WisdomTree Bloomberg US Dollar Bullish Fund
USDU
24 hedge funds and large institutions have $15.4M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2019 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 5 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
4.92% more ownership
Funds ownership: 31.5% → 36.42% (+4.9%)
3% less capital invested
Capital invested by funds: $15.9M → $15.4M (-$530K)
11% less funds holding
Funds holding: 27 → 24 (-3)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$899K |
| 2 |
Jane Street
New York
|
+$664K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$359K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$279K |
| 5 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$44.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$935K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$695K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$283K |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$246K |
| 5 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
-$205K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Envestnet Asset Management
Chicago,
Illinois
| – | -$283K | -10,357 | Closed |
|
|
JCM
27
Janney Capital Management
Pittsburgh,
Pennsylvania
| – | -$205K | -7,508 | Closed |
|
|
PCG
28
Private Capital Group
West Hartford,
Connecticut
| – | -$1K | -35 | Closed |
|
USDU Hedge Fund Activity: Q2 2019 in Review
24 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q2 2019, worth a combined $15.4M — down 3.3% from $15.9M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of USDU and 2 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 7 added.
The largest buyer was Bank of America, adding an estimated $899K. The largest seller was HighTower Advisors, exiting entirely with an estimated $935K sold.
- 24 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q2 2019, down from 27 in Q1 2019.
- Funds reported $15.4M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q2 2019, down 3.3% quarter-over-quarter.
- 2 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q2 2019 and 5 closed out, a net change of -3 holders.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q2 2019 was Bank of America, an estimated $899K added.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q2 2019 was HighTower Advisors, an estimated $935K sold.
Based on aggregated 13F filings for Q2 2019.