WisdomTree Bloomberg US Dollar Bullish Fund
USDU
46 hedge funds and large institutions have $140M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 11 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
34% more capital invested
Capital invested by funds: $104M → $140M (+$36M)
33% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 12
18% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 11
5% more funds holding
Funds holding: 44 → 46 (+2)
6.56% less ownership
Funds ownership: 61.5% → 54.94% (-6.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$19.3M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$13.2M |
| 3 |
Jane Street
New York
|
+$6.35M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.46M |
| 5 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
+$1.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.08M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.47M |
| 3 |
Morgan Stanley
New York
|
-$3.69M |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$1.69M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$1.48M |
USDU Hedge Fund Activity: Q3 2023 in Review
46 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q3 2023, worth a combined $140M — up 34% from $104M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new USDU positions and 11 closed out — a net gain of 2 holders — while 16 added to existing stakes and 12 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $19.3M. The largest seller was Envestnet Asset Management, cutting an estimated $7.08M.
- 46 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q3 2023, up from 44 in Q2 2023.
- Funds reported $140M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q3 2023, up 34% quarter-over-quarter.
- 13 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q3 2023 and 11 closed out, a net change of +2 holders.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q3 2023 was HighTower Advisors, an estimated $19.3M added.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q3 2023 was Envestnet Asset Management, an estimated $7.08M sold.
Based on aggregated 13F filings for Q3 2023.