WisdomTree Bloomberg US Dollar Bullish Fund
USDU
40 hedge funds and large institutions have $164M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 6 closing their positions.
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
200% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 6
79% more capital invested
Capital invested by funds: $91.5M → $164M (+$72.3M)
63% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 8
38% more funds holding
Funds holding: 29 → 40 (+11)
22.33% more ownership
Funds ownership: 67.56% → 89.89% (+22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSCM
McElhenny Sheffield Capital Management
Dallas,
Texas
|
+$22.3M |
| 2 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
+$10.7M |
| 3 |
NL
NVWM LLC
Yardley,
Pennsylvania
|
+$5.6M |
| 4 |
AssetMark Inc
Concord,
California
|
+$4.68M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$6.62M |
| 2 |
Jane Street
New York
|
-$3.36M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$2.82M |
| 4 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
-$2.69M |
| 5 |
HAS
HBW Advisory Services
Simi Valley,
California
|
-$952K |
USDU Hedge Fund Activity: Q1 2022 in Review
40 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q1 2022, worth a combined $164M — up 79% from $91.5M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new USDU positions and 6 closed out — a net gain of 12 holders — while 13 added to existing stakes and 8 trimmed.
The largest buyer was McElhenny Sheffield Capital Management, opening a new position worth an estimated $22.3M. The largest seller was Exchange Traded Concepts, exiting entirely with an estimated $6.62M sold.
- 40 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q1 2022, up from 29 in Q4 2021.
- Funds reported $164M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q1 2022, up 79% quarter-over-quarter.
- 18 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q1 2022 and 6 closed out, a net change of +12 holders.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q1 2022 was McElhenny Sheffield Capital Management, an estimated $22.3M added.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q1 2022 was Exchange Traded Concepts, an estimated $6.62M sold.
Based on aggregated 13F filings for Q1 2022.