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WisdomTree Bloomberg US Dollar Bullish Fund

26 hedge funds and large institutions have $35.7M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

63% more funds holding

Funds holding: 1626 (+10)

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

10% more capital invested

Capital invested by funds: $32.4M → $35.7M (+$3.29M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.2% less ownership

Funds ownership: 52.18%47.98% (-4.2%)

Holders
26
Holders Change
+10
Holders Change %
+62.5%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
5
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$24.2M +$351K +12,524 +1%
SPFA
2
Summit Place Financial Advisors
New Jersey
$3.43M +$185K +6,610 +6%
Jane Street
3
Jane Street
New York
$1.58M +$1.61M +57,361 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.37M +$1.39M +49,493 New
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.04M +$1.06M +37,796 New
Bank of America
6
Bank of America
North Carolina
$931K -$598K -21,334 -39%
LB
7
Legacy Bridge
Iowa
$863K -$36.5K -1,300 -4%
NC
8
NewSquare Capital
Pennsylvania
$782K +$5.89K +210 +0.7%
PAG
9
Pinnacle Advisory Group
Maryland
$638K
LPL Financial
10
LPL Financial
California
$259K +$263K +9,383 New
First Trust Advisors
11
First Trust Advisors
Illinois
$220K -$145K -5,176 -39%
IFA
12
Interactive Financial Advisors
Illinois
$142K +$337 +12 +0.2%
Osaic Holdings
13
Osaic Holdings
Arizona
$65K
UBS Group
14
UBS Group
Switzerland
$40K -$7.35K -262 -15%
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$36K +$36.5K +1,300 New
SFG
16
Sowa Financial Group
Rhode Island
$34K
GWM
17
Geneos Wealth Management
Colorado
$14K +$14.9K +530 New
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$12K
Wells Fargo
19
Wells Fargo
California
$10K +$28 +1 +0.3%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$8K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4K +$3.79K +135 New
SF
22
Synovus Financial
Georgia
$4K +$4.12K +147 New
TFA
23
Transamerica Financial Advisors
Florida
$2K +$1.63K +58 New
AssetMark Inc
24
AssetMark Inc
California
$2K +$2.13K +76 New
BCMIO
25
Beacon Capital Management Inc (Ohio)
Ohio
$1K

USDU Hedge Fund Activity: Q2 2020 in Review

26 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q2 2020, worth a combined $35.7M — up 10% from $32.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new USDU positions and 1 closed out — a net gain of 10 holders — while 5 added to existing stakes and 4 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $1.61M. The largest seller was Bank of America, cutting an estimated $598K.

  • 26 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q2 2020, up from 16 in Q1 2020.
  • Funds reported $35.7M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q2 2020, up 10% quarter-over-quarter.
  • 11 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q2 2020 and 1 closed out, a net change of +10 holders.
  • The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q2 2020 was Jane Street, an estimated $1.61M added.
  • The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q2 2020 was Bank of America, an estimated $598K sold.

Based on aggregated 13F filings for Q2 2020.