WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
139 hedge funds and large institutions have $707M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 51 increasing their positions, 44 reducing their positions, and 22 closing their positions.
64% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 22
30% more funds holding in top 10
Funds holding in top 10: 10 → 13 (+3)
16% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 44
9% more funds holding
Funds holding: 128 → 139 (+11)
2.87% more ownership
Funds ownership: 65.23% → 68.11% (+2.9%)
4% more capital invested
Capital invested by funds: $678M → $707M (+$28.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$46M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$40.3M |
| 3 |
PWMG
Prestige Wealth Management Group
Flemington,
New Jersey
|
+$35.7M |
| 4 |
SI
SimpliFi Inc
San Diego,
California
|
+$28.4M |
| 5 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$18.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$67.8M |
| 2 |
PI
PFS Investments
Duluth,
Georgia
|
-$33.6M |
| 3 |
AWS
AJ Wealth Strategies
New York
|
-$15.8M |
| 4 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$15.5M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$14.2M |
AGGY Hedge Fund Activity: Q1 2020 in Review
139 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q1 2020, worth a combined $707M — up 4.3% from $678M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new AGGY positions and 22 closed out — a net gain of 14 holders — while 51 added to existing stakes and 44 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $46M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $67.8M.
- 139 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q1 2020, up from 128 in Q4 2019.
- Funds reported $707M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q1 2020, up 4.3% quarter-over-quarter.
- 36 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q1 2020 and 22 closed out, a net change of +14 holders.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q1 2020 was Jane Street, an estimated $46M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q1 2020 was Raymond James Financial Services Advisors, an estimated $67.8M sold.
Based on aggregated 13F filings for Q1 2020.