WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
176 hedge funds and large institutions have $748M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 58 reducing their positions, and 13 closing their positions.
85% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 13
26% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 58
6% more funds holding
Funds holding: 166 → 176 (+10)
0.63% less ownership
Funds ownership: 69.46% → 68.84% (-0.63%)
8% less capital invested
Capital invested by funds: $813M → $748M (-$65.2M)
17% less funds holding in top 10
Funds holding in top 10: 12 → 10 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$20.6M |
| 2 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$12.7M |
| 3 |
NRI
NFP Retirement Inc
Aliso Viejo,
California
|
+$5.96M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$5.45M |
| 5 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$5.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$37.5M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$17M |
| 3 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$11.6M |
| 4 |
ACM
Ashford Capital Management
Wilmington,
Delaware
|
-$7.95M |
| 5 |
LFPWM
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
-$7.94M |
AGGY Hedge Fund Activity: Q1 2021 in Review
176 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q1 2021, worth a combined $748M — down 8% from $813M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new AGGY positions and 13 closed out — a net gain of 11 holders — while 73 added to existing stakes and 58 trimmed.
The largest buyer was Horizon Investments, opening a new position worth an estimated $20.6M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $37.5M sold.
- 176 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q1 2021, up from 166 in Q4 2020.
- Funds reported $748M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q1 2021, down 8% quarter-over-quarter.
- 24 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q1 2021 and 13 closed out, a net change of +11 holders.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q1 2021 was Horizon Investments, an estimated $20.6M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q1 2021 was Simplicity Solutions, an estimated $37.5M sold.
Based on aggregated 13F filings for Q1 2021.