WisdomTree Bloomberg US Dollar Bullish Fund
USDU
29 hedge funds and large institutions have $91.5M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
12% more funds holding
Funds holding: 26 → 29 (+3)
10% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 10
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.55% less ownership
Funds ownership: 72.11% → 67.56% (-4.6%)
13% less capital invested
Capital invested by funds: $106M → $91.5M (-$14.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Beaumont Capital Management
Boston,
Massachusetts
|
+$3.04M |
| 2 |
Jane Street
New York
|
+$1.63M |
| 3 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$1.59M |
| 4 |
HAS
HBW Advisory Services
Simi Valley,
California
|
+$953K |
| 5 |
AssetMark Inc
Concord,
California
|
+$633K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$18.9M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.2M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$1.03M |
| 4 |
Morgan Stanley
New York
|
-$999K |
| 5 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
-$875K |
USDU Hedge Fund Activity: Q4 2021 in Review
29 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q4 2021, worth a combined $91.5M — down 13% from $106M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new USDU positions and 3 closed out — a net gain of 3 holders — while 11 added to existing stakes and 10 trimmed.
The largest buyer was Beaumont Capital Management, adding an estimated $3.04M. The largest seller was Exchange Traded Concepts, cutting an estimated $18.9M.
- 29 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q4 2021, up from 26 in Q3 2021.
- Funds reported $91.5M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q4 2021, down 13% quarter-over-quarter.
- 6 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q4 2021 and 3 closed out, a net change of +3 holders.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q4 2021 was Beaumont Capital Management, an estimated $3.04M added.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q4 2021 was Exchange Traded Concepts, an estimated $18.9M sold.
Based on aggregated 13F filings for Q4 2021.