$UDN

$17.81 -$0.05 (0.28%) Close

$UDN Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 6.0M shares outstanding

Who owns UDN?

By type of holder

Institutions 100.0% Everyone else 0.0%

No insider has reported a holding in the last two years, so insiders are counted in "Everyone else".

Concentration Top 10 holders own 92.2%

Jpmorgan Chase & Co 2.1% · Tidal Investments LLC 15.5%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

-16 vs last qtr

Net shares bought

−6.7M

by institutions in Q2 2026

New / sold out

15 / 31

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

New York Life Investment Management LLC +573.9K
Morgan Stanley +249.0K

Biggest sellers in Q2 2026

Jpmorgan Chase & Co −2.8M
Jane Street Group, LLC −1.3M

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for INVESCO DB US DOLLAR INDEX BEARISH FUND in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for INVESCO DB US DOLLAR INDEX BEARISH FUND.

How patient are the owners?

Institutional shares by how long they've been held

5+ years25% 3–5 years2% 1–3 years21% Under 1 year52%

Quarterly turnover

31.1%

of institutional shares changed hands

Top 10 managers, median time held

2 quarters

Super Investors

Investment managers reporting UDN on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
JC Jpmorgan Chase & Co	127.5K	2.12%	−2.8M (−95.6%)	≤2021	0.0%
Shares held by quarter Peak holding2.9M (Q1'26) Change over 8 quarters+123.5K Share of the company2.120% Jpmorgan Chase & Co's full portfolio →
TI Tidal Investments LLC	928.1K	15.47%	−647.3K (−41.1%)	Q1 '26	0.1%
Shares held by quarter Peak holding1.6M (Q1'26) Change over 8 quarters+928.1K Share of the company15.470% Tidal Investments LLC's full portfolio →

Jpmorgan Chase & Co

127.5K

% of company

2.12%

Change vs last qtr

−2.8M (−95.6%)

Held since

≤2021

Tidal Investments LLC

928.1K

% of company

15.47%

Change vs last qtr

−647.3K (−41.1%)

Held since

Q1 '26

28 more super investors behind a free account

See every manager holding INVESCO DB US DOLLAR INDEX BEARISH FUND, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting UDN on Form N-PORT; together they hold 49.8% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
PM Potomac Managed Volatility Fund PFS Funds	$30M	1.1M	17.59%	12.41%	June 30, 2026
NH NYLI Hedge Multi-Strategy Tracker ETF New York Life Investments ETF Trust	$14.1M	517.0K	8.62%	1.46%	April 30, 2026

Potomac Managed Volatility Fund

PFS Funds

Position value

$30M

% of company

17.59%

% of the fund

12.41%

As of

June 30, 2026

NYLI Hedge Multi-Strategy Tracker ETF

New York Life Investments ETF Trust

Position value

$14.1M

% of company

8.62%

% of the fund

1.46%

As of

April 30, 2026

5 more funds behind a free account

See every fund holding INVESCO DB US DOLLAR INDEX BEARISH FUND and how much of the fund the position is.

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