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WisdomTree Floating Rate Treasury Fund
USFR
USFR
475 hedge funds and large institutions have $12.4B invested in WisdomTree Floating Rate Treasury Fund in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 225 increasing their positions, 145 reducing their positions, and 43 closing their positions.
New
Increased
Maintained
Reduced
Closed
88% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 43
55% more repeat investments, than reductions
Existing positions increased: 225 | Existing positions reduced: 145
8% more funds holding
Funds holding: 440 → 475 (+35)
8% more funds holding in top 10
Funds holding in top 10: 78 → 84 (+6)
1% more capital invested
Capital invested by funds: $12.2B → $12.4B (+$163M)
4.62% less ownership
Funds ownership: 72.16% → 67.54% (-4.6%)
Holders
475
Holders Change
+35
Holders Change %
+7.95%
% of All Funds
7.54%
Holding in Top 10
84
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+7.69%
% of All Funds
1.33%
New
81
Increased
225
Reduced
145
Closed
43
Calls
$1.73M
Puts
–
Net Calls
+$1.73M
Net Calls Change
+$1.43M
Top Buyers
| 1 |
JP Morgan Chase
New York
|
+$220M |
| 2 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
+$104M |
| 3 |
LPL Financial
San Diego,
California
|
+$96.8M |
| 4 |
Cerity Partners
New York
|
+$80.1M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$63M |
