WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
USFR was delisted on the 15th of November, 2016.
150 hedge funds and large institutions have $1.5B invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 42 increasing their positions, 55 reducing their positions, and 12 closing their positions.
175% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 12
120% more capital invested
Capital invested by funds: $681M → $1.5B (+$817M)
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
15% more funds holding
Funds holding: 130 → 150 (+20)
24% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$356M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
+$222M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$96.4M |
| 4 |
VWM
Venturi Wealth Management
Austin,
Texas
|
+$83.4M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$27.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
-$10.6M |
| 2 |
Morgan Stanley
New York
|
-$8.72M |
| 3 |
TM
Titan Managers
Scottsdale,
Arizona
|
-$8.48M |
| 4 |
UAS
United Asset Strategies
Garden City,
New York
|
-$7.24M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$5.42M |
USFR Hedge Fund Activity: Q4 2021 in Review
150 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) for Q4 2021, worth a combined $1.5B — up 120% from $681M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new USFR positions and 12 closed out — a net gain of 21 holders — while 42 added to existing stakes and 55 trimmed.
The largest buyer was Bank of America, adding an estimated $356M. The largest seller was Equitable Holdings, exiting entirely with an estimated $10.6M sold.
- 150 institutional investors held WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) as of Q4 2021, up from 130 in Q3 2021.
- Funds reported $1.5B of WisdomTree Bloomberg Floating Rate Treasury Fund stock for Q4 2021, up 120% quarter-over-quarter.
- 33 funds opened new WisdomTree Bloomberg Floating Rate Treasury Fund positions in Q4 2021 and 12 closed out, a net change of +21 holders.
- The largest WisdomTree Bloomberg Floating Rate Treasury Fund buyer in Q4 2021 was Bank of America, an estimated $356M added.
- The largest WisdomTree Bloomberg Floating Rate Treasury Fund seller in Q4 2021 was Equitable Holdings, an estimated $10.6M sold.
Based on aggregated 13F filings for Q4 2021.