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Invesco DB US Dollar Index Bearish Fund

25 hedge funds and large institutions have $21.2M invested in Invesco DB US Dollar Index Bearish Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

644% more call options, than puts

Call options by funds: $2.96M | Put options by funds: $398K

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

109% more capital invested

Capital invested by funds: $10.2M → $21.2M (+$11.1M)

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

10.72% more ownership

Funds ownership: 19.92%30.64% (+11%)

9% more funds holding

Funds holding: 2325 (+2)

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
3
Closed
4
Calls
$2.96M
Puts
$398K
Net Calls
+$2.56M
Net Calls Change
-$7.62M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.78M +$4.54M +265,569 +4,015%
Jane Street
2
Jane Street
New York
$3.59M -$322K -18,853 -8%
HighTower Advisors
3
HighTower Advisors
Illinois
$3.1M +$3.02M +176,906 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.09M +$1.23M +71,980 +152%
Bank of America
5
Bank of America
North Carolina
$1.86M +$1.31M +76,459 +260%
Citadel Advisors
6
Citadel Advisors
Florida
$1.47M +$769K +44,986 +116%
Belvedere Trading
7
Belvedere Trading
Illinois
$917K +$893K +52,224 New
PVI
8
Pine Valley Investments
New Jersey
$795K -$47.9K -2,800 -6%
ASN
9
Advisory Services Network
Georgia
$446K +$5.56K +325 +1%
PA
10
Parallel Advisors
California
$314K +$306K +17,915 New
CCB
11
Cutter & Co Brokerage
Missouri
$290K -$3.42K -200 -1%
MA
12
Mutual Advisors
Nebraska
$262K +$244K +14,264 New
Group One Trading
13
Group One Trading
Illinois
$238K +$155K +9,081 +204%
UBS Group
14
UBS Group
Switzerland
$227K +$168K +9,835 +315%
Simplex Trading
15
Simplex Trading
Illinois
$213K +$114K +6,684 +122%
PFS
16
Prospera Financial Services
Texas
$195K
Squarepoint
17
Squarepoint
New York
$177K +$173K +10,113 New
PCFFS
18
Pacific Center for Financial Services
California
$94.2K +$91.7K +5,367 New
Comerica Bank
19
Comerica Bank
Texas
$87.8K +$85.5K +5,000 New
SWM
20
Spire Wealth Management
Virginia
$85.9K
RMP
21
Richards, Merrill & Peterson
Washington
$5.26K
RA
22
Rise Advisors
New York
$5.03K
Osaic Holdings
23
Osaic Holdings
Arizona
$1.75K
BTI
24
Blue Trust Inc
Georgia
$1.32K
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$1K

UDN Hedge Fund Activity: Q1 2025 in Review

25 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco DB US Dollar Index Bearish Fund (UDN) for Q1 2025, worth a combined $21.2M — up 109% from $10.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new UDN positions and 4 closed out — a net gain of 3 holders — while 8 added to existing stakes and 3 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.54M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.83M sold.

  • 25 institutional investors held Invesco DB US Dollar Index Bearish Fund (UDN) as of Q1 2025, up from 23 in Q4 2024.
  • Funds reported $21.2M of Invesco DB US Dollar Index Bearish Fund stock for Q1 2025, up 109% quarter-over-quarter.
  • 7 funds opened new Invesco DB US Dollar Index Bearish Fund positions in Q1 2025 and 4 closed out, a net change of +3 holders.
  • The largest Invesco DB US Dollar Index Bearish Fund buyer in Q1 2025 was Morgan Stanley, an estimated $4.54M added.
  • The largest Invesco DB US Dollar Index Bearish Fund seller in Q1 2025 was Flow Traders U.S., an estimated $1.83M sold.

Based on aggregated 13F filings for Q1 2025.