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Jefferies Financial Group’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Jefferies Financial Group’s Portfolio UDN Stock Details UDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-255,811
Closed -$4.67M – 2215
2025
Q4 		$4.67M Sell
255,811
-10,133
-4% -$188K 0.02% 504
2025
Q3 		$5.01M Buy
265,944
+14,887
+6% +$279K 0.02% 367
2025
Q2 		$4.75M Buy
+251,057
New +$4.6M 0.04% 310

Other funds holding UDN

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $948M AUM 32.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LGM
L1 Global Manager Melbourne $149M AUM
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jefferies Financial Group's UDN Position: Q1 2026 in Review

Jefferies Financial Group sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q1 2026, closing a stake of 255,811 shares — an estimated $4.67M sold.

Jefferies Financial Group first reported a position in UDN in Q2 2025 and held it in 3 quarters. The position peaked at $5.01M in Q3 2025. 37 funds tracked by Wall St. Rank hold UDN as of Q1 2026.

  • Jefferies Financial Group reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 255,811 Invesco DB US Dollar Index Bearish Fund shares in Q1 2026, an estimated $4.67M.
  • Jefferies Financial Group first reported a position in Invesco DB US Dollar Index Bearish Fund in Q2 2025 and held it in 3 quarters.
  • Jefferies Financial Group's Invesco DB US Dollar Index Bearish Fund position peaked at $5.01M in Q3 2025.
  • 37 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.