UDN Institutional Ownership
Invesco DB US Dollar Index Bearish Fund
1W: -0.9%
1M: -2.1%
3M: -0.6%
YTD: -2.2%
1Y: -5.3%
3Y: +8.4%
5Y: -4.5%
$17.82
+0.04 (+0.22%)
Weekly Expected Move ±0.7%
$18
$18
$18
$18
$18
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — UDN
41
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
29M
Total Invested
5
New Positions
6
Increased
20
Reduced
9
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (49 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 600,923 | $11M | +9,483 | +1.6% | 6Q | SEC ↗ |
| 2 | GFS Advisors, LLC | 242,200 | $4M | — | +0.0% | 3Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 131,884 | $2M | -18,759 | -12.5% | 15Q | SEC ↗ |
| 4 | JANE STREET GROUP, LLC | 126,319 | $2M | -49,704 | -28.2% | 16Q | SEC ↗ |
| 5 | L1 Global Manager Pty Ltd | 110,000 | $2M | — | +0.0% | 3Q | SEC ↗ |
| 6 | UBS Group AG | 85,462 | $2M | -56,804 | -39.9% | 33Q | SEC ↗ |
| 7 | Bay Colony Advisory Group, Inc d/b/a B | 76,428 | $1M | +9,423 | +14.1% | 4Q | SEC ↗ |
| 8 | FLOW TRADERS U.S. LLC | 48,396 | $862K | +9,536 | +24.5% | 3Q | SEC ↗ |
| 9 | BNP PARIBAS FINANCIAL MARKETS | 44,135 | $786K | +38,768 | +722.3% | 2Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC | 30,667 | $546K | -26,740 | -46.6% | 5Q | SEC ↗ |
| 11 | Advisory Services Network, LLC | 25,390 | $452K | — | +0.0% | 9Q | SEC ↗ |
| 12 | Bull Harbor Capital LLC | 23,827 | $425K | +3,883 | +19.5% | 2Q | SEC ↗ |
| 13 | Lido Advisors, LLC | 21,518 | $383K | -300 | -1.4% | 5Q | SEC ↗ |
| 14 | MORGAN STANLEY | 16,496 | $294K | -3,452 | -17.3% | 33Q | SEC ↗ |
| 15 | LPL Financial LLC | 16,402 | $292K | -16,483 | -50.1% | 4Q | SEC ↗ |
| 16 | Maltin Wealth Management, Inc. | 14,950 | $266K | — | +0.0% | 2Q | SEC ↗ |
| 17 | Capstone Wealth Management Group, Inc. NEW | 13,936 | $248K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Capstone Wealth Management Group LLC | 13,936 | $248K | — | +0.0% | 4Q | SEC ↗ |
| 19 | GROUP ONE TRADING LLC NEW | 13,106 | $234K | — | +0.0% | 1Q | SEC ↗ |
| 20 | SIMPLEX TRADING, LLC | 12,600 | $225K | -17,881 | -58.7% | 2Q | SEC ↗ |
| 21 | ROYAL BANK OF CANADA | 5,818 | $104K | -250 | -4.1% | 5Q | SEC ↗ |
| 22 | Legacy Bridge, LLC | 4,250 | $76K | — | +0.0% | 5Q | SEC ↗ |
| 23 | Delos Wealth Advisors, LLC | 3,140 | $56K | — | +0.0% | 5Q | SEC ↗ |
| 24 | OSAIC HOLDINGS, INC. | 2,811 | $50K | -2,458 | -46.7% | 16Q | SEC ↗ |
| 25 | Strategic Investment Solutions, Inc. / | 2,750 | $49K | +300 | +12.2% | 2Q | SEC ↗ |
| 26 | Integrated Wealth Concepts LLC NEW | 1,088 | $19K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Farther Finance Advisors, LLC | 525 | $9K | -604 | -53.5% | 2Q | SEC ↗ |
| 28 | Steward Partners Investment Advisory, | 241 | $4K | — | +0.0% | 3Q | SEC ↗ |
| 29 | Atlantic Union Bankshares Corp NEW | 100 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Blue Trust, Inc. | 75 | $1K | — | +0.0% | 10Q | SEC ↗ |
| 31 | CWM, LLC | 50 | $1K | — | +0.0% | 10Q | SEC ↗ |
| 32 | JPMORGAN CHASE & CO NEW | 4 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 33 | HARBOUR INVESTMENTS, INC. | 2 | $0K | — | +0.0% | 2Q | SEC ↗ |
| 34 | Alliance Wealth Advisors, LLC /UT | 0 | $0K | -144,143 | -100.0% | 2Q | SEC ↗ |
