Invesco DB US Dollar Index Bearish Fund (UDN) Institutional Ownership $18.30 -0.09 (-0.49%) (As of 11/1/2024 ET) Add Compare Share Share Ownership Stock AnalysisChartHeadlinesHoldingsOwnership Institutional Ownership Changes (13F Filings) for Invesco DB US Dollar Index Bearish Fund (NYSEARCA:UDN)Number ofInstitutional Buyers(last 12 months)6TotalInstitutional Inflows(last 12 months)$2.91MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$325.36K Get UDN Insider Trade Alerts Want to know when executives and insiders are buying or selling Invesco DB US Dollar Index Bearish Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data UDN Institutional Buying and Selling by Quarter Ad InvestorPlaceWhy Buffett, Bezos, & Congress Are Piling Into This One SectorWhy are Warren Buffett, Jeff Bezos, Michael Bloomberg, “The Walmart Family”, Bill Gates, and 48 members of Congress shifting their stocks in a frenzy? And why are they all piling into ONE unique corner of the market…Click here for the details Invesco DB US Dollar Index Bearish Fund Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/14/2024Delos Wealth Advisors LLC49,354$883K0.9%-21.8%1.567% 5/9/2024Delos Wealth Advisors LLC63,107$1.14M1.3%N/A2.003% 4/15/2024Northeast Financial Group Inc.101,336$1.82M0.8%+19.8%3.118% 2/8/2024Northeast Financial Group Inc.84,612$1.56M0.8%+28.7%2.089% 2/1/2024 Cutter & CO Brokerage Inc.16,925$312K0.1%-20.3%0.418% 1/29/2024 Perigon Wealth Management LLC42,532$784K0.0%N/A1.050% Get the Latest News and Ratings for UDN and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Invesco DB US Dollar Index Bearish Fund and its competitors with MarketBeat's FREE daily newsletter. 1/24/2024 Sowell Financial Services LLC76,033$1.40M0.1%+3.7%1.877% 12/1/2023 Fortis Group Advisors LLC12,000$225K0.1%N/A0.296% 11/9/2023HAP Trading LLC23,800$437K0.1%+3.5%0.588% 11/8/2023 Sowell Financial Services LLC73,343$1.35M0.1%+4.1%1.811% 10/11/2023Northeast Financial Group Inc.65,729$1.21M0.7%+2.5%1.623% 8/14/2023 Sowell Financial Services LLC70,461$1.33M0.1%N/A1.740% 8/11/2023Northeast Financial Group Inc.64,151$1.21M0.8%N/A1.584% 8/11/2023HAP Trading LLC23,000$433K0.1%-25.8%0.568% 8/9/2023 Kingswood Wealth Advisors LLC17,624$332K0.1%N/A0.435% 8/2/2023 Perigon Wealth Management LLC30,675$577K0.0%-66.3%0.757% 8/1/2023 Cutter & CO Brokerage Inc.21,525$405K0.1%-2.7%0.531% 7/31/2023LPL Financial LLC21,382$402K0.0%N/A0.465% 5/26/2023 Fortis Group Advisors LLC12,000$228K0.1%N/A0.267% 5/15/2023HAP Trading LLC31,000$582K0.1%-34.5%0.689% 5/12/2023HRT Financial LP111,178$2.09M0.0%N/A2.471% 5/10/2023Grey Street Capital LLC70,000$1.31M0.9%N/A1.556% 5/3/2023 Perigon Wealth Management LLC90,977$1.71M0.1%+120.3%2.022% 4/28/2023 Signaturefd LLC12,604$237K0.0%-16.6%0.280% 4/24/2023Ahrens Investment Partners LLC2,525$47K0.0%-89.8%0.056% 4/14/2023Raymond James Financial Services Advisors Inc.112,335$2.11M0.0%N/A1.937% 2/9/2023Ahrens Investment Partners LLC24,863$460K0.2%N/A0.444% 2/2/2023Simplex Trading LLC84,069$1.56M0.0%-92.7%1.501% 1/30/2023 Signaturefd LLC15,104$279K0.0%-79.9%0.270% 11/3/2022 Cutter & CO Brokerage Inc.22,125$379K0.1%-7.5%0.540% 8/13/2022Flow Traders U.S. LLC21,588$398K0.0%-17.2%0.527% 7/28/2022 Cutter & CO Brokerage Inc.23,925$441K0.2%+9.1%0.584% 7/22/2022 Spire Wealth Management4,897$90K0.0%-49.0%0.181% 5/3/2022 Cutter & CO Brokerage Inc.21,925$431K0.1%+19.0%0.953% 1/25/2022 Signaturefd LLC40,000$810K0.0%N/A1.667% 11/15/2021Flow Traders U.S. LLC34,820$718K0.0%-66.7%1.201% 11/12/2021Wintrust Investments LLC20,600$425K0.1%-51.5%0.710% 10/29/2021Commonwealth Equity Services LLC14,580$300K0.0%N/A0.503% 10/27/2021 Solstein Capital LLC51,379$1.06M0.6%N/A1.657% 8/24/2021Flow Traders U.S. LLC104,587$2.21M0.1%N/A3.268% Ex WH Advisor Who Predicted Biden Leaving Race Makes Startling New Prediction (Ad)Former