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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

142 hedge funds and large institutions have $927M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2020 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 40

31% more capital invested

Capital invested by funds: $707M → $927M (+$219M)

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

6.73% more ownership

Funds ownership: 68.11% → 74.84% (+6.7%)

2% more funds holding

Funds holding: 139 → 142 (+3)

0% more funds holding in top 10

Funds holding in top 10: 13 → 13 (0)

Holders
142
Holders Change
+3
Holders Change %
+2.16%
% of All Funds
2.91%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
32
Increased
61
Reduced
40
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
+$78.7M
2
PI
PFS Investments
Georgia
+$28.8M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$20.2M
4
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
+$18.6M
5
AWM
AE Wealth Management
Kansas
+$14.8M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$37.8M
2
Jane Street
Jane Street
New York
-$32.3M
3
3AM
3D Asset Management
Connecticut
-$3.42M
4
EH
Equitable Holdings
New York
-$3.12M
5
BAAM
Baker Avenue Asset Management
California
-$3.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
51
Patriot Financial Group Insurance Agency
Massachusetts
$2.36M +$519K +9,763 +29%
PCWA
52
Pacific Capital Wealth Advisors
California
$2.35M +$228K +4,282 +11%
BCI
53
Brinker Capital Investments
Pennsylvania
$2.12M -$1.43M -26,864 -41%
AI
54
Atria Investments
North Carolina
$2.05M +$2.03M +38,158 New
IF
55
Intrua Financial
Texas
$1.98M +$1.95M +36,683 New
IWC
56
Integrated Wealth Concepts
Massachusetts
$1.94M +$569K +10,714 +42%
RIA
57
Realta Investment Advisors
Delaware
$1.86M +$42.9K +807 +2%
MFG
58
Merit Financial Group
Georgia
$1.84M +$1.82M +34,272 New
22CM
59
20/20 Capital Management
California
$1.77M -$508K -9,564 -23%
RIG
60
Roosevelt Investment Group
New York
$1.74M +$1.47M +27,590 +578%
PAG
61
Private Advisor Group
New Jersey
$1.69M +$1.18M +22,264 +245%
FTUS
62
Flow Traders U.S.
New York
$1.49M +$1.47M +27,587 New
SPC
63
Sigma Planning Corp
Michigan
$1.43M -$190K -3,577 -12%
HC
64
HNP Capital
New York
$1.34M +$1.32M +24,867 New
VRM
65
Vectors Research Management
New York
$1.34M -$64.1K -1,206 -5%
FAIM
66
Financial Advocates Investment Management
Washington
$1.16M -$5.95K -112 -0.5%
AF
67
Advisornet Financial
Minnesota
$1.11M -$4.36K -82 -0.4%
IWP
68
IAG Wealth Partners
Wisconsin
$1.1M -$133K -2,511 -11%
FFA
69
First Foundation Advisors
California
$1.09M +$1.08M +20,312 New
MML Investors Services
70
MML Investors Services
Massachusetts
$1.07M -$456K -8,573 -30%
IWA
71
Inspirion Wealth Advisors
Illinois
$1.05M +$46.3K +872 +5%
RIA
72
Regal Investment Advisors
Michigan
$998K +$986K +18,544 New
Stifel Financial
73
Stifel Financial
Missouri
$955K +$943K +17,736 New
ACP
74
Aveo Capital Partners
Colorado
$944K -$722K -13,585 -44%
FAAS
75
First Allied Advisory Services
California
$941K +$140K +2,630 +18%
1 2
3
4 5

AGGY Hedge Fund Activity: Q2 2020 in Review

142 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q2 2020, worth a combined $927M — up 31% from $707M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AGGY positions and 26 closed out — a net gain of 6 holders — while 61 added to existing stakes and 40 trimmed.

The largest buyer was Horizon Investments, adding an estimated $78.7M. The largest seller was Citadel Advisors, cutting an estimated $37.8M.

  • 142 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q2 2020, up from 139 in Q1 2020.
  • Funds reported $927M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q2 2020, up 31% quarter-over-quarter.
  • 32 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q2 2020 and 26 closed out, a net change of +6 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q2 2020 was Horizon Investments, an estimated $78.7M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q2 2020 was Citadel Advisors, an estimated $37.8M sold.

Based on aggregated 13F filings for Q2 2020.