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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

142 hedge funds and large institutions have $927M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2020 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 40

31% more capital invested

Capital invested by funds: $707M → $927M (+$219M)

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

6.73% more ownership

Funds ownership: 68.11% → 74.84% (+6.7%)

2% more funds holding

Funds holding: 139 → 142 (+3)

0% more funds holding in top 10

Funds holding in top 10: 13 → 13 (0)

Holders
142
Holders Change
+3
Holders Change %
+2.16%
% of All Funds
2.91%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
32
Increased
61
Reduced
40
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
+$78.7M
2
PI
PFS Investments
Georgia
+$28.8M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$20.2M
4
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
+$18.6M
5
AWM
AE Wealth Management
Kansas
+$14.8M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$37.8M
2
Jane Street
Jane Street
New York
-$32.3M
3
3AM
3D Asset Management
Connecticut
-$3.42M
4
EH
Equitable Holdings
New York
-$3.12M
5
BAAM
Baker Avenue Asset Management
California
-$3.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
101
Concourse Financial Group Securities
Alabama
$303K +$2.39K +45 +0.8%
APA
102
American Portfolios Advisors
New York
$293K -$18.4K -346 -6%
FPIS
103
Financial Planning & Information Services
Wisconsin
$273K +$269K +5,070 New
PAS
104
Park Avenue Securities
New York
$259K +$21.7K +408 +9%
AFAS
105
Acorn Financial Advisory Services
Virginia
$256K – – –
CCA
106
Catalyst Capital Advisors
New York
$253K +$250K +4,700 New
TCM
107
Teza Capital Management
Illinois
$249K +$250K +4,700 New
5L
108
55I LLC
Massachusetts
$241K -$73.4K -1,381 -24%
DADC
109
D.A. Davidson & Co
Montana
$236K +$233K +4,380 New
AWS
110
AJ Wealth Strategies
New York
$233K – – –
MNBTD
111
Moody National Bank Trust Division
Texas
$231K -$42.6K -801 -16%
MFS
112
McNamara Financial Services
Massachusetts
$229K -$24.1K -453 -10%
Royal Bank of Canada
113
Royal Bank of Canada
Ontario, Canada
$223K -$43.4K -817 -17%
BIP
114
Blueprint Investment Partners
North Carolina
$222K +$219K +4,119 New
MWM
115
Meridian Wealth Management
Kentucky
$219K – – –
TCM
116
Towercrest Capital Management
Pennsylvania
$218K -$215K -4,050 -50%
AWMG
117
Alliance Wealth Management Group
New Jersey
$218K – – –
Commonwealth Equity Services
118
Commonwealth Equity Services
Massachusetts
$209K – – –
NFG
119
Next Financial Group
Texas
$201K +$79.7K +1,499 +67%
CF
120
Centaurus Financial
California
$195K -$2.92K -55 -1%
PA
121
Perennial Advisors
New York
$165K +$163K +3,061 New
AWM
122
Apollon Wealth Management
South Carolina
$151K +$149K +2,811 New
AP
123
Advisors Preferred
Maryland
$135K +$48.3K +908 +57%
CFO
124
CVA Family Office
Colorado
$116K +$744 +14 +0.7%
CFD
125
Creative Financial Designs
Indiana
$115K – – –
3 4
5
6 7

AGGY Hedge Fund Activity: Q2 2020 in Review

142 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q2 2020, worth a combined $927M — up 31% from $707M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AGGY positions and 26 closed out — a net gain of 6 holders — while 61 added to existing stakes and 40 trimmed.

The largest buyer was Horizon Investments, adding an estimated $78.7M. The largest seller was Citadel Advisors, cutting an estimated $37.8M.

  • 142 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q2 2020, up from 139 in Q1 2020.
  • Funds reported $927M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q2 2020, up 31% quarter-over-quarter.
  • 32 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q2 2020 and 26 closed out, a net change of +6 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q2 2020 was Horizon Investments, an estimated $78.7M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q2 2020 was Citadel Advisors, an estimated $37.8M sold.

Based on aggregated 13F filings for Q2 2020.