WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
74 hedge funds and large institutions have $354M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 8 closing their positions.
150% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 8
89% more capital invested
Capital invested by funds: $187M → $354M (+$167M)
83% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 18
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
17% more funds holding
Funds holding: 63 → 74 (+11)
15.26% more ownership
Funds ownership: 50.35% → 65.61% (+15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$47.5M |
| 2 |
PI
PFS Investments
Duluth,
Georgia
|
+$31.6M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$17.4M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$9.76M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$8.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$4.13M |
| 2 |
Morgan Stanley
New York
|
-$2.09M |
| 3 |
LPWM
Lake Point Wealth Management
Rockwall,
Texas
|
-$1.67M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.41M |
| 5 |
CFA
Capstone Financial Advisors
Downers Grove,
Illinois
|
-$1.34M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIA
76
Regal Investment Advisors
Kentwood,
Michigan
| – | -$890K | -18,458 | Closed |
|
|
PWPS
77
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$844K | -17,498 | Closed |
|
|
SS
78
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$260K | -5,375 | Closed |
|
|
PA
79
Perennial Advisors
New York
| – | -$74K | -1,525 | Closed |
|
80
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$35K | -730 | Closed |
|
81
Citigroup
New York
| – | +$196 | +4 | New |
|
AGGY Hedge Fund Activity: Q1 2019 in Review
74 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q1 2019, worth a combined $354M — up 89% from $187M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new AGGY positions and 8 closed out — a net gain of 12 holders — while 33 added to existing stakes and 18 trimmed.
The largest buyer was Horizon Investments, opening a new position worth an estimated $47.5M. The largest seller was Apollon Wealth Management, cutting an estimated $4.13M.
- 74 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q1 2019, up from 63 in Q4 2018.
- Funds reported $354M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q1 2019, up 89% quarter-over-quarter.
- 20 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q1 2019 and 8 closed out, a net change of +12 holders.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q1 2019 was Horizon Investments, an estimated $47.5M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q1 2019 was Apollon Wealth Management, an estimated $4.13M sold.
Based on aggregated 13F filings for Q1 2019.