What is the 13F Pro Quality Score for UDN?

13F Pro ranks INVESCO DB US DOLLAR INDEX BEARISH FUND (UDN) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View UDN's current score at https://13fpro.ai/research/UDN (free sign-up required for the full ranking).

Which hedge funds own the most UDN stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of UDN include HighTower Advisors,, CITADEL ADVISORS, JANE STREET GROUP,. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/UDN as soon as new 13F filings post.

Where does 13F Pro source UDN data?

All INVESCO DB US DOLLAR INDEX BEARISH FUND fundamentals and ownership data come directly from SEC EDGAR. INVESCO DB US DOLLAR INDEX BEARISH FUND files with the SEC under CIK 1383149. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is UDN in?

INVESCO DB US DOLLAR INDEX BEARISH FUND (UDN) is classified in the Financials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/financials.

How often is UDN research updated on 13F Pro?

UDN's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

INVESCO DB US DOLLAR INDEX BEARISH FUND(UDN)Stock Analysis

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13F Pro Quality Score

Not in ranked universe

Below size threshold

Quality rankings require at least $50M annual revenue or $250M total assets to filter out micro-caps and shell companies. This company reported $0.0M in revenue.

Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.

UDN Stock Analysis & AI Quality Score

AI stock analysis and institutional research for INVESCO DB US DOLLAR INDEX BEARISH FUND (UDN), a Financials sector company. UDN is not currently included in 13F Pro's AI-ranked quality universe — quality rankings require at least $50m annual revenue or $250m total assets to filter out micro-caps and shell companies. this company reported $0.0m in revenue. Based on the latest XBRL financial filings (Q1 2026), INVESCO DB US DOLLAR INDEX BEARISH FUND reports quarterly revenue of $1.3M, net income of $-2.3M, an operating margin of 81.2%. Top institutional holders of UDN by reported 13-F value include HighTower Advisors,, CITADEL ADVISORS, JANE STREET GROUP,, based on the most recent SEC filings. UDN trades on the NYSE exchange and files with the SEC under CIK 1383149. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate UDN daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for INVESCO DB US DOLLAR INDEX BEARISH FUND directly from SEC EDGAR.

Revenue

Q1 2026

$1.3M

Net Income

Q1 2026

$-2.3M

Free Cash Flow

Q1 2026

$-6.8M

Operating Margin

Q1 2026

81.2%

ROIC

Q1 2026

0.7%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Net Income

-71.3% YoY

$-3.4MFY 2024

FY20 $4.1MFY21 $-5.5MFY22 $-2.0MFY24 $-3.4M

Operating Income

+288.3% YoY

$2.6MFY 2024

FY20 $-202.6KFY21 $-539.6KFY22 $674.5KFY24 $2.6M

Total Assets

-48.7% YoY

$51.3MFY 2024

FY20 $93.9MFY21 $48.7MFY22 $99.9MFY24 $51.3M

Op. Cash Flow

+120.6% YoY

$10.9MFY 2024

FY20 $-48.3MFY21 $39.2MFY22 $-52.7MFY24 $10.9M

Metric	FY 2024	FY 2022	FY 2021	FY 2020	FY 2017	FY 2016
Net Income	$-3.4M -71.3%	$-2.0M +63.7%	$-5.5M -234.6%	$4.1M +13.9%	$3.6M +347.7%	$-1.5M
Operating Income	$2.6M +288.3%	$674.5K +225.0%	$-539.6K -166.3%	$-202.6K -570.6%	$43.1K +121.4%	$-201.1K
Total Assets	$51.3M -48.7%	$99.9M +105.3%	$48.7M -48.2%	$93.9M +132.5%	$40.4M +23.3%	$32.8M
Operating Cash Flow	$10.9M +120.6%	$-52.7M -234.5%	$39.2M +181.1%	$-48.3M -1106.7%	$-4.0M -276.7%	$2.3M

AI Insight: UDN Financial Trends

UDN's equity base nearly tripled from $53M to $143M over two years, but operating cash flows remain highly volatile with significant quarterly swings.

• Equity grew from $53M in Q2 2024 to $143M in Q1 2026, reflecting substantial asset base expansion.

• Net income fluctuated between $-5M and $8M across quarters with no clear directional trend.

• Operating income remained consistently low at $0M-$1M throughout the entire period.

⚠ Operating cash flow swung from $-71M in Q2 2025 to $17M in Q4 2025, indicating extreme volatility.

⚠ Revenue data consistently unavailable limits visibility into underlying fund performance drivers.

AI Insight: UDN Ratio Trends

UDN shows extreme volatility with ROE swinging from +21.4% in Q2 2025 to -6.5% in Q1 2026, reflecting the fund's inverse USD exposure.

• ROE deteriorated sharply from 21.4% in Q2 2025 to -6.5% in Q1 2026, marking three consecutive quarters of decline.

• ROIC remained relatively stable between 2.7% and 3.5% over the past four quarters despite ROE volatility.

• TTM ROE of 3.0% significantly trails the 21.4% peak achieved in Q2 2025.

⚠ Persistent negative ROE in recent quarters suggests continued USD strength pressuring this bearish dollar fund.

⚠ High quarter-to-quarter ROE volatility creates unpredictable returns for investors in this currency derivative product.

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Available Research

13F Pro tracks comprehensive data for INVESCO DB US DOLLAR INDEX BEARISH FUND including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of UDN

HighTower Advisors, LLC
$10.6M591,440 sh
CITADEL ADVISORS LLC
$3.2M177,400 sh
JANE STREET GROUP, LLC
$3.2M176,023 sh
JANE STREET GROUP, LLC
$2.7M152,400 sh
BANK OF AMERICA CORP /DE/
$2.7M150,643 sh
Alliance Wealth Advisors, LLC /UT
$2.6M144,143 sh
UBS Group AG
$2.6M142,266 sh
L1 Global Manager Pty Ltd
$2.0M110,000 sh
SUSQUEHANNA INTERNATIONAL GROUP, LLP
$1.6M90,400 sh
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
$1.2M67,005 sh

Fund	Value	Shares
HighTower Advisors, LLC	$10.6M	591,440
CITADEL ADVISORS LLC	$3.2M	177,400
JANE STREET GROUP, LLC	$3.2M	176,023
JANE STREET GROUP, LLC	$2.7M	152,400
BANK OF AMERICA CORP /DE/	$2.7M	150,643
Alliance Wealth Advisors, LLC /UT	$2.6M	144,143
UBS Group AG	$2.6M	142,266
L1 Global Manager Pty Ltd	$2.0M	110,000
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.6M	90,400
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	$1.2M	67,005

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Is UDN a good stock to buy?

13F Pro's AI-powered analysis of INVESCO DB US DOLLAR INDEX BEARISH FUND (UDN) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for UDN are available on the UDN stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own UDN?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling UDN. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of INVESCO DB US DOLLAR INDEX BEARISH FUND's investment landscape.