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 2025
Institutional positions in Invesco DB US Dollar Index Bearish Fund as of Mar 31, 2025. 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
- 25
- +3 vs. Q4 2024
- Shares held
- 1.21M
- +603.5K (+99.5%) vs. Q4 2024
- Total value
- $21.2M
- +$11.1M (+109.6%) vs. Q4 2024
- New holders
- 7
- 8 more added
- Sold out
- 4
- 3 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Invesco DB US Dollar Index Bearish Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 75 | $1.32K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 100 | $1.75K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 287 | $5.03K | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 300 | $5.26K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 4,897 | $85.9K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 5,000 | $87.8K | 0.00% | +5,000 | New |
| Pacific Center for Financial Services | 5,367 | $94.2K | 0.02% | +5,367 | New |
| Squarepoint Ops LLC | 10,113 | $177.5K | 0.00% | +10,113 | New |
| Prospera Financial Services Inc | 11,100 | $194.8K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 12,176 | $213.0K | 0.01% | +6,684+121.7% | Added |
| UBS Group AG | 12,954 | $227.3K | 0.00% | +9,835+315.3% | Added |
| Group One Trading, L.P. | 13,542 | $237.7K | 0.01% | +9,081+203.6% | Added |
| Mutual Advisors, LLC | 14,264 | $261.6K | 0.01% | +14,264 | New |
| Cutter & CO Brokerage, Inc. | 16,525 | $290.0K | 0.07% | −200−1.2% | Reduced |
| Parallel Advisors, LLC | 17,915 | $314.4K | 0.01% | +17,915 | New |
| Advisory Services Network, LLC | 25,390 | $445.6K | 0.01% | +325+1.3% | Added |
| Pine Valley Investments Ltd Liability Co | 45,300 | $795.0K | 0.05% | −2,800−5.8% | Reduced |
| Belvedere Trading LLC | 52,224 | $916.5K | 0.08% | +52,224 | New |
| Citadel Advisors LLC | 83,773 | $1.47M | 0.00% | +44,986+116.0% | Added |
| Bank of America Corp | 105,883 | $1.86M | 0.00% | +76,459+259.9% | Added |
| Susquehanna International Group, LLP | 119,199 | $2.09M | 0.00% | +71,980+152.4% | Added |
| HighTower Advisors, LLC | 176,906 | $3.10M | 0.00% | +176,906 | New |
| Jane Street Group, LLC | 204,674 | $3.59M | 0.01% | −18,853−8.4% | Reduced |
| Morgan Stanley | 272,184 | $4.78M | 0.00% | +265,569+4,014.6% | Added |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −109,759−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −16,211−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −13,105−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,326−100.0% | Sold out |