WisdomTree Bloomberg US Dollar Bullish Fund
USDU
30 hedge funds and large institutions have $41.1M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 3 closing their positions.
158% more capital invested
Capital invested by funds: $15.9M → $41.1M (+$25.2M)
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
39.84% more ownership
Funds ownership: 15.37% → 55.21% (+40%)
15% more funds holding
Funds holding: 26 → 30 (+4)
56% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
+$24.8M |
| 2 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
+$2.59M |
| 3 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$594K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$529K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$303K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.11M |
| 2 |
Jane Street
New York
|
-$2.29M |
| 3 |
VF
Virtu Financial
New York
|
-$528K |
| 4 |
TSS
Two Sigma Securities
New York
|
-$241K |
| 5 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
-$67.4K |
USDU Hedge Fund Activity: Q2 2018 in Review
30 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q2 2018, worth a combined $41.1M — up 158% from $15.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new USDU positions and 3 closed out — a net gain of 4 holders — while 4 added to existing stakes and 9 trimmed.
The largest buyer was Janney Capital Management, opening a new position worth an estimated $24.8M. The largest seller was Morgan Stanley, cutting an estimated $3.11M.
- 30 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q2 2018, up from 26 in Q1 2018.
- Funds reported $41.1M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q2 2018, up 158% quarter-over-quarter.
- 7 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q2 2018 and 3 closed out, a net change of +4 holders.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q2 2018 was Janney Capital Management, an estimated $24.8M added.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q2 2018 was Morgan Stanley, an estimated $3.11M sold.
Based on aggregated 13F filings for Q2 2018.