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, Q3 2025
Institutional positions in Invesco DB US Dollar Index Bearish Fund as of Sep 30, 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
- 30
- +2 vs. Q2 2025
- Shares held
- 2.73M
- +384.2K (+16.4%) vs. Q2 2025
- Total value
- $51.3M
- +$7.03M (+15.9%) vs. Q2 2025
- New holders
- 6
- 11 more added
- Sold out
- 4
- 8 more reduced
Compare with Q2 2025: 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, Q3 2025
Shares, value and share of portfolio for each institution holding Invesco DB US Dollar Index Bearish Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 570,849 | $10.7M | 0.01% | +144,616+33.9% | Added |
| Bank of America Corp | 522,460 | $9.83M | 0.00% | +125,986+31.8% | Added |
| Morgan Stanley | 411,591 | $7.75M | 0.00% | +23,584+6.1% | Added |
| Jane Street Group, LLC | 327,574 | $6.16M | 0.01% | +73,007+28.7% | Added |
| Jefferies Financial Group Inc. | 265,944 | $5.01M | 0.05% | +14,887+5.9% | Added |
| UBS Group AG | 108,308 | $2.04M | 0.00% | +47,011+76.7% | Added |
| LPL Financial LLC | 54,532 | $1.03M | 0.00% | +54,532 | New |
| Brown Brothers Harriman & Co | 54,495 | $1.03M | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 53,011 | $997.7K | 0.00% | +53,011 | New |
| Solstein Capital, LLC | 43,000 | $809.3K | 0.37% | +10,178+31.0% | Added |
| Wolverine Trading, LLC | 42,540 | $798.5K | 0.02% | −3,129−6.9% | Reduced |
| Raymond James Financial Inc | 39,320 | $740.0K | 0.00% | +27,985+246.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 28,860 | $543.1K | 0.06% | +28,860 | New |
| Advisor Group Holdings, Inc. | 28,359 | $532.6K | 0.00% | −7,068−20.0% | Reduced |
| Advisory Services Network, LLC | 25,390 | $477.8K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 23,650 | $445.1K | 0.01% | −550−2.3% | Reduced |
| Creative Planning | 21,154 | $398.1K | 0.00% | +1,437+7.3% | Added |
| HRT Financial LP | 20,332 | $382.0K | 0.00% | +20,332 | New |
| Integrated Advisors Network LLC | 19,852 | $373.6K | 0.02% | −10,089−33.7% | Reduced |
| Belvedere Trading LLC | 13,956 | $262.7K | 0.02% | −33,890−70.8% | Reduced |
| Capstone Wealth Management Group LLC | 13,936 | $262.3K | 0.17% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 11,017 | $207.3K | 0.01% | −15,665−58.7% | Reduced |
| Lido Advisors, LLC | 10,657 | $200.6K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 7,887 | $148.0K | 0.00% | −2,335−22.8% | Reduced |
| Legacy Bridge, LLC | 4,250 | $80.0K | 0.03% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2,911 | $54.8K | 0.04% | +704+31.9% | Added |
| Group One Trading, L.P. | 1,666 | $31.4K | 0.00% | +1,666 | New |
| Ronald Blue Trust, Inc. | 175 | $3.29K | 0.00% | +100+133.3% | Added |
| Smartleaf Asset Management LLC | 106 | $1.99K | 0.00% | +106 | New |
| CWM, LLC | 50 | $1.00K | 0.00% | −43−46.2% | Reduced |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −155,531−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −10,113−100.0% | Sold out |
| Pacific Center for Financial Services | 0 | $0 | 0.00% | −5,367−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −30−100.0% | Sold out |