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WisdomTree Floating Rate Treasury Fund
USFR
USFR
440 hedge funds and large institutions have $12.2B invested in WisdomTree Floating Rate Treasury Fund in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 184 increasing their positions, 168 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
289% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 18
13% more funds holding
Funds holding: 390 → 440 (+50)
9% more capital invested
Capital invested by funds: $11.2B → $12.2B (+$1.05B)
5% more funds holding in top 10
Funds holding in top 10: 74 → 78 (+4)
10% more repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 168
0.45% less ownership
Funds ownership: 72.61% → 72.16% (-0.45%)
Holders
440
Holders Change
+50
Holders Change %
+12.82%
% of All Funds
6.91%
Holding in Top 10
78
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.41%
% of All Funds
1.22%
New
70
Increased
184
Reduced
168
Closed
18
Calls
$297K
Puts
–
Net Calls
+$297K
Net Calls Change
+$21K
Top Buyers
| 1 |
JP Morgan Chase
New York
|
+$598M |
| 2 |
BW
BIP Wealth
Atlanta,
Georgia
|
+$262M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$105M |
| 4 |
AHC
Anderson Hoagland & Co
St Louis,
Missouri
|
+$60.6M |
| 5 |
VWM
Venturi Wealth Management
Austin,
Texas
|
+$47.2M |
Top Sellers
| 1 |
STA
Summit Trail Advisors
New York
|
-$104M |
| 2 |
Morgan Stanley
New York
|
-$49.9M |
| 3 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
-$45.7M |
| 4 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
-$44.2M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$38.3M |
