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

Invesco DB US Dollar Index Bearish Fund logo
$17.81 -0.07 (-0.39%)
(As of 11/21/2024 ET)

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)
$2.86M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$325.36K
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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
11/15/2024 Delos Wealth Advisors LLC50,626$959K0.8%+2.6%1.607%
8/14/2024 Delos Wealth Advisors LLC49,354$883K0.9%-21.8%1.567%
5/9/2024 Delos Wealth Advisors LLC63,107$1.14M1.3%N/A2.003%
4/15/2024 Northeast Financial Group Inc.101,336$1.82M0.8%+19.8%3.118%
2/8/2024 Northeast 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%
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%
11/9/2023 HAP Trading LLC23,800$437K0.1%+3.5%0.588%
11/8/2023 Sowell Financial Services LLC73,343$1.35M0.1%+4.1%1.811%
10/11/2023 Northeast 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%
8/11/2023 Northeast Financial Group Inc.64,151$1.21M0.8%N/A1.584%
8/11/2023 HAP 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%
7/31/2023 LPL Financial LLC21,382$402K0.0%N/A0.465%
5/26/2023 Fortis Group Advisors LLC12,000$228K0.1%N/A0.267%
5/15/2023 HAP Trading LLC31,000$582K0.1%-34.5%0.689%
5/12/2023 HRT 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%
2/2/2023 Simplex 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%
8/13/2022 Flow 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%
11/15/2021 Flow Traders U.S. LLC34,820$718K0.0%-66.7%1.201%
11/12/2021 Wintrust 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%
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8/24/2021 Flow Traders U.S. LLC104,587$2.21M0.1%N/A3.268%
8/16/2021 Morgan Stanley224,942$4.74M0.0%-2.7%6.616%
8/13/2021 LPL Financial LLC45,992$970K0.0%-21.5%1.353%
8/12/2021 JPMorgan Chase & Co.4,350$92K0.0%-25.6%0.128%
8/12/2021 Simplex Trading LLC40,974$863K0.0%-11.6%1.205%
5/18/2021 Morgan Stanley231,163$4.84M0.0%-22.4%6.421%
5/17/2021 Royal Bank of Canada13,341$279K0.0%+178.5%0.371%
5/12/2021 JPMorgan Chase & Co.5,850$122K0.0%+37.6%0.163%
5/12/2021 UBS Group AG59,023$1.24M0.0%+190.0%1.640%
5/11/2021 Cutter & CO Brokerage Inc.19,025$398K0.1%N/A0.528%
5/10/2021 Wintrust 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%
3/26/2021 Susquehanna International Group LLP15,445$336K0.0%-18.3%0.396%
2/17/2021Cetera Advisor Networks LLC58,299$1.27M0.0%+24.2%1.296%
2/16/2021 Morgan Stanley297,862$6.49M0.0%+64.8%6.619%
2/12/2021 LPL 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%
2/10/2021 Group One Trading L.P.24,816$540K0.0%+10.2%0.551%
2/2/2021 Simplex 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%
11/13/2020 Morgan Stanley180,786$3.78M0.0%+23.1%5.022%
11/13/2020Cetera Advisor Networks LLC46,953$981K0.0%+18,681.2%1.304%
11/12/2020 JPMorgan Chase & Co.4,200$88K0.0%+40.0%0.117%
11/9/2020 LPL 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 ($959K).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 ($64.38K).

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

Institutional investors have bought a total of 716,137 shares in the last 24 months. This purchase volume represents approximately $13.35M 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 1,251,462 shares in the last 24 months. This volume of shares sold represents approximately $23.18M in transactions.



This page (NYSEARCA:UDN) was last updated on 11/21/2024 by MarketBeat.com Staff
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