advisor to the CIA, the Pentagon and the White House Jim Rickards went on multiple TV news programs… A predicted Trump would win. You won’t believe what he’s predicting now.Click here to see it because it’s a SHOCKER…8/16/2021Morgan Stanley224,942$4.74M0.0%-2.7%6.616% 8/13/2021LPL Financial LLC45,992$970K0.0%-21.5%1.353% 8/12/2021JPMorgan Chase & Co.4,350$92K0.0%-25.6%0.128% 8/12/2021Simplex Trading LLC40,974$863K0.0%-11.6%1.205% 5/18/2021Morgan Stanley231,163$4.84M0.0%-22.4%6.421% 5/17/2021Royal Bank of Canada13,341$279K0.0%+178.5%0.371% 5/12/2021JPMorgan Chase & Co.5,850$122K0.0%+37.6%0.163% 5/12/2021UBS Group AG59,023$1.24M0.0%+190.0%1.640% 5/11/2021 Cutter & CO Brokerage Inc.19,025$398K0.1%N/A0.528% 5/10/2021Wintrust Investments LLC51,500$1.08M0.1%N/A1.431% 4/27/2021 Janney Montgomery Scott LLC35,659$747K0.0%N/A0.914% 4/14/2021 AdvisorNet Financial Inc14,200$297K0.0%N/A0.364% 3/26/2021Susquehanna International Group LLP15,445$336K0.0%-18.3%0.396% 2/17/2021Cetera Advisor Networks LLC58,299$1.27M0.0%+24.2%1.296% 2/16/2021Morgan Stanley297,862$6.49M0.0%+64.8%6.619% 2/12/2021LPL Financial LLC112,382$2.45M0.0%+32.3%2.497% 2/11/2021 U S Global Investors Inc.10,000$218K0.0%N/A0.222% 2/10/2021Group One Trading L.P.24,816$540K0.0%+10.2%0.551% 2/2/2021Simplex Trading LLC85,308$1.86M0.0%-19.7%1.896% 2/2/2021Ahrens Investment Partners LLC10,500$229K0.1%N/A0.233% 1/22/2021Altus Wealth Management LLC183,374$3.99M3.1%+1.1%3.902% 11/13/2020Morgan Stanley180,786$3.78M0.0%+23.1%5.022% 11/13/2020Cetera Advisor Networks LLC46,953$981K0.0%+18,681.2%1.304% 11/12/2020JPMorgan Chase & Co.4,200$88K0.0%+40.0%0.117% 11/9/2020LPL Financial LLC84,936$1.77M0.0%+101.7%2.359% 11/4/2020Raymond James & Associates10,317$216K0.0%N/A0.303% (Data available from 1/1/2016 forward) UDN Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of UDN shares? During the previous two years, 15 institutional investors and hedge funds held shares of Invesco DB US Dollar Index Bearish Fund. The most heavily invested institutionals were Raymond James Financial Services Advisors Inc. ($2.11M), HRT Financial LP ($2.09M), Northeast Financial Group Inc. ($1.82M), Simplex Trading LLC ($1.56M), Sowell Financial Services LLC ($1.40M), Grey Street Capital LLC ($1.31M), and Delos Wealth Advisors LLC ($883K).Learn more on UDN's institutional investors. Which institutional investors have been buying Invesco DB US Dollar Index Bearish Fund stock? Of the 12 institutional investors that purchased Invesco DB US Dollar Index Bearish Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Services Advisors Inc. ($112.34K), HRT Financial LP ($111.18K), Northeast Financial Group Inc. ($101.34K), Perigon Wealth Management LLC ($92.21K), Sowell Financial Services LLC ($76.03K), Grey Street Capital LLC ($70K), and Delos Wealth Advisors LLC ($63.11K). How much institutional buying is happening at Invesco DB US Dollar Index Bearish Fund? Institutional investors have bought a total of 714,865 shares in the last 24 months. This purchase volume represents approximately $13.33M in transactions. Which Invesco DB US Dollar Index Bearish Fund major shareholders have been selling company stock? The following institutional investors have sold Invesco DB US Dollar Index Bearish Fund stock in the last 24 months: Simplex Trading LLC ($1.06M), Signaturefd LLC ($62.40K), Perigon Wealth Management LLC ($60.30K), HAP Trading LLC ($24.30K), Ahrens Investment Partners LLC ($22.34K), Delos Wealth Advisors LLC ($13.75K), and Cutter & CO Brokerage Inc. ($6.70K). How much institutional selling is happening at Invesco DB US Dollar Index Bearish Fund? Institutional investors have sold a total of 1,253,262 shares in the last 24 months. This volume of shares sold represents approximately $23.21M in transactions. 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