WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
166 hedge funds and large institutions have $813M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 51 reducing their positions, and 12 closing their positions.
175% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 12
29% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 51
13% more funds holding
Funds holding: 147 → 166 (+19)
1.96% less ownership
Funds ownership: 71.42% → 69.46% (-2%)
8% less funds holding in top 10
Funds holding in top 10: 13 → 12 (-1)
15% less capital invested
Capital invested by funds: $957M → $813M (-$144M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$17.1M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$15.6M |
| 3 |
SI
SimpliFi Inc
San Diego,
California
|
+$13.3M |
| 4 |
LPL Financial
San Diego,
California
|
+$9.68M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$7.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$71.3M |
| 2 |
PI
PFS Investments
Duluth,
Georgia
|
-$41.2M |
| 3 |
Jane Street
New York
|
-$36.2M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$26.5M |
| 5 |
LFGH
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
-$13.9M |
AGGY Hedge Fund Activity: Q4 2020 in Review
166 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q4 2020, worth a combined $813M — down 15% from $957M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new AGGY positions and 12 closed out — a net gain of 21 holders — while 66 added to existing stakes and 51 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $17.1M. The largest seller was Horizon Investments, exiting entirely with an estimated $71.3M sold.
- 166 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q4 2020, up from 147 in Q3 2020.
- Funds reported $813M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q4 2020, down 15% quarter-over-quarter.
- 33 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q4 2020 and 12 closed out, a net change of +21 holders.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q4 2020 was Citadel Advisors, an estimated $17.1M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q4 2020 was Horizon Investments, an estimated $71.3M sold.
Based on aggregated 13F filings for Q4 2020.