WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
USFR was delisted on the 15th of November, 2016.
92 hedge funds and large institutions have $613M invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2018 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 34 increasing their positions, 12 reducing their positions, and 7 closing their positions.
550% more funds holding in top 10
Funds holding in top 10: 2 → 13 (+11)
500% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 7
324% more capital invested
Capital invested by funds: $144M → $613M (+$468M)
183% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 12
61% more funds holding
Funds holding: 57 → 92 (+35)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$97.3M |
| 2 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$64.5M |
| 3 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$55.8M |
| 4 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
+$48.2M |
| 5 |
Morgan Stanley
New York
|
+$27.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$19.2M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$6.06M |
| 3 |
Jane Street
New York
|
-$5.23M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.06M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.79M |
USFR Hedge Fund Activity: Q4 2018 in Review
92 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) for Q4 2018, worth a combined $613M — up 324% from $144M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new USFR positions and 7 closed out — a net gain of 35 holders — while 34 added to existing stakes and 12 trimmed.
The largest buyer was Bank of America, adding an estimated $97.3M. The largest seller was 3EDGE Asset Management, exiting entirely with an estimated $19.2M sold.
- 92 institutional investors held WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) as of Q4 2018, up from 57 in Q3 2018.
- Funds reported $613M of WisdomTree Bloomberg Floating Rate Treasury Fund stock for Q4 2018, up 324% quarter-over-quarter.
- 42 funds opened new WisdomTree Bloomberg Floating Rate Treasury Fund positions in Q4 2018 and 7 closed out, a net change of +35 holders.
- The largest WisdomTree Bloomberg Floating Rate Treasury Fund buyer in Q4 2018 was Bank of America, an estimated $97.3M added.
- The largest WisdomTree Bloomberg Floating Rate Treasury Fund seller in Q4 2018 was 3EDGE Asset Management, an estimated $19.2M sold.
Based on aggregated 13F filings for Q4 2018.