WisdomTree Bloomberg US Dollar Bullish Fund
USDU
16 hedge funds and large institutions have $32.4M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2020 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 6 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
118% more capital invested
Capital invested by funds: $14.9M → $32.4M (+$17.5M)
9.17% more ownership
Funds ownership: 43.01% → 52.18% (+9.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
30% less funds holding
Funds holding: 23 → 16 (-7)
83% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$21.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$434K |
| 3 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$134K |
| 4 |
SPFA
Summit Place Financial Advisors
Summit,
New Jersey
|
+$52.6K |
| 5 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
+$8.79K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$2.98M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.65M |
| 3 |
Jane Street
New York
|
-$785K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$307K |
| 5 |
AWS
AJ Wealth Strategies
New York
|
-$206K |
USDU Hedge Fund Activity: Q1 2020 in Review
16 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q1 2020, worth a combined $32.4M — up 118% from $14.9M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of USDU and 1 opened new positions — a net loss of 5 holders — while 2 trimmed existing stakes and 5 added.
The largest buyer was Morgan Stanley, adding an estimated $21.7M. The largest seller was Mercer Global Advisors, exiting entirely with an estimated $2.98M sold.
- 16 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q1 2020, down from 23 in Q4 2019.
- Funds reported $32.4M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q1 2020, up 118% quarter-over-quarter.
- 1 fund opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q1 2020 and 6 closed out, a net change of -5 holders.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q1 2020 was Morgan Stanley, an estimated $21.7M added.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q1 2020 was Mercer Global Advisors, an estimated $2.98M sold.
Based on aggregated 13F filings for Q1 2020.