WisdomTree Bloomberg US Dollar Bullish Fund
USDU
49 hedge funds and large institutions have $113M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 13 closing their positions.
8.17% more ownership
Funds ownership: 60.48% → 68.65% (+8.2%)
4% more capital invested
Capital invested by funds: $109M → $113M (+$4.74M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less funds holding
Funds holding: 53 → 49 (-4)
20% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 20
31% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 13
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$6.13M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.71M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.43M |
| 4 |
AC
Avestar Capital
New York
|
+$2.41M |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$1.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$13.5M |
| 2 |
Morgan Stanley
New York
|
-$2.33M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.42M |
| 4 |
PA
PFG Advisors
Phoenix,
Arizona
|
-$1.29M |
| 5 |
JP Morgan Chase
New York
|
-$661K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FHA
51
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$580K | -23,079 | Closed |
|
52
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$400K | -15,924 | Closed |
|
|
TC
53
Torno Capital
Cohasset,
Massachusetts
| – | -$377K | -15,000 | Closed |
|
|
RCA
54
Resonant Capital Advisors
Madison,
Wisconsin
| – | -$264K | -10,500 | Closed |
|
55
Citadel Advisors
Miami,
Florida
| – | -$243K | -9,663 | Closed |
|
|
HGERS
56
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$236K | -9,424 | Closed |
|
|
BCI
57
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$214K | -8,459 | Closed |
|
|
OPS
58
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$214K | -8,459 | Closed |
|
|
VWM
59
Venturi Wealth Management
Austin,
Texas
| – | -$41.6K | -1,655 | Closed |
|
|
ASN
60
Advisory Services Network
Atlanta,
Georgia
| – | -$7.68K | -306 | Closed |
|
61
Fidelity Investments
Boston,
Massachusetts
| – | -$2.79K | -111 | Closed |
|
|
TRCT
62
Tower Research Capital (TRC)
New York
| – | -$50 | -2 | Closed |
|
USDU Hedge Fund Activity: Q1 2024 in Review
49 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q1 2024, worth a combined $113M — up 4.4% from $109M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of USDU and 9 opened new positions — a net loss of 4 holders — while 20 trimmed existing stakes and 16 added.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $6.13M. The largest seller was Jane Street, cutting an estimated $13.5M.
- 49 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q1 2024, down from 53 in Q4 2023.
- Funds reported $113M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q1 2024, up 4.4% quarter-over-quarter.
- 9 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q1 2024 and 13 closed out, a net change of -4 holders.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $6.13M added.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q1 2024 was Jane Street, an estimated $13.5M sold.
Based on aggregated 13F filings for Q1 2024.