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, Q4 2024
Institutional positions in Invesco DB US Dollar Index Bearish Fund as of Dec 31, 2024. 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
- 22
- −2 vs. Q3 2024
- Shares held
- 606.7K
- −395.4K (−39.5%) vs. Q3 2024
- Total value
- $10.1M
- −$8.82M (−46.5%) vs. Q3 2024
- New holders
- 5
- 6 more added
- Sold out
- 7
- 6 more reduced
Compare with Q3 2024: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 30 | $32.9M |
| Q1 2026 | 37 | $37.2M |
| Q4 2025 | 33 | $45.5M |
| Q3 2025 | 30 | $51.3M |
| Q2 2025 | 28 | $44.3M |
| Q1 2025 | 25 | $21.2M |
| Q4 2024 | 22 | $10.1M |
| Q3 2024 | 24 | $19.0M |
| Q2 2024 | 24 | $11.7M |
| Q1 2024 | 22 | $14.1M |
| Q4 2023 | 29 | $15.0M |
| Q3 2023 | 23 | $13.4M |
| Q2 2023 | 25 | $12.7M |
| Q1 2023 | 28 | $19.0M |
| Q4 2022 | 25 | $15.8M |
| Q3 2022 | 19 | $7.95M |
| Q2 2022 | 17 | $11.7M |
| Q1 2022 | 15 | $8.56M |
| Q4 2021 | 19 | $10.4M |
| Q3 2021 | 20 | $11.6M |
| Q2 2021 | 20 | $15.9M |
| Q1 2021 | 23 | $19.8M |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Invesco DB US Dollar Index Bearish Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 223,527 | $3.74M | 0.01% | −2,216−1.0% | Reduced |
| Flow Traders U.S. LLC | 109,759 | $1.83M | 0.07% | +109,759 | New |
| Pine Valley Investments Ltd Liability Co | 48,100 | $803.8K | 0.05% | +33,702+234.1% | Added |
| Susquehanna International Group, LLP | 47,219 | $789.0K | 0.00% | +31,394+198.4% | Added |
| Citadel Advisors LLC | 38,787 | $648.1K | 0.00% | +31,963+468.4% | Added |
| Bank of America Corp | 29,424 | $491.7K | 0.00% | −2,807−8.7% | Reduced |
| Advisory Services Network, LLC | 25,065 | $418.8K | 0.01% | −616−2.4% | Reduced |
| Cutter & CO Brokerage, Inc. | 16,725 | $279.5K | 0.07% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 16,211 | $270.9K | 0.02% | +16,211 | New |
| HRT Financial LP | 13,105 | $218.0K | 0.00% | +13,105 | New |
| Prospera Financial Services Inc | 11,100 | $185.5K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 6,615 | $110.5K | 0.00% | −8,221−55.4% | Reduced |
| Simplex Trading, LLC | 5,492 | $91.0K | 0.00% | +5,492 | New |
| Spire Wealth Management | 4,897 | $81.8K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 4,461 | $74.5K | 0.00% | +986+28.4% | Added |
| UBS Group AG | 3,119 | $52.1K | 0.00% | +2,016+182.8% | Added |
| Delos Wealth Advisors, LLC | 2,326 | $38.9K | 0.03% | −48,300−95.4% | Reduced |
| Richards, Merrill & Peterson, Inc. | 300 | $5.01K | 0.00% | +300 | New |
| Rise Advisors, LLC | 287 | $4.79K | 0.00% | +15+5.5% | Added |
| Advisor Group Holdings, Inc. | 100 | $1.67K | 0.00% | −5,194−98.1% | Reduced |
| Ronald Blue Trust, Inc. | 75 | $1.25K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 0 | $0 | 0.00% | −352,867−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −130,005−100.0% | Sold out |
| Capasso Planning Partners LLC | 0 | $0 | 0.00% | −40,852−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −25,886−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −12,515−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −10,280−100.0% | Sold out |
| Clear Point Advisors Inc. | 0 | $0 | 0.00% | −586−100.0% | Sold out |