WisdomTree Bloomberg US Dollar Bullish Fund
USDU
21 hedge funds and large institutions have $67M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 4 closing their positions.
29% more capital invested
Capital invested by funds: $52M → $67M (+$15M)
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
0% more funds holding
Funds holding: 21 → 21 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.3% less ownership
Funds ownership: 62.21% → 59.91% (-2.3%)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
54% less call options, than puts
Call options by funds: $1.22M | Put options by funds: $2.68M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$19M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$858K |
| 3 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
+$855K |
| 4 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$750K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$724K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$8.24M |
| 2 |
LPL Financial
San Diego,
California
|
-$231K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$137K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$63K |
| 5 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
-$21.7K |
USDU Hedge Fund Activity: Q2 2021 in Review
21 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q2 2021, worth a combined $67M — up 29% from $52M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new USDU positions and 4 closed out — a net gain of 1 holder — while 6 added to existing stakes and 8 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $19M. The largest seller was Morgan Stanley, cutting an estimated $8.24M.
- 21 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $67M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q2 2021, up 29% quarter-over-quarter.
- 5 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q2 2021 and 4 closed out, a net change of +1 holder.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q2 2021 was AssetMark Inc, an estimated $19M added.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q2 2021 was Morgan Stanley, an estimated $8.24M sold.
Based on aggregated 13F filings for Q2 2021.