Who Owns UDN?

Invesco DB US Dollar Index Bearish Fund — Institutional Ownership & 13F Holdings

$18.27

-0.03 (-0.16%)

Market Cap

$135.1M

Shares Outstanding

7,768,290

Institutional Holders

24

Total Inst. Value

$19.0M

% of Float Held

QoQ Holder Change

+8

Institutional data as of Q1 2025

New Positions

8

Closed Positions

6

Increased

8

Decreased

3

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1MORGAN STANLEY$4.8M272,184
2JANE STREET GROUP, LLC$3.6M204,674
3HighTower Advisors, LLCNew$3.1M176,906
4SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.1M119,199
5BANK OF AMERICA CORP /DE/$1.9M105,883
6Belvedere Trading LLCNew$917K52,224
7Advisory Services Network, LLC$446K25,390
8Parallel Advisors, LLCNew$314K17,915
9Cutter & CO Brokerage, Inc.$290K16,525
10Mutual Advisors, LLCNew$262K14,264

Biggest Buyers & Sellers This Quarter

Top Buyers

Top Sellers

FundShares RemovedValue
JANE STREET GROUP, LLC-19K$3.6M
OSAIC HOLDINGS, INC.-5K$2K
Cutter & CO Brokerage, Inc.-200$290K

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Frequently Asked Questions

How many institutional investors hold UDN?

As of Q1 2025, 24 institutional investors report holding UDN (Invesco DB US Dollar Index Bearish Fund) in their 13F filings.

Which hedge fund owns the most UDN?

The largest institutional holder of UDN is MORGAN STANLEY with $4.8M in shares.

Are institutions buying or selling UDN?

This quarter, 8 institutions opened new positions in UDN and 6 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.