WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
79 hedge funds and large institutions have $436M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 17 reducing their positions, and 8 closing their positions.
129% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 17
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
23% more capital invested
Capital invested by funds: $354M → $436M (+$82.3M)
7% more funds holding
Funds holding: 74 → 79 (+5)
2.65% less ownership
Funds ownership: 65.61% → 62.96% (-2.7%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$31.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$14.1M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
+$7.49M |
| 4 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$6.66M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$4.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$6.18M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$5.42M |
| 3 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
-$5.38M |
| 4 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$4.34M |
| 5 |
LFGH
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
-$4.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
BlackRock
New York
| $1K | – | – | – |
|
|
NR
77
Newfound Research
Wellesley Hills,
Massachusetts
| $1K | – | – | – |
|
|
AI
78
Atria Investments
Charlotte,
North Carolina
| – | -$6.18M | -124,123 | Closed |
|
79
Jane Street
New York
| – | -$2.31M | -46,351 | Closed |
|
|
AIC
80
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$1.13M | -22,755 | Closed |
|
|
CA
81
Continuum Advisory
Eagle,
Idaho
| – | -$274K | -5,511 | Closed |
|
|
LA
82
LexAurum Advisors
Overland Park,
Kansas
| – | -$236K | -4,741 | Closed |
|
|
TWA
83
TCI Wealth Advisors
Tucson,
Arizona
| – | -$193K | -3,871 | Closed |
|
|
HGWM
84
Harvest Group Wealth Management
Waltham,
Massachusetts
| – | -$3K | -53 | Closed |
|
|
WP
85
WealthShield Partners
Cary,
North Carolina
| – | -$2K | -49 | Closed |
|
86
Citigroup
New York
| – | -$50 | -1 | -25% |
|
87
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | +$50 | +1 | New |
|
AGGY Hedge Fund Activity: Q2 2019 in Review
79 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q2 2019, worth a combined $436M — up 23% from $354M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new AGGY positions and 8 closed out — a net gain of 6 holders — while 39 added to existing stakes and 17 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $31.2M. The largest seller was Atria Investments, exiting entirely with an estimated $6.18M sold.
- 79 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q2 2019, up from 74 in Q1 2019.
- Funds reported $436M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q2 2019, up 23% quarter-over-quarter.
- 14 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q2 2019 and 8 closed out, a net change of +6 holders.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q2 2019 was Raymond James Financial Services Advisors, an estimated $31.2M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q2 2019 was Atria Investments, an estimated $6.18M sold.
Based on aggregated 13F filings for Q2 2019.