WisdomTree Bloomberg US Dollar Bullish Fund
USDU
44 hedge funds and large institutions have $104M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 23 closing their positions.
10.9% less ownership
Funds ownership: 72.39% → 61.5% (-11%)
23% less funds holding
Funds holding: 57 → 44 (-13)
37% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 19
57% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 23
58% less capital invested
Capital invested by funds: $248M → $104M (-$144M)
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPFA
Summit Place Financial Advisors
Summit,
New Jersey
|
+$1.46M |
| 2 |
TC
TownSquare Capital
Provo,
Utah
|
+$908K |
| 3 |
PA
PFG Advisors
Phoenix,
Arizona
|
+$867K |
| 4 |
TC
TAP Consulting
Kirkwood,
Missouri
|
+$798K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$729K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
-$60M |
| 2 |
AssetMark Inc
Concord,
California
|
-$20.5M |
| 3 |
MSCM
McElhenny Sheffield Capital Management
Dallas,
Texas
|
-$8.23M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$7.89M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.52M |
USDU Hedge Fund Activity: Q2 2023 in Review
44 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q2 2023, worth a combined $104M — down 58% from $248M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of USDU and 10 opened new positions — a net loss of 13 holders — while 19 trimmed existing stakes and 12 added.
The largest buyer was Summit Place Financial Advisors, adding an estimated $1.46M. The largest seller was SEI Investments, exiting entirely with an estimated $60M sold.
- 44 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q2 2023, down from 57 in Q1 2023.
- Funds reported $104M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q2 2023, down 58% quarter-over-quarter.
- 10 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q2 2023 and 23 closed out, a net change of -13 holders.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q2 2023 was Summit Place Financial Advisors, an estimated $1.46M added.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q2 2023 was SEI Investments, an estimated $60M sold.
Based on aggregated 13F filings for Q2 2023.