We are live on ! Find out more
USDU icon

WisdomTree Bloomberg US Dollar Bullish Fund

21 hedge funds and large institutions have $52M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more capital invested

Capital invested by funds: $39.8M → $52M (+$12.2M)

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

10.09% more ownership

Funds ownership: 52.13%62.21% (+10%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less funds holding

Funds holding: 2321 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
7
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$23.2M -$570K -22,496 -2%
HighTower Advisors
2
HighTower Advisors
Illinois
$12.7M +$12.5M +492,942 New
CAN
3
Cetera Advisor Networks
California
$6.92M +$2.47M +97,442 +57%
SPFA
4
Summit Place Financial Advisors
New Jersey
$3.75M +$139K +5,500 +4%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$2.9M +$1.33M +52,557 +87%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$892K +$540K +21,289 +159%
VWA
7
V Wealth Advisors
Kansas
$730K
KAS
8
Kestra Advisory Services
Texas
$334K -$398K -15,686 -55%
LPL Financial
9
LPL Financial
California
$231K +$227K +8,964 New
IFA
10
Interactive Financial Advisors
Illinois
$176K +$31.3K +1,236 +22%
Bank of America
11
Bank of America
North Carolina
$67K -$73.9K -2,916 -53%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$63K +$54.7K +2,158 +734%
UBS Group
13
UBS Group
Switzerland
$47K +$9.66K +381 +27%
IA
14
IFP Advisors
Florida
$19K +$19K +750 New
Osaic Holdings
15
Osaic Holdings
Arizona
$14K -$26K -1,024 -65%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$12K
Wells Fargo
17
Wells Fargo
California
$9K -$25 -1 -0.3%
AssetMark Inc
18
AssetMark Inc
California
$2K
IAIM
19
International Assets Investment Management
Florida
$2K
MCC
20
Money Concepts Capital
Florida
$1K -$558 -22 -39%
Jane Street
21
Jane Street
New York
-$3.33M -132,928 Closed
LB
22
Legacy Bridge
Iowa
-$783K -31,285 Closed
PAG
23
Pinnacle Advisory Group
Maryland
-$579K -23,132 Closed
WSTAM
24
Wilbanks Smith & Thomas Asset Management
Virginia
-$543K -21,699 Closed

USDU Hedge Fund Activity: Q1 2021 in Review

21 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q1 2021, worth a combined $52M — up 31% from $39.8M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of USDU and 3 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 7 added.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $12.5M. The largest seller was Jane Street, exiting entirely with an estimated $3.33M sold.

  • 21 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q1 2021, down from 23 in Q4 2020.
  • Funds reported $52M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q1 2021, up 31% quarter-over-quarter.
  • 3 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q1 2021 and 5 closed out, a net change of -2 holders.
  • The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q1 2021 was HighTower Advisors, an estimated $12.5M added.
  • The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q1 2021 was Jane Street, an estimated $3.33M sold.

Based on aggregated 13F filings for Q1 2021.