WisdomTree Bloomberg US Dollar Bullish Fund
USDU
34 hedge funds and large institutions have $193M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2016 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 6 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
11% more capital invested
Capital invested by funds: $173M → $193M (+$19.7M)
6% more funds holding
Funds holding: 32 → 34 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$66.8M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$10.9M |
| 3 |
CWM
Confluence Wealth Management
Portland,
Oregon
|
+$5.69M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.32M |
| 5 |
Morgan Stanley
New York
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$29.7M |
| 2 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$26.6M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.38M |
| 4 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$1.03M |
| 5 |
FSA
Financial Sense Advisors
San Diego,
California
|
-$502K |
USDU Hedge Fund Activity: Q1 2016 in Review
34 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q1 2016, worth a combined $193M — up 11% from $173M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new USDU positions and 6 closed out — a net gain of 2 holders — while 11 added to existing stakes and 9 trimmed.
The largest buyer was AssetMark Inc, opening a new position worth an estimated $66.8M. The largest seller was Bank of America, cutting an estimated $29.7M.
- 34 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q1 2016, up from 32 in Q4 2015.
- Funds reported $193M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q1 2016, up 11% quarter-over-quarter.
- 8 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q1 2016 and 6 closed out, a net change of +2 holders.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q1 2016 was AssetMark Inc, an estimated $66.8M added.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q1 2016 was Bank of America, an estimated $29.7M sold.
Based on aggregated 13F filings for Q1 2016.