WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
99 hedge funds and large institutions have $564M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 19 reducing their positions, and 4 closing their positions.
525% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 4
147% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 19
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
29% more capital invested
Capital invested by funds: $436M → $564M (+$128M)
25% more funds holding
Funds holding: 79 → 99 (+20)
1.24% less ownership
Funds ownership: 62.96% → 61.72% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$34M |
| 2 |
AWS
AJ Wealth Strategies
New York
|
+$31.1M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
+$9.16M |
| 4 |
Jane Street
New York
|
+$6.1M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$4.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$9.95M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$8.4M |
| 3 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$2.71M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$1.6M |
| 5 |
3AM
3D Asset Management
Hartford,
Connecticut
|
-$957K |
AGGY Hedge Fund Activity: Q3 2019 in Review
99 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q3 2019, worth a combined $564M — up 29% from $436M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new AGGY positions and 4 closed out — a net gain of 21 holders — while 47 added to existing stakes and 19 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $34M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $9.95M sold.
- 99 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q3 2019, up from 79 in Q2 2019.
- Funds reported $564M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q3 2019, up 29% quarter-over-quarter.
- 25 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q3 2019 and 4 closed out, a net change of +21 holders.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q3 2019 was Raymond James Financial Services Advisors, an estimated $34M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q3 2019 was Bank of Nova Scotia, an estimated $9.95M sold.
Based on aggregated 13F filings for Q3 2019.