Invesco DB US Dollar Index Bearish Fund (UDN) Institutional Ownership $18.39 -0.02 (-0.11%) Closing price 04/17/2025 04:10 PM EasternExtended Trading$18.54 +0.15 (+0.79%) As of 04/17/2025 06:14 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for Invesco DB US Dollar Index Bearish Fund (NYSEARCA:UDN)Number ofInstitutional Buyers(last 12 months)5TotalInstitutional Inflows(last 12 months)$3.08MNumber ofInstitutional Sellers(last 12 months)4TotalInstitutional Outflows(last 12 months)$1.12M 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 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 CompanyDetails4/8/2025 Parallel Advisors LLC17,915$314K0.0%N/A0.454% 2/17/2025Bank of America Corp DE29,424$492K0.0%-8.7%0.934% 2/13/2025Advisory Services Network LLC25,065$419K0.0%-2.4%0.796% 2/12/2025Delos Wealth Advisors LLC2,326$39K0.0%-95.4%0.074% 2/4/2025Pine Valley Investments Ltd Liability Co48,100$804K0.0%+234.1%1.527% 1/22/2025Kingswood Wealth Advisors LLC16,211$271K0.0%N/A0.515% 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% 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. 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% 1/24/2024 Sowell 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% 11/8/2023 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% 8/9/2023Kingswood 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% Trump and Musk fight back (Ad)Is there more to the Musk–Trump relationship than meets the eye? Jeff Brown thinks so — and he believes it has to do with a top-level initiative to build the ultimate military-grade AI system. He’s calling it the “AI Superweapon,” and he says it could soon become the center of global tech dominance. At the core of this initiative? A handful of companies tied to America’s most powerful tech platforms — and investors who act before this goes mainstream may have a rare early edge.Click here to see why Jeff believes this is the biggest stock story of the year — and which companie7/28/2022Cutter & 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% 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% 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% 2/16/2021Morgan Stanley297,862$6.49M0.0%+64.8%6.619% (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, 18 institutional investors and hedge funds held shares of Invesco DB US Dollar Index Bearish Fund. The most heavily invested institutionals were HRT Financial LP ($2.09M), Northeast Financial Group Inc. ($1.82M), Sowell Financial Services LLC ($1.40M), Grey Street Capital LLC ($1.31M), Pine Valley Investments Ltd Liability Co ($804K), Perigon Wealth Management LLC ($784K), and Capasso Planning Partners LLC ($774K).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: 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), Delos Wealth Advisors LLC ($64.38K), and Capasso Planning Partners LLC ($40.85K). How much institutional buying is happening at Invesco DB US Dollar Index Bearish Fund? Institutional investors have bought a total of 687,619 shares in the last 24 months. This purchase volume represents approximately $12.71M in transactions. Which Invesco DB US Dollar Index Bearish Fund major shareholders have been selling company stock? Of the 9 institutional investors that sold Invesco DB US Dollar Index Bearish Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Delos Wealth Advisors LLC ($62.05K), Perigon Wealth Management LLC ($60.30K), HAP Trading LLC ($24.30K), Ahrens Investment Partners LLC ($22.34K), Cutter & CO Brokerage Inc. ($4.90K), Bank of America Corp DE ($2.81K), and Signaturefd LLC ($2.50K). How much institutional selling is happening at Invesco DB US Dollar Index Bearish Fund? Institutional investors have sold a total of 180,416 shares in the last 24 months. This volume of shares sold represents approximately $3.27M in transactions. Related Companies SWP Growth & Income ETF Institutional Ownership ProShares Ultra MSCI EAFE Institutional Ownership WisdomTree Bloomberg U.S. Dollar Bullish Fund Institutional Ownership Invesco DB US Dollar Index Bullish Fund Institutional Ownership This page (NYSEARCA:UDN) was last updated on 4/20/2025 by MarketBeat.com Staff From Our PartnersTrump to redistribute trillions of dollars Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...Porter & Company | SponsoredClaim Your FREE Protection GuideIn the final days of his first term, Trump quietly left open an "off the books" wealth-protection loophole hid...American Alternative | SponsoredElon Reveals Why There Soon Won’t Be Any Money For Social SecurityElon Musk's Near-Death Experience Sparks Dire Warning for Americans After cheating death twice—once in a te...Colonial Metals | SponsoredMy prediction is coming trueWe've developed a surprisingly effective way to see which stocks could double during massive shake-ups, by usi...InvestorPlace | SponsoredMusk’s AI Masterplan – Our #1 AI Stock to Buy NowDid Elon Musk just set the stage for the next AI stock explosion? One 30-year Wall Street veteran thinks so...Behind the Markets | SponsoredTrump Orders 'National Digital Asset Stockpile'‘Digital Asset Reserve’ for THIS Coin??? Get all the details before this story gains even more tractionCrypto 101 Media | SponsoredThe first casualty of the 2025 trade warThe headlines scream tariffs and export bans — but the real damage is happening in retirement portfolios. Tim ...Investors Alley | SponsoredRead before the next tariff announcementLarry Benedict, the acclaimed "Market Wizard," is calling an emergency briefing now... The same Larry who –...Brownstone Research | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Invesco DB US Dollar Index Bearish Fund Please log in to your account or sign up in order to add this asset to your watchlist. Share Invesco DB US Dollar Index Bearish Fund With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.