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WisdomTree Bloomberg US Dollar Bullish Fund

26 hedge funds and large institutions have $106M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

160% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 5

58% more capital invested

Capital invested by funds: $67M → $106M (+$38.8M)

24% more funds holding

Funds holding: 2126 (+5)

12.2% more ownership

Funds ownership: 59.91%72.11% (+12%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
26
Holders Change
+5
Holders Change %
+23.81%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
13
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ETC
1
Exchange Traded Concepts
Oklahoma
$25.4M +$25M +977,604 New
AssetMark Inc
2
AssetMark Inc
California
$20.6M +$1.07M +41,797 +6%
Morgan Stanley
3
Morgan Stanley
New York
$15.3M +$381K +14,874 +3%
HighTower Advisors
4
HighTower Advisors
Illinois
$13M +$368K +14,389 +3%
CAN
5
Cetera Advisor Networks
California
$8.12M +$430K +16,773 +6%
SPFA
6
Summit Place Financial Advisors
New Jersey
$4.15M +$239K +9,340 +6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.13M +$2.22M +86,730 +255%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$2.92M +$6.4K +250 +0.2%
QAM
9
Q3 Asset Management
Michigan
$2.56M +$2.53M +98,674 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.21M +$1.31M +51,105 +151%
Jane Street
11
Jane Street
New York
$1.73M +$1.71M +66,656 New
VWA
12
V Wealth Advisors
Kansas
$1.54M -$69.8K -2,726 -4%
ACP
13
Aveo Capital Partners
Colorado
$1.21M +$431K +16,816 +57%
FTUS
14
Flow Traders U.S.
New York
$973K +$358K +13,993 +60%
Osaic Holdings
15
Osaic Holdings
Arizona
$737K -$21.6K -844 -3%
BFA
16
Beaumont Financial Advisors
Massachusetts
$668K +$405K +15,831 +160%
BCM
17
Beaumont Capital Management
Massachusetts
$641K +$632K +24,700 New
KAS
18
Kestra Advisory Services
Texas
$340K +$2.66K +104 +0.8%
First Trust Advisors
19
First Trust Advisors
Illinois
$209K +$206K +8,049 New
IFA
20
Interactive Financial Advisors
Illinois
$154K -$947 -37 -0.6%
Wells Fargo
21
Wells Fargo
California
$64K +$54.4K +2,123 +614%
UBS Group
22
UBS Group
Switzerland
$24K -$220K -8,591 -91%
IA
23
IFP Advisors
Florida
$16K
Bank of America
24
Bank of America
North Carolina
$13K -$35.9K -1,400 -74%
CG
25
Cutler Group
California
$10K +$10.2K +400 New

USDU Hedge Fund Activity: Q3 2021 in Review

26 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q3 2021, worth a combined $106M — up 58% from $67M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new USDU positions and 1 closed out — a net gain of 6 holders — while 13 added to existing stakes and 5 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $25M. The largest seller was UBS Group, cutting an estimated $220K.

  • 26 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q3 2021, up from 21 in Q2 2021.
  • Funds reported $106M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q3 2021, up 58% quarter-over-quarter.
  • 7 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q3 2021 and 1 closed out, a net change of +6 holders.
  • The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q3 2021 was Exchange Traded Concepts, an estimated $25M added.
  • The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q3 2021 was UBS Group, an estimated $220K sold.

Based on aggregated 13F filings for Q3 2021.