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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 2 | $36 | 0.00% | +2 | New |
| CWM, LLC | 50 | $900 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 75 | $1.35K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 100 | $1.80K | 0.00% | +100 | New |
| Steward Partners Investment Advisory, LLC | 241 | $4.34K | 0.00% | −20,090−98.8% | Reduced |
| Farther Finance Advisors, LLC | 1,129 | $20.4K | 0.00% | +1,129 | New |
| Wells Fargo & Company | 1,500 | $27.0K | 0.00% | +1,500 | New |
| Strategic Investment Solutions, Inc. | 2,450 | $49.5K | 0.01% | +2,450 | New |
| Delos Wealth Advisors, LLC | 3,140 | $56.5K | 0.03% | +55+1.8% | Added |
| Legacy Bridge, LLC | 4,250 | $76.5K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,269 | $94.8K | 0.00% | −4,104−43.8% | Reduced |
| BNP Paribas Arbitrage, SA | 5,367 | $96.6K | 0.00% | +5,367 | New |
| MAI Capital Management | 5,451 | $98.1K | 0.00% | +5,451 | New |
| Royal Bank of Canada | 6,068 | $109.0K | 0.00% | −2,323−27.7% | Reduced |
| GWM Advisors LLC | 11,718 | $210.9K | 0.00% | +11,718 | New |
| Capstone Wealth Management Group LLC | 13,936 | $250.8K | 0.15% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 14,950 | $269.1K | 0.10% | +14,950 | New |
| Prospera Financial Services Inc | 18,100 | $325.8K | 0.01% | −2,700−13.0% | Reduced |
| Bull Harbor Capital LLC | 19,944 | $359.0K | 0.10% | +19,944 | New |
| Morgan Stanley | 19,948 | $359.1K | 0.00% | −46,048−69.8% | Reduced |
| Lido Advisors, LLC | 21,818 | $392.7K | 0.00% | +11,161+104.7% | Added |
| Advisory Services Network, LLC | 25,390 | $457.0K | 0.01% | 00.0% | Unchanged |
| Csenge Advisory Group | 27,245 | $490.4K | 0.02% | +27,245 | New |
| HRT Financial LP | 30,245 | $544.0K | 0.00% | +20,095+198.0% | Added |
| Simplex Trading, LLC | 30,481 | $548.7K | 0.02% | +30,481 | New |
| LPL Financial LLC | 32,885 | $591.9K | 0.00% | +22,580+219.1% | Added |
| Flow Traders U.S. LLC | 38,860 | $699.0K | 0.02% | +19,903+105.0% | Added |
| Susquehanna International Group, LLP | 46,729 | $841.1K | 0.00% | +15,464+49.5% | Added |
| Raymond James Financial Inc | 57,407 | $1.03M | 0.00% | +2,967+5.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 67,005 | $1.21M | 0.15% | +15,109+29.1% | Added |
| L1 Global Manager Pty Ltd | 110,000 | $1.98M | 1.60% | 00.0% | Unchanged |
| UBS Group AG | 142,266 | $2.56M | 0.00% | +1,582+1.1% | Added |
| Alliance Wealth Advisors, LLC | 144,143 | $2.59M | 0.56% | +62,197+75.9% | Added |
| Bank of America Corp | 150,643 | $2.71M | 0.00% | −407,751−73.0% | Reduced |
| Jane Street Group, LLC | 176,023 | $3.17M | 0.00% | +16,503+10.3% | Added |
| GFS Advisors, LLC | 242,200 | $4.36M | 0.31% | +82,200+51.4% | Added |
| HighTower Advisors, LLC | 591,440 | $10.6M | 0.01% | +9,714+1.7% | Added |
| 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 |