Skip to main content

Invesco DB US Dollar Index Bearish Fund

UDN
Exchange
NYSE
Industry
Commodity Contracts Brokers & Dealers
SEC CIK
0001383149

No open-market purchases or sales by Invesco DB US Dollar Index Bearish Fund insiders were filed in the last 90 days; 30 institutions reported holding it in 13F filings for Q2 2026, worth $32.9M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Invesco DB US Dollar Index Bearish Fund as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
23
No complete 13F data for Q4 2020
Shares held
945.6K
No complete 13F data for Q4 2020
Total value
$19.8M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting UDN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 23 institutions
Q1 2021: 23 institutionsQ2 2021: 20 institutionsQ3 2021: 20 institutionsQ4 2021: 19 institutionsQ1 2022: 15 institutionsQ2 2022: 17 institutionsQ3 2022: 19 institutionsQ4 2022: 25 institutionsQ1 2023: 28 institutionsQ2 2023: 25 institutionsQ3 2023: 23 institutionsQ4 2023: 29 institutionsQ1 2024: 22 institutionsQ2 2024: 24 institutionsQ3 2024: 24 institutionsQ4 2024: 22 institutionsQ1 2025: 25 institutionsQ2 2025: 28 institutionsQ3 2025: 30 institutionsQ4 2025: 33 institutionsQ1 2026: 37 institutionsQ2 2026: 30 institutions
Value heldQ1 2021: $19.8M
Q1 2021: $19.8MQ2 2021: $15.9MQ3 2021: $11.6MQ4 2021: $10.4MQ1 2022: $8.56MQ2 2022: $11.7MQ3 2022: $7.95MQ4 2022: $15.8MQ1 2023: $19.0MQ2 2023: $12.7MQ3 2023: $13.4MQ4 2023: $15.0MQ1 2024: $14.1MQ2 2024: $11.7MQ3 2024: $19.0MQ4 2024: $10.1MQ1 2025: $21.2MQ2 2025: $44.3MQ3 2025: $51.3MQ4 2025: $45.5MQ1 2026: $37.2MQ2 2026: $32.9M
Institutions holding UDN and their total value by quarter
QuarterHoldersValue
Q2 202630$32.9M
Q1 202637$37.2M
Q4 202533$45.5M
Q3 202530$51.3M
Q2 202528$44.3M
Q1 202525$21.2M
Q4 202422$10.1M
Q3 202424$19.0M
Q2 202424$11.7M
Q1 202422$14.1M
Q4 202329$15.0M
Q3 202323$13.4M
Q2 202325$12.7M
Q1 202328$19.0M
Q4 202225$15.8M
Q3 202219$7.95M
Q2 202217$11.7M
Q1 202215$8.56M
Q4 202119$10.4M
Q3 202120$11.6M
Q2 202120$15.9M
Q1 202123$19.8M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Invesco DB US Dollar Index Bearish Fund.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding UDN in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Citadel Advisors LLC231,543$4.85M0.01%––
Morgan Stanley231,163$4.84M0.00%––
American Portfolios Advisors87,434$1.83M0.08%––
UBS Group AG59,023$1.24M0.00%––
LPL Financial LLC58,602$1.23M0.00%––
Wintrust Investments LLC51,500$1.08M0.11%––
Simplex Trading, LLC46,536$974.0K0.05%––
Group One Trading, L.P.41,464$868.0K0.02%––
Janney Montgomery Scott LLC35,659$747.0K0.00%––
Cutter & CO Brokerage, Inc.19,025$398.0K0.10%––
Lido Advisors, LLC14,258$299.0K0.01%––
AdvisorNet Financial, Inc14,200$297.0K0.02%––
Royal Bank of Canada13,341$279.0K0.00%––
Credit Suisse AG10,000$209.0K0.00%––
Spire Wealth Management9,594$201.0K0.01%––
Bank of America Corp9,197$192.0K0.00%––
JPMorgan Chase & Co5,850$122.0K0.00%––
Ancora Advisors, LLC5,000$105.0K0.00%––
Sowell Financial Services LLC694$15.0K0.00%––
Rockefeller Capital Management L.P.601$12.0K0.00%––
Firestone Capital Management482$10.0K0.00%––
Harbor Investment Advisory, LLC400$8.00K0.00%––
FMR LLC4$00.00%––