WisdomTree Bloomberg US Dollar Bullish Fund
USDU
58 hedge funds and large institutions have $268M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 26 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 15
2.28% less ownership
Funds ownership: 79.84% → 77.56% (-2.3%)
6% less funds holding
Funds holding: 62 → 58 (-4)
15% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 26
23% less capital invested
Capital invested by funds: $350M → $268M (-$82.1M)
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
+$53.3M |
| 2 |
OPCM
Osborne Partners Capital Management
San Francisco,
California
|
+$11.2M |
| 3 |
VIA
Vident Investment Advisory
Alpharetta,
Georgia
|
+$8.09M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$7.74M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$63M |
| 2 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
-$15.3M |
| 3 |
TC
TownSquare Capital
Provo,
Utah
|
-$14.3M |
| 4 |
WAM
Worth Asset Management
Dallas,
Texas
|
-$13.8M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$7.88M |
USDU Hedge Fund Activity: Q4 2022 in Review
58 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q4 2022, worth a combined $268M — down 23% from $350M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of USDU and 22 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 19 added.
The largest buyer was SEI Investments, opening a new position worth an estimated $53.3M. The largest seller was 3EDGE Asset Management, exiting entirely with an estimated $63M sold.
- 58 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q4 2022, down from 62 in Q3 2022.
- Funds reported $268M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q4 2022, down 23% quarter-over-quarter.
- 22 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q4 2022 and 26 closed out, a net change of -4 holders.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q4 2022 was SEI Investments, an estimated $53.3M added.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q4 2022 was 3EDGE Asset Management, an estimated $63M sold.
Based on aggregated 13F filings for Q4 2022.