WisdomTree Bloomberg US Dollar Bullish Fund
USDU
26 hedge funds and large institutions have $313M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 10 closing their positions.
450% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 2
4% less funds holding
Funds holding: 27 → 26 (-1)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
27% less capital invested
Capital invested by funds: $429M → $313M (-$117M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
+$38.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$9.43M |
| 3 |
NA
Nottingham Advisors
Amherst,
New York
|
+$5.97M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.06M |
| 5 |
Goldman Sachs
New York
|
+$2.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$136M |
| 2 |
SMA
Simply Money Advisors
Cincinnati,
Ohio
|
-$38.4M |
| 3 |
LFG
LifePlan Financial Group
Dayton,
Ohio
|
-$5.26M |
| 4 |
LPL Financial
San Diego,
California
|
-$850K |
| 5 |
WS
Wedbush Securities
Los Angeles,
California
|
-$372K |
USDU Hedge Fund Activity: Q2 2015 in Review
26 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q2 2015, worth a combined $313M — down 27% from $429M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of USDU and 9 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 11 added.
The largest buyer was Pinnacle Advisory Group, adding an estimated $38.1M. The largest seller was Beaumont Financial Advisors, exiting entirely with an estimated $136M sold.
- 26 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q2 2015, down from 27 in Q1 2015.
- Funds reported $313M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q2 2015, down 27% quarter-over-quarter.
- 9 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q2 2015 and 10 closed out, a net change of -1 holder.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q2 2015 was Pinnacle Advisory Group, an estimated $38.1M added.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q2 2015 was Beaumont Financial Advisors, an estimated $136M sold.
Based on aggregated 13F filings for Q2 2015.