WisdomTree Bloomberg US Dollar Bullish Fund
USDU
39 hedge funds and large institutions have $139M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 4 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 9
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
4.13% more ownership
Funds ownership: 68.05% → 72.18% (+4.1%)
3% more funds holding
Funds holding: 38 → 39 (+1)
1% more capital invested
Capital invested by funds: $137M → $139M (+$1.93M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$4.35M |
| 2 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
+$3.23M |
| 3 |
AWS
AJ Wealth Strategies
New York
|
+$915K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$775K |
| 5 |
Morgan Stanley
New York
|
+$486K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$7.07M |
| 2 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$5.79M |
| 3 |
AssetMark Inc
Concord,
California
|
-$1.86M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$535K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$521K |
USDU Hedge Fund Activity: Q1 2017 in Review
39 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q1 2017, worth a combined $139M — up 1.4% from $137M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new USDU positions and 4 closed out — a net gain of 2 holders — while 18 added to existing stakes and 9 trimmed.
The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $4.35M. The largest seller was Bank of America, cutting an estimated $7.07M.
- 39 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q1 2017, up from 38 in Q4 2016.
- Funds reported $139M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q1 2017, up 1.4% quarter-over-quarter.
- 6 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q1 2017 and 4 closed out, a net change of +2 holders.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q1 2017 was Clark Capital Management Group, an estimated $4.35M added.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q1 2017 was Bank of America, an estimated $7.07M sold.
Based on aggregated 13F filings for Q1 2017.