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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.

New
Increased
Maintained
Reduced
Closed

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

22.9% more ownership

Funds ownership: 32.31% → 55.21% (+23%)

15% more funds holding

Funds holding: 26 → 30 (+4)

56% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 9

Holders
30
Holders Change
+4
Holders Change %
+15.38%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
4
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JCM
Janney Capital Management
Pennsylvania
+$24.8M
2
QAM
Q3 Asset Management
Michigan
+$2.59M
3
APA
American Portfolios Advisors
New York
+$594K
4
FTUS
Flow Traders U.S.
New York
+$529K
5
RJA
Raymond James & Associates
Florida
+$303K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.11M
2
Jane Street
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
Illinois
-$67.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1
Janney Capital Management
Pennsylvania
$25.3M +$24.8M +953,347 New
QAM
2
Q3 Asset Management
Michigan
$2.65M +$2.59M +99,540 New
Morgan Stanley
3
Morgan Stanley
New York
$2.27M -$3.11M -119,555 -58%
Bank of America
4
Bank of America
North Carolina
$1.76M +$9.07K +349 +0.5%
AWS
5
AJ Wealth Strategies
New York
$1.61M +$160K +6,150 +11%
HighTower Advisors
6
HighTower Advisors
Illinois
$1.23M +$42.9K +1,652 +4%
CHA
7
Cedar Hill Associates
Illinois
$1.07M -$48.6K -1,870 -4%
First Trust Advisors
8
First Trust Advisors
Illinois
$745K -$2.34K -90 -0.3%
PAG
9
Pinnacle Advisory Group
Maryland
$689K -$20.8K -802 -3%
TC
10
Truvestments Capital
Florida
$649K +$635K +24,428 New
APA
11
American Portfolios Advisors
New York
$611K +$594K +22,853 +16,928%
FTUS
12
Flow Traders U.S.
New York
$541K +$529K +20,355 New
RJA
13
Raymond James & Associates
Florida
$310K +$303K +11,660 New
VF
14
Virtu Financial
New York
$309K -$528K -20,318 -64%
DY
15
Dowling & Yahnke
California
$302K +$295K +11,350 New
CCM
16
Crabel Capital Management
California
$280K +$273K +10,518 New
KA
17
Kovack Advisors
Florida
$213K – – –
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$160K -$6.03K -232 -4%
IFA
19
Interactive Financial Advisors
Illinois
$110K -$67.4K -2,596 -39%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$90K – – –
Citigroup
21
Citigroup
New York
$73K – – –
UBS Group
22
UBS Group
Switzerland
$47K -$1.69K -65 -4%
Wells Fargo
23
Wells Fargo
California
$10K – – –
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$8K – – –
TFA
25
Transamerica Financial Advisors
Florida
$5K -$286 -11 -6%
1
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USDU Hedge Fund Activity: Q2 2018 in Review

30 of the 4,369 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.