WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
USFR was delisted on the 15th of November, 2016.
126 hedge funds and large institutions have $1.86B invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2019 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 9 closing their positions.
378% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 9
204% more capital invested
Capital invested by funds: $613M → $1.86B (+$1.25B)
43% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 30
37% more funds holding
Funds holding: 92 → 126 (+34)
15% more funds holding in top 10
Funds holding in top 10: 13 → 15 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$404M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
+$276M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$172M |
| 4 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$141M |
| 5 |
Morgan Stanley
New York
|
+$61.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
-$31.7M |
| 2 |
CWSR
Chessman Wealth Strategies RIA
Dallas,
Texas
|
-$10.3M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$6.23M |
| 4 |
DSN
D. Scott Neal
Lexington,
Kentucky
|
-$5.96M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$5.12M |
USFR Hedge Fund Activity: Q1 2019 in Review
126 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) for Q1 2019, worth a combined $1.86B — up 204% from $613M a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new USFR positions and 9 closed out — a net gain of 34 holders — while 43 added to existing stakes and 30 trimmed.
The largest buyer was Bank of America, adding an estimated $404M. The largest seller was Valtinson Bruner Financial Planning, cutting an estimated $31.7M.
- 126 institutional investors held WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) as of Q1 2019, up from 92 in Q4 2018.
- Funds reported $1.86B of WisdomTree Bloomberg Floating Rate Treasury Fund stock for Q1 2019, up 204% quarter-over-quarter.
- 43 funds opened new WisdomTree Bloomberg Floating Rate Treasury Fund positions in Q1 2019 and 9 closed out, a net change of +34 holders.
- The largest WisdomTree Bloomberg Floating Rate Treasury Fund buyer in Q1 2019 was Bank of America, an estimated $404M added.
- The largest WisdomTree Bloomberg Floating Rate Treasury Fund seller in Q1 2019 was Valtinson Bruner Financial Planning, an estimated $31.7M sold.
Based on aggregated 13F filings for Q1 2019.