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Invesco DB US Dollar Index Bearish Fund (UDN) Institutional Ownership

Invesco DB US Dollar Index Bearish Fund logo
$16.85 +0.24 (+1.44%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco DB US Dollar Index Bearish Fund (NYSEARCA:UDN)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$3.42M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$336.72K
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UDN Institutional Buying and Selling by Quarter

Invesco DB US Dollar Index Bearish Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/2/2024Capasso Planning Partners LLC40,852$774K0.2%N/A1.297%
11/25/2024Pine Valley Investments Ltd Liability Co14,398$273K0.0%-4.0%0.457%
11/15/2024Delos Wealth Advisors LLC50,626$959K0.8%+2.6%1.607%
8/14/2024Delos 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%
2/1/2024Cutter & CO Brokerage Inc.16,925$312K0.1%-20.3%0.418%
1/29/2024Perigon Wealth Management LLC42,532$784K0.0%N/A1.050%
1/24/2024Sowell Financial Services LLC76,033$1.40M0.1%+3.7%1.877%
12/1/2023Fortis Group Advisors LLC12,000$225K0.1%N/A0.296%
11/9/2023HAP Trading LLC23,800$437K0.1%+3.5%0.588%
11/8/2023Sowell 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%
8/14/2023Sowell 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%
8/9/2023Kingswood Wealth Advisors LLC17,624$332K0.1%N/A0.435%
8/2/2023Perigon Wealth Management LLC30,675$577K0.0%-66.3%0.757%
8/1/2023Cutter & CO Brokerage Inc.21,525$405K0.1%-2.7%0.531%
7/31/2023LPL Financial LLC21,382$402K0.0%N/A0.465%
5/26/2023Fortis 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%
5/3/2023Perigon Wealth Management LLC90,977$1.71M0.1%+120.3%2.022%
4/28/2023Signaturefd 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%
1/30/2023Signaturefd LLC15,104$279K0.0%-79.9%0.270%
11/3/2022Cutter & 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%
7/28/2022Cutter & CO Brokerage Inc.23,925$441K0.2%+9.1%0.584%
7/22/2022Spire Wealth Management4,897$90K0.0%-49.0%0.181%
5/3/2022Cutter & CO Brokerage Inc.21,925$431K0.1%+19.0%0.953%
1/25/2022Signaturefd 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%
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10/29/2021Commonwealth Equity Services LLC14,580$300K0.0%N/A0.503%
10/27/2021Solstein Capital LLC51,379$1.06M0.6%N/A1.657%
8/24/2021Flow Traders U.S. LLC104,587$2.21M0.1%N/A3.268%
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%
5/11/2021Cutter & 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%
2/11/2021U 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%
(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, 17 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 ($959K).Learn more on UDN's institutional investors.

Which institutional investors have been buying Invesco DB US Dollar Index Bearish Fund stock?

Of the 13 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 ($64.38K).

How much institutional buying is happening at Invesco DB US Dollar Index Bearish Fund?

Institutional investors have bought a total of 756,989 shares in the last 24 months. This purchase volume represents approximately $14.13M 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. ($4.90K).

How much institutional selling is happening at Invesco DB US Dollar Index Bearish Fund?

Institutional investors have sold a total of 1,252,062 shares in the last 24 months. This volume of shares sold represents approximately $23.19M in transactions.



This page (NYSEARCA:UDN) was last updated on 1/21/2025 by MarketBeat.com Staff
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