WisdomTree Bloomberg US Dollar Bullish Fund
USDU
23 hedge funds and large institutions have $39.8M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 10 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
15% less funds holding
Funds holding: 27 → 23 (-4)
16.05% less ownership
Funds ownership: 68.18% → 52.13% (-16%)
36% less capital invested
Capital invested by funds: $62.7M → $39.8M (-$22.9M)
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$3.44M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.78M |
| 3 |
Morgan Stanley
New York
|
+$1.13M |
| 4 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$562K |
| 5 |
SPFA
Summit Place Financial Advisors
Summit,
New Jersey
|
+$236K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$13.5M |
| 2 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
-$6.81M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$4.47M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.92M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$276K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
First Trust Advisors
Wheaton,
Illinois
| – | -$276K | -10,367 | Closed |
|
27
LPL Financial
San Diego,
California
| – | -$237K | -8,880 | Closed |
|
|
SFG
28
Sowa Financial Group
Lincoln,
Rhode Island
| – | -$21K | -792 | Closed |
|
|
GWM
29
Geneos Wealth Management
Englewood,
Colorado
| – | -$14K | -530 | Closed |
|
|
NFG
30
Next Financial Group
Houston,
Texas
| – | -$1K | -30 | Closed |
|
|
NC
31
NewSquare Capital
Newtown Square,
Pennsylvania
| – | -$1K | -20 | Closed |
|
32
Fidelity Investments
Boston,
Massachusetts
| – | +$26 | +1 | New |
|
|
PMFA
33
Plante Moran Financial Advisors
Southfield,
Michigan
| – | +$363 | +14 | New |
|
USDU Hedge Fund Activity: Q4 2020 in Review
23 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q4 2020, worth a combined $39.8M — down 36% from $62.7M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of USDU and 6 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 7 added.
The largest buyer was Jane Street, opening a new position worth an estimated $3.44M. The largest seller was HighTower Advisors, exiting entirely with an estimated $13.5M sold.
- 23 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q4 2020, down from 27 in Q3 2020.
- Funds reported $39.8M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q4 2020, down 36% quarter-over-quarter.
- 6 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q4 2020 and 10 closed out, a net change of -4 holders.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q4 2020 was Jane Street, an estimated $3.44M added.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q4 2020 was HighTower Advisors, an estimated $13.5M sold.
Based on aggregated 13F filings for Q4 2020.