Holdings Inc. ($18.99K), HRT Financial LP ($10.18K), and Jefferies Financial Group Inc. ($10.13K).

Institutional investors have sold a total of 925,101 shares in the last 24 months. This volume of shares sold represents approximately $16.82M in transactions.


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This page (NYSEARCA:UDN) was last updated on 7/6/2026 by MarketBeat.com Staff.
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