WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
USFR was delisted on the 15th of November, 2016.
145 hedge funds and large institutions have $1.06B invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 66 reducing their positions, and 12 closing their positions.
108% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 12
7% more funds holding
Funds holding: 136 → 145 (+9)
4% less capital invested
Capital invested by funds: $1.1B → $1.06B (-$42.2M)
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
33% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 66
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$33.7M |
| 2 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$24.8M |
| 3 |
LFA
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
+$22.6M |
| 4 |
Morgan Stanley
New York
|
+$14.9M |
| 5 |
LPL Financial
San Diego,
California
|
+$14.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$46.7M |
| 2 |
PWMG
Prestige Wealth Management Group
Flemington,
New Jersey
|
-$35.8M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$32.5M |
| 4 |
G
GenTrust
Miami,
Florida
|
-$17.7M |
| 5 |
AAM
Ameraudi Asset Management
New York
|
-$11.8M |
USFR Hedge Fund Activity: Q1 2020 in Review
145 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) for Q1 2020, worth a combined $1.06B — down 3.8% from $1.1B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new USFR positions and 12 closed out — a net gain of 13 holders — while 44 added to existing stakes and 66 trimmed.
The largest buyer was Bank of America, adding an estimated $33.7M. The largest seller was Signature Estate & Investment Advisors, cutting an estimated $46.7M.
- 145 institutional investors held WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) as of Q1 2020, up from 136 in Q4 2019.
- Funds reported $1.06B of WisdomTree Bloomberg Floating Rate Treasury Fund stock for Q1 2020, down 3.8% quarter-over-quarter.
- 25 funds opened new WisdomTree Bloomberg Floating Rate Treasury Fund positions in Q1 2020 and 12 closed out, a net change of +13 holders.
- The largest WisdomTree Bloomberg Floating Rate Treasury Fund buyer in Q1 2020 was Bank of America, an estimated $33.7M added.
- The largest WisdomTree Bloomberg Floating Rate Treasury Fund seller in Q1 2020 was Signature Estate & Investment Advisors, an estimated $46.7M sold.
Based on aggregated 13F filings for Q1 2020.