WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
AGGY
151 hedge funds and large institutions have $798M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 66 increasing their positions, 51 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
3% less funds holding
Funds holding: 156 → 151 (-5)
7% less capital invested
Capital invested by funds: $862M → $798M (-$63.8M)
Holders
151
Holding in Top 10
8
Calls
–
Puts
–
Top Buyers
| 1 | +$4.81M | |
| 2 | +$3.91M | |
| 3 | +$3.71M | |
| 4 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
+$2.12M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.93M |
Top Sellers
| 1 | -$45.9M | |
| 2 | -$8.04M | |
| 3 | -$7.09M | |
| 4 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$6.78M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$5.76M |