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 2026
Institutional positions in Invesco DB US Dollar Index Bearish Fund as of Mar 31, 2026. 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
- 37
- +4 vs. Q4 2025
- Shares held
- 2.07M
- −423.6K (−17.0%) vs. Q4 2025
- Total value
- $37.2M
- −$8.22M (−18.1%) vs. Q4 2025
- New holders
- 12
- 13 more added
- Sold out
- 8
- 6 more reduced
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Invesco DB US Dollar Index Bearish Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 591,440 | $10.6M | 0.01% | +9,714+1.7% | Added |
| GFS Advisors, LLC | 242,200 | $4.36M | 0.31% | +82,200+51.4% | Added |
| Jane Street Group, LLC | 176,023 | $3.17M | 0.00% | +16,503+10.3% | Added |
| Bank of America Corp | 150,643 | $2.71M | 0.00% | −407,751−73.0% | Reduced |
| Alliance Wealth Advisors, LLC | 144,143 | $2.59M | 0.56% | +62,197+75.9% | Added |
| UBS Group AG | 142,266 | $2.56M | 0.00% | +1,582+1.1% | Added |
| L1 Global Manager Pty Ltd | 110,000 | $1.98M | 1.60% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 67,005 | $1.21M | 0.15% | +15,109+29.1% | Added |
| Raymond James Financial Inc | 57,407 | $1.03M | 0.00% | +2,967+5.5% | Added |
| Susquehanna International Group, LLP | 46,729 | $841.1K | 0.00% | +15,464+49.5% | Added |
| Flow Traders U.S. LLC | 38,860 | $699.0K | 0.02% | +19,903+105.0% | Added |
| LPL Financial LLC | 32,885 | $591.9K | 0.00% | +22,580+219.1% | Added |
| Simplex Trading, LLC | 30,481 | $548.7K | 0.02% | +30,481 | New |
| HRT Financial LP | 30,245 | $544.0K | 0.00% | +20,095+198.0% | Added |
| Csenge Advisory Group | 27,245 | $490.4K | 0.02% | +27,245 | New |
| Advisory Services Network, LLC | 25,390 | $457.0K | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 21,818 | $392.7K | 0.00% | +11,161+104.7% | Added |
| Morgan Stanley | 19,948 | $359.1K | 0.00% | −46,048−69.8% | Reduced |
| Bull Harbor Capital LLC | 19,944 | $359.0K | 0.10% | +19,944 | New |
| Prospera Financial Services Inc | 18,100 | $325.8K | 0.01% | −2,700−13.0% | Reduced |
| Maltin Wealth Management, Inc. | 14,950 | $269.1K | 0.10% | +14,950 | New |
| Capstone Wealth Management Group LLC | 13,936 | $250.8K | 0.15% | 00.0% | Unchanged |
| GWM Advisors LLC | 11,718 | $210.9K | 0.00% | +11,718 | New |
| Royal Bank of Canada | 6,068 | $109.0K | 0.00% | −2,323−27.7% | Reduced |
| MAI Capital Management | 5,451 | $98.1K | 0.00% | +5,451 | New |
| BNP Paribas Arbitrage, SA | 5,367 | $96.6K | 0.00% | +5,367 | New |
| Advisor Group Holdings, Inc. | 5,269 | $94.8K | 0.00% | −4,104−43.8% | Reduced |
| Legacy Bridge, LLC | 4,250 | $76.5K | 0.03% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 3,140 | $56.5K | 0.03% | +55+1.8% | Added |
| Strategic Investment Solutions, Inc. | 2,450 | $49.5K | 0.01% | +2,450 | New |
| Wells Fargo & Company | 1,500 | $27.0K | 0.00% | +1,500 | New |
| Farther Finance Advisors, LLC | 1,129 | $20.4K | 0.00% | +1,129 | New |
| Steward Partners Investment Advisory, LLC | 241 | $4.34K | 0.00% | −20,090−98.8% | Reduced |
| Signature Resources Capital Management, LLC | 100 | $1.80K | 0.00% | +100 | New |
| Ronald Blue Trust, Inc. | 75 | $1.35K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 50 | $900 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2 | $36 | 0.00% | +2 | New |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −255,811−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −54,495−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −16,166−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −7,646−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −4,831−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −1,331−100.0% | Sold out |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −56−100.0% | Sold out |