WisdomTree Bloomberg US Dollar Bullish Fund
USDU
27 hedge funds and large institutions have $62.7M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 7 closing their positions.
75% more capital invested
Capital invested by funds: $35.7M → $62.7M (+$26.9M)
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
20.2% more ownership
Funds ownership: 47.98% → 68.18% (+20%)
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
4% more funds holding
Funds holding: 26 → 27 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$13.5M |
| 2 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
+$6.83M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$4.49M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$2.74M |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$1.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.58M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$819K |
| 3 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$757K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$495K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$37.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NC
26
NewSquare Capital
Newtown Square,
Pennsylvania
| $1K | -$757K | -28,315 | -100% |
|
|
NFG
27
Next Financial Group
Houston,
Texas
| $1K | +$802 | +30 | New |
|
|
28
Jane Street
New York
| – | -$1.58M | -57,361 | Closed |
|
29
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$36K | -1,300 | Closed |
|
30
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$8K | -306 | Closed |
|
|
SF
31
Synovus Financial
Columbus,
Georgia
| – | -$4K | -147 | Closed |
|
|
TFA
32
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$2K | -58 | Closed |
|
|
BCMIO
33
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| – | -$1K | -36 | Closed |
|
|
PAG
34
Private Advisor Group
Morristown,
New Jersey
| – | -$1K | -28 | Closed |
|
USDU Hedge Fund Activity: Q3 2020 in Review
27 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q3 2020, worth a combined $62.7M — up 75% from $35.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new USDU positions and 7 closed out — a net gain of 1 holder — while 8 added to existing stakes and 6 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $13.5M. The largest seller was Jane Street, exiting entirely with an estimated $1.58M sold.
- 27 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q3 2020, up from 26 in Q2 2020.
- Funds reported $62.7M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q3 2020, up 75% quarter-over-quarter.
- 8 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q3 2020 and 7 closed out, a net change of +1 holder.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q3 2020 was HighTower Advisors, an estimated $13.5M added.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q3 2020 was Jane Street, an estimated $1.58M sold.
Based on aggregated 13F filings for Q3 2020.