WisdomTree Floating Rate Treasury Fund
USFR
262 hedge funds and large institutions have $5.45B invested in WisdomTree Floating Rate Treasury Fund in 2022 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 94 increasing their positions, 30 reducing their positions, and 7 closing their positions.
1,643% more first-time investments, than exits
New positions opened: 122 | Existing positions closed: 7
213% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 30
200% more funds holding in top 10
Funds holding in top 10: 16 → 48 (+32)
154% more capital invested
Capital invested by funds: $2.14B → $5.45B (+$3.3B)
77% more funds holding
Funds holding: 148 → 262 (+114)
6.47% more ownership
Funds ownership: 74.73% → 81.2% (+6.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$404M |
| 2 |
STA
Summit Trail Advisors
New York
|
+$399M |
| 3 |
Morgan Stanley
New York
|
+$265M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$235M |
| 5 |
LPL Financial
San Diego,
California
|
+$168M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWM
Heirloom Wealth Management
Greenwood Village,
Colorado
|
-$33.2M |
| 2 |
JWM
Jackson Wealth Management
Lake Mary,
Florida
|
-$5M |
| 3 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$2.86M |
| 4 |
BOPW
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
-$2.2M |
| 5 |
Jane Street
New York
|
-$1.47M |
USFR Hedge Fund Activity: Q2 2022 in Review
262 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Floating Rate Treasury Fund (USFR) for Q2 2022, worth a combined $5.45B — up 154% from $2.14B a quarter earlier.
Buyers outnumbered sellers: 122 funds opened new USFR positions and 7 closed out — a net gain of 115 holders — while 94 added to existing stakes and 30 trimmed.
The largest buyer was 3EDGE Asset Management, adding an estimated $404M. The largest seller was Heirloom Wealth Management, cutting an estimated $33.2M.
- 262 institutional investors held WisdomTree Floating Rate Treasury Fund (USFR) as of Q2 2022, up from 148 in Q1 2022.
- Funds reported $5.45B of WisdomTree Floating Rate Treasury Fund stock for Q2 2022, up 154% quarter-over-quarter.
- 122 funds opened new WisdomTree Floating Rate Treasury Fund positions in Q2 2022 and 7 closed out, a net change of +115 holders.
- The largest WisdomTree Floating Rate Treasury Fund buyer in Q2 2022 was 3EDGE Asset Management, an estimated $404M added.
- The largest WisdomTree Floating Rate Treasury Fund seller in Q2 2022 was Heirloom Wealth Management, an estimated $33.2M sold.
Based on aggregated 13F filings for Q2 2022.