WisdomTree Bloomberg US Dollar Bullish Fund
USDU
57 hedge funds and large institutions have $248M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 26 reducing their positions, and 15 closing their positions.
7% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 15
2% less funds holding
Funds holding: 58 → 57 (-1)
5.16% less ownership
Funds ownership: 77.56% → 72.39% (-5.2%)
7% less capital invested
Capital invested by funds: $268M → $248M (-$19.5M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
38% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
+$11.3M |
| 2 |
PA
PFG Advisors
Phoenix,
Arizona
|
+$5.63M |
| 3 |
Jane Street
New York
|
+$3.1M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.55M |
| 5 |
VIA
Vident Investment Advisory
Alpharetta,
Georgia
|
+$2.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
-$9.19M |
| 2 |
MSCM
McElhenny Sheffield Capital Management
Dallas,
Texas
|
-$8.45M |
| 3 |
Morgan Stanley
New York
|
-$5.64M |
| 4 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$5.07M |
| 5 |
GWSA
Global Wealth Strategies & Associates
Denver,
Colorado
|
-$4.09M |
USDU Hedge Fund Activity: Q1 2023 in Review
57 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q1 2023, worth a combined $248M — down 7.3% from $268M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of USDU and 14 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 16 added.
The largest buyer was SEI Investments, adding an estimated $11.3M. The largest seller was Accurate Wealth Management, cutting an estimated $9.19M.
- 57 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q1 2023, down from 58 in Q4 2022.
- Funds reported $248M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q1 2023, down 7.3% quarter-over-quarter.
- 14 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q1 2023 and 15 closed out, a net change of -1 holder.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q1 2023 was SEI Investments, an estimated $11.3M added.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q1 2023 was Accurate Wealth Management, an estimated $9.19M sold.
Based on aggregated 13F filings for Q1 2023.