WisdomTree Bloomberg US Dollar Bullish Fund
USDU
33 hedge funds and large institutions have $48.1M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
17% more capital invested
Capital invested by funds: $41.1M → $48.1M (+$7.01M)
10% more funds holding
Funds holding: 30 → 33 (+3)
3.11% less ownership
Funds ownership: 55.21% → 52.11% (-3.1%)
36% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$8.43M |
| 2 |
Jane Street
New York
|
+$1.95M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$709K |
| 4 |
AWS
AJ Wealth Strategies
New York
|
+$568K |
| 5 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$504K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
-$2.65M |
| 2 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
-$847K |
| 3 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$611K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$355K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$310K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JWA
26
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $6K | +$5.89K | +221 | New |
|
|
TFA
27
Transamerica Financial Advisors
St. Petersburg,
Florida
| $5K | -$240 | -9 | -5% |
|
|
NR
28
Newfound Research
Wellesley Hills,
Massachusetts
| $4K | +$720 | +27 | +23% |
|
|
AG
29
Advisor Group
Phoenix,
Arizona
| $3K | – | – | – |
|
|
BCMIO
30
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $1K | – | – | – |
|
31
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $1K | +$1.01K | +38 | New |
|
|
QAM
32
Q3 Asset Management
Birmingham,
Michigan
| – | -$2.65M | -99,540 | Closed |
|
|
APA
33
American Portfolios Advisors
Holbrook,
New York
| – | -$611K | -22,988 | Closed |
|
|
RJA
34
Raymond James & Associates
St Petersburg,
Florida
| – | -$310K | -11,660 | Closed |
|
|
VF
35
Virtu Financial
New York
| – | -$309K | -11,610 | Closed |
|
|
CCM
36
Crabel Capital Management
Los Angeles,
California
| – | -$280K | -10,518 | Closed |
|
37
Envestnet Asset Management
Chicago,
Illinois
| – | -$160K | -6,000 | Closed |
|
|
PCG
38
Private Capital Group
West Hartford,
Connecticut
| – | +$933 | +35 | New |
|
USDU Hedge Fund Activity: Q3 2018 in Review
33 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q3 2018, worth a combined $48.1M — up 17% from $41.1M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new USDU positions and 6 closed out — a net gain of 3 holders — while 7 added to existing stakes and 11 trimmed.
The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $8.43M. The largest seller was Q3 Asset Management, exiting entirely with an estimated $2.65M sold.
- 33 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q3 2018, up from 30 in Q2 2018.
- Funds reported $48.1M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q3 2018, up 17% quarter-over-quarter.
- 9 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q3 2018 and 6 closed out, a net change of +3 holders.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q3 2018 was Brookstone Capital Management, an estimated $8.43M added.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q3 2018 was Q3 Asset Management, an estimated $2.65M sold.
Based on aggregated 13F filings for Q3 2018.