WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
USFR was delisted on the 15th of November, 2016.
125 hedge funds and large institutions have $1.95B invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 19 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 39
11% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 19
4% more capital invested
Capital invested by funds: $1.86B → $1.95B (+$83.2M)
0% more funds holding in top 10
Funds holding in top 10: 15 → 15 (0)
1% less funds holding
Funds holding: 126 → 125 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$23.2M |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$13.7M |
| 3 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$10.1M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$4.82M |
| 5 |
RBA
Richard Bernstein Advisors
New York
|
+$4.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$2.66M |
| 2 |
REMPR
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
-$2.6M |
| 3 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$2.22M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.17M |
| 5 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$1.95M |
USFR Hedge Fund Activity: Q2 2019 in Review
125 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) for Q2 2019, worth a combined $1.95B — up 4.5% from $1.86B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new USFR positions and 19 closed out — a net gain of 2 holders — while 53 added to existing stakes and 39 trimmed.
The largest buyer was UBS Group, adding an estimated $23.2M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $2.66M.
- 125 institutional investors held WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) as of Q2 2019, down from 126 in Q1 2019.
- Funds reported $1.95B of WisdomTree Bloomberg Floating Rate Treasury Fund stock for Q2 2019, up 4.5% quarter-over-quarter.
- 21 funds opened new WisdomTree Bloomberg Floating Rate Treasury Fund positions in Q2 2019 and 19 closed out, a net change of +2 holders.
- The largest WisdomTree Bloomberg Floating Rate Treasury Fund buyer in Q2 2019 was UBS Group, an estimated $23.2M added.
- The largest WisdomTree Bloomberg Floating Rate Treasury Fund seller in Q2 2019 was Kayne Anderson Rudnick Investment Management, an estimated $2.66M sold.
Based on aggregated 13F filings for Q2 2019.