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WisdomTree Bloomberg US Dollar Bullish Fund
USDU

38 hedge funds and large institutions have $111M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.55% less ownership

Funds ownership: 72.18% → 71.63% (-0.55%)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

3% less funds holding

Funds holding: 39 → 38 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

20% less capital invested

Capital invested by funds: $139M → $111M (-$28M)

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.16M
2
Jane Street
Jane Street
New York
+$2.23M
3
Morgan Stanley
Morgan Stanley
New York
+$1.55M
4
FTUS
Flow Traders U.S.
New York
+$704K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$455K

Top Sellers

Rank Fund Capital Flow
1
PAG
Pinnacle Advisory Group
Maryland
-$24M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$4.29M
3
AWS
AJ Wealth Strategies
New York
-$3.86M
4
Bank of America
Bank of America
North Carolina
-$481K
5
NC
NewSquare Capital
Pennsylvania
-$427K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
26
Aviance Capital Management
Florida
$81K +$82.4K +3,074 New
Citigroup
27
Citigroup
New York
$72K – – –
SFSIG
28
San Francisco Sentry Investment Group
California
$11K +$10.7K +400 New
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$8K – – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$6K -$15.4K -574 -71%
BCI
31
Brinker Capital Investments
Pennsylvania
$5K – – –
AG
32
Advisor Group
Arizona
$3K – – –
NR
33
Newfound Research
Massachusetts
$3K – – –
AIM
34
Advantage Investment Management
Iowa
$3K +$3.48K +130 New
BCMIO
35
Beacon Capital Management Inc (Ohio)
Ohio
$1K – – –
Creative Planning
36
Creative Planning
Kansas
$1K – – –
CCMG
37
Clark Capital Management Group
Pennsylvania
– -$4.29M -158,126 Closed
NC
38
NewSquare Capital
Pennsylvania
– -$427K -15,755 Closed
Stifel Financial
39
Stifel Financial
Missouri
– -$284K -10,646 Closed
GI
40
Gradient Investments
Minnesota
– -$10K -360 Closed
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
– -$3K -109 Closed
IA
42
IFP Advisors
Florida
– -$2K -76 Closed
AssetMark Inc
43
AssetMark Inc
California
– -$1K -27 Closed
1
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USDU Hedge Fund Activity: Q2 2017 in Review

38 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q2 2017, worth a combined $111M — down 20% from $139M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of USDU and 6 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 11 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $3.16M. The largest seller was Pinnacle Advisory Group, cutting an estimated $24M.

  • 38 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q2 2017, down from 39 in Q1 2017.
  • Funds reported $111M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q2 2017, down 20% quarter-over-quarter.
  • 6 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q2 2017 and 7 closed out, a net change of -1 holder.
  • The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q2 2017 was Susquehanna International Group, an estimated $3.16M added.
  • The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q2 2017 was Pinnacle Advisory Group, an estimated $24M sold.

Based on aggregated 13F filings for Q2 2017.