| 35 | Smartleaf Asset Management LLC | 0 | $0K | -106 | -100.0% | 2Q | SEC ↗ |
| 36 | BROWN BROTHERS HARRIMAN & CO | 0 | $0K | -54,495 | -100.0% | 3Q | SEC ↗ |
| 37 | Prospera Financial Services Inc | 0 | $0K | -18,100 | -100.0% | 8Q | SEC ↗ |
| 38 | Signature Resources Capital Management | 0 | $0K | -100 | -100.0% | 1Q | SEC ↗ |
| 39 | HRT FINANCIAL LP | 0 | $0K | -30,245 | -100.0% | 3Q | SEC ↗ |
| 40 | WELLS FARGO & COMPANY/MN | 0 | $0K | -1,500 | -100.0% | 1Q | SEC ↗ |
| 41 | Arax Advisory Partners | 0 | $0K | -56 | -100.0% | 1Q | SEC ↗ |
| 42 | MAI Capital Management | 0 | $0K | -5,451 | -100.0% | 1Q | SEC ↗ |
| 43 | NewEdge Advisors, LLC | 0 | $0K | -11,718 | -100.0% | 1Q | SEC ↗ |
| 44 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0K | -46,729 | -100.0% | 3Q | SEC ↗ |
| 45 | Csenge Advisory Group | 0 | $0K | -27,245 | -100.0% | 1Q | SEC ↗ |
| 46 | Kestra Advisory Services, LLC | 0 | $0K | -4,831 | -100.0% | 1Q | SEC ↗ |
| 47 | Creative Planning | 0 | $0K | -16,166 | -100.0% | 3Q | SEC ↗ |
| 48 | Jefferies Financial Group Inc. | 0 | $0K | -255,811 | -100.0% | 3Q | SEC ↗ |
| 49 | Geneos Wealth Management Inc. | 0 | $0K | -1,331 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| Capstone Wealth Management Group, I | 13,936 | $248K |
| GROUP ONE TRADING LLC | 13,106 | $234K |
| Integrated Wealth Concepts LLC | 1,088 | $19K |
| Atlantic Union Bankshares Corp | 100 | $2K |
| JPMORGAN CHASE & CO | 4 | $0K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Jefferies Financial Group Inc. | 255,811 | $5M |
| Alliance Wealth Advisors, LLC /UT | 144,143 | $3M |
| BROWN BROTHERS HARRIMAN & CO | 54,495 | $971K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 46,729 | $833K |
| HRT FINANCIAL LP | 30,245 | $539K |
| Csenge Advisory Group | 27,245 | $486K |
| Prospera Financial Services Inc | 18,100 | $323K |
| Creative Planning | 16,166 | $288K |
| NewEdge Advisors, LLC | 11,718 | $209K |
| MAI Capital Management | 5,451 | $97K |
| Kestra Advisory Services, LLC | 4,831 | $86K |
| WELLS FARGO & COMPANY/MN | 1,500 | $27K |
| Geneos Wealth Management Inc. | 1,331 | $24K |
| Smartleaf Asset Management LLC | 106 | $2K |
| Signature Resources Capital Managem | 100 | $2K |
| Arax Advisory Partners | 56 | $1K |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BNP PARIBAS FINANCIAL MARKETS | +38,768 | +722.3% | 44,135 |
| FLOW TRADERS U.S. LLC | +9,536 | +24.5% | 48,396 |
| HighTower Advisors, LLC | +9,483 | +1.6% | 600,923 |
| Bay Colony Advisory Group, Inc d/b/ | +9,423 | +14.1% | 76,428 |
| Bull Harbor Capital LLC | +3,883 | +19.5% | 23,827 |
| Strategic Investment Solutions, Inc | +300 | +12.2% | 2,750 |
Biggest Decreases (11)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | -56,804 | -39.9% | 85,462 |
| JANE STREET GROUP, LLC | -49,704 | -28.2% | 126,319 |
| RAYMOND JAMES FINANCIAL INC | -26,740 | -46.6% | 30,667 |
| BANK OF AMERICA CORP /DE | -18,759 | -12.5% | 131,884 |
| SIMPLEX TRADING, LLC | -17,881 | -58.7% | 12,600 |
| LPL Financial LLC | -16,483 | -50.1% | 16,402 |
| MORGAN STANLEY | -3,452 | -17.3% | 16,496 |
| OSAIC HOLDINGS, INC. | -2,458 | -46.7% | 2,811 |
| Farther Finance Advisors, LLC | -604 | -53.5% | 525 |
| Lido Advisors, LLC | -300 | -1.4% | 21,518 |
| ROYAL BANK OF CANADA | -250 | -4.1% | 5,818 |