We are live on
!
Find out more
WisdomTree Floating Rate Treasury Fund
USFR
USFR
285 hedge funds and large institutions have $7.17B invested in WisdomTree Floating Rate Treasury Fund in 2022 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 132 increasing their positions, 74 reducing their positions, and 33 closing their positions.
New
Increased
Maintained
Reduced
Closed
85% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 33
78% more repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 74
32% more capital invested
Capital invested by funds: $5.45B → $7.17B (+$1.73B)
19% more funds holding in top 10
Funds holding in top 10: 48 → 57 (+9)
9% more funds holding
Funds holding: 262 → 285 (+23)
4.62% less ownership
Funds ownership: 81.2% → 76.58% (-4.6%)
Holders
285
Holders Change
+23
Holders Change %
+8.78%
% of All Funds
4.91%
Holding in Top 10
57
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+18.75%
% of All Funds
0.98%
New
61
Increased
132
Reduced
74
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
STA
Summit Trail Advisors
New York
|
+$329M |
| 2 |
Morgan Stanley
New York
|
+$321M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$150M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$148M |
| 5 |
LPL Financial
San Diego,
California
|
+$138M |
Top Sellers
| 1 |
RBA
Richard Bernstein Advisors
New York
|
-$218M |
| 2 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$55.4M |
| 3 |
II
Inspire Investing
Meridian,
Idaho
|
-$41.4M |
| 4 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
-$30.7M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$21M |
