WisdomTree Bloomberg US Dollar Bullish Fund
USDU
52 hedge funds and large institutions have $251M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 12 closing their positions.
100% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 12
53% more capital invested
Capital invested by funds: $164M → $251M (+$87.4M)
49.53% more ownership
Funds ownership: 89.89% → 139.42% (+50%)
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
30% more funds holding
Funds holding: 40 → 52 (+12)
17% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$54.3M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$10.1M |
| 3 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$5.95M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$5.47M |
| 5 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$5.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.47M |
| 2 |
AssetMark Inc
Concord,
California
|
-$2.54M |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
-$1.85M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.71M |
| 5 |
BCM
Beaumont Capital Management
Boston,
Massachusetts
|
-$1.48M |
USDU Hedge Fund Activity: Q2 2022 in Review
52 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q2 2022, worth a combined $251M — up 53% from $164M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new USDU positions and 12 closed out — a net gain of 12 holders — while 14 added to existing stakes and 12 trimmed.
The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $54.3M. The largest seller was Morgan Stanley, cutting an estimated $4.47M.
- 52 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q2 2022, up from 40 in Q1 2022.
- Funds reported $251M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q2 2022, up 53% quarter-over-quarter.
- 24 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q2 2022 and 12 closed out, a net change of +12 holders.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q2 2022 was Exchange Traded Concepts, an estimated $54.3M added.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q2 2022 was Morgan Stanley, an estimated $4.47M sold.
Based on aggregated 13F filings for Q2 2022.