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WisdomTree Floating Rate Treasury Fund
USFR
USFR
509 hedge funds and large institutions have $11.3B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 202 increasing their positions, 199 reducing their positions, and 37 closing their positions.
New
Increased
Maintained
Reduced
Closed
73% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 37
5% more funds holding
Funds holding: 486 → 509 (+23)
2% more repeat investments, than reductions
Existing positions increased: 202 | Existing positions reduced: 199
1% less capital invested
Capital invested by funds: $11.4B → $11.3B (-$141M)
1.63% less ownership
Funds ownership: 65.37% → 63.74% (-1.6%)
3% less funds holding in top 10
Funds holding in top 10: 76 → 74 (-2)
Holders
509
Holders Change
+23
Holders Change %
+4.73%
% of All Funds
7.35%
Holding in Top 10
74
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.63%
% of All Funds
1.07%
New
64
Increased
202
Reduced
199
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
JP Morgan Chase
New York
|
+$135M |
| 2 |
C
Certuity
North Palm Beach,
Florida
|
+$47.6M |
| 3 |
BlackRock
New York
|
+$44.5M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$36.7M |
| 5 |
QC
Quadrature Capital
London,
United Kingdom
|
+$28.5M |
Top Sellers
| 1 |
STA
Summit Trail Advisors
New York
|
-$229M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$93.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$86.3M |
| 4 |
BW
BIP Wealth
Atlanta,
Georgia
|
-$45.8M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$43.1M |