WisdomTree Bloomberg US Dollar Bullish Fund
USDU
62 hedge funds and large institutions have $350M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 12 closing their positions.
83% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 12
39% more capital invested
Capital invested by funds: $251M → $350M (+$98.5M)
19% more funds holding
Funds holding: 52 → 62 (+10)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
0% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 18
59.58% less ownership
Funds ownership: 139.42% → 79.84% (-60%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$60.8M |
| 2 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
+$14.8M |
| 3 |
TC
TownSquare Capital
Provo,
Utah
|
+$13.8M |
| 4 |
Morgan Stanley
New York
|
+$10.7M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$9.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$55.2M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$8.93M |
| 3 |
NL
NVWM LLC
Yardley,
Pennsylvania
|
-$5.97M |
| 4 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$5.48M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$2.73M |
USDU Hedge Fund Activity: Q3 2022 in Review
62 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q3 2022, worth a combined $350M — up 39% from $251M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new USDU positions and 12 closed out — a net gain of 10 holders — while 18 added to existing stakes and 18 trimmed.
The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $60.8M. The largest seller was Exchange Traded Concepts, exiting entirely with an estimated $55.2M sold.
- 62 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q3 2022, up from 52 in Q2 2022.
- Funds reported $350M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q3 2022, up 39% quarter-over-quarter.
- 22 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q3 2022 and 12 closed out, a net change of +10 holders.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q3 2022 was 3EDGE Asset Management, an estimated $60.8M added.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q3 2022 was Exchange Traded Concepts, an estimated $55.2M sold.
Based on aggregated 13F filings for Q3 2022.