WisdomTree Bloomberg US Dollar Bullish Fund
USDU
38 hedge funds and large institutions have $111M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 7 closing their positions.
0.55% less ownership
Funds ownership: 72.18% → 71.63% (-0.55%)
8% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 12
3% less funds holding
Funds holding: 39 → 38 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
20% less capital invested
Capital invested by funds: $139M → $111M (-$28M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.16M |
| 2 |
Jane Street
New York
|
+$2.23M |
| 3 |
Morgan Stanley
New York
|
+$1.55M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$704K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$455K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$24M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$4.29M |
| 3 |
AWS
AJ Wealth Strategies
New York
|
-$3.86M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$481K |
| 5 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$427K |
USDU Hedge Fund Activity: Q2 2017 in Review
38 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q2 2017, worth a combined $111M — down 20% from $139M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of USDU and 6 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 11 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $3.16M. The largest seller was Pinnacle Advisory Group, cutting an estimated $24M.
- 38 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q2 2017, down from 39 in Q1 2017.
- Funds reported $111M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q2 2017, down 20% quarter-over-quarter.
- 6 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q2 2017 and 7 closed out, a net change of -1 holder.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q2 2017 was Susquehanna International Group, an estimated $3.16M added.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q2 2017 was Pinnacle Advisory Group, an estimated $24M sold.
Based on aggregated 13F filings for Q2 2017.