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 |
|---|---|---|---|---|---|
| CWM, LLC | 50 | $1.00K | 0.00% | −43−46.2% | Reduced |
| Smartleaf Asset Management LLC | 106 | $1.99K | 0.00% | +106 | New |
| Ronald Blue Trust, Inc. | 175 | $3.29K | 0.00% | +100+133.3% | Added |
| Group One Trading, L.P. | 1,666 | $31.4K | 0.00% | +1,666 | New |
| Delos Wealth Advisors, LLC | 2,911 | $54.8K | 0.04% | +704+31.9% | Added |
| Legacy Bridge, LLC | 4,250 | $80.0K | 0.03% | 00.0% | Unchanged |
| Royal Bank of Canada | 7,887 | $148.0K | 0.00% | −2,335−22.8% | Reduced |
| Lido Advisors, LLC | 10,657 | $200.6K | 0.00% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 11,017 | $207.3K | 0.01% | −15,665−58.7% | Reduced |
| Capstone Wealth Management Group LLC | 13,936 | $262.3K | 0.17% | 00.0% | Unchanged |
| Belvedere Trading LLC | 13,956 | $262.7K | 0.02% | −33,890−70.8% | Reduced |
| Integrated Advisors Network LLC | 19,852 | $373.6K | 0.02% | −10,089−33.7% | Reduced |
| HRT Financial LP | 20,332 | $382.0K | 0.00% | +20,332 | New |
| Creative Planning | 21,154 | $398.1K | 0.00% | +1,437+7.3% | Added |
| Prospera Financial Services Inc | 23,650 | $445.1K | 0.01% | −550−2.3% | Reduced |
| Advisory Services Network, LLC | 25,390 | $477.8K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 28,359 | $532.6K | 0.00% | −7,068−20.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 28,860 | $543.1K | 0.06% | +28,860 | New |
| Raymond James Financial Inc | 39,320 | $740.0K | 0.00% | +27,985+246.9% | Added |
| Wolverine Trading, LLC | 42,540 | $798.5K | 0.02% | −3,129−6.9% | Reduced |
| Solstein Capital, LLC | 43,000 | $809.3K | 0.37% | +10,178+31.0% | Added |
| Susquehanna International Group, LLP | 53,011 | $997.7K | 0.00% | +53,011 | New |
| Brown Brothers Harriman & Co | 54,495 | $1.03M | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 54,532 | $1.03M | 0.00% | +54,532 | New |
| UBS Group AG | 108,308 | $2.04M | 0.00% | +47,011+76.7% | Added |
| Jefferies Financial Group Inc. | 265,944 | $5.01M | 0.05% | +14,887+5.9% | Added |
| Jane Street Group, LLC | 327,574 | $6.16M | 0.01% | +73,007+28.7% | Added |
| Morgan Stanley | 411,591 | $7.75M | 0.00% | +23,584+6.1% | Added |
| Bank of America Corp | 522,460 | $9.83M | 0.00% | +125,986+31.8% | Added |
| HighTower Advisors, LLC | 570,849 | $10.7M | 0.01% | +144,616+33.9% | Added |
| 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 |