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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

147 hedge funds and large institutions have $957M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 74 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 45

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

4% more funds holding

Funds holding: 142 → 147 (+5)

3% more capital invested

Capital invested by funds: $927M → $957M (+$30.5M)

0% more funds holding in top 10

Funds holding in top 10: 13 → 13 (0)

3.41% less ownership

Funds ownership: 74.84% → 71.42% (-3.4%)

Holders
147
Holders Change
+5
Holders Change %
+3.52%
% of All Funds
2.97%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
15
Increased
74
Reduced
45
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$27.7M
2
LPL Financial
LPL Financial
California
+$20.6M
3
AAS
Avantax Advisory Services
Texas
+$6.57M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.25M
5
PI
PFS Investments
Georgia
+$6.14M

Top Sellers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
-$50.1M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$20.7M
3
DWM
Darwin Wealth Management
Florida
-$8.5M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.06M
5
ACM
Ashford Capital Management
Delaware
-$2.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$414K +$206K +3,796 +97%
TC
102
Truvestments Capital
Florida
$412K +$415K +7,666 New
FFG
103
Frisch Financial Group
New York
$394K +$2.11K +39 +0.5%
TAM
104
Townsend Asset Management
North Carolina
$363K +$866 +16 +0.2%
APA
105
American Portfolios Advisors
New York
$336K +$43.1K +795 +15%
OPS
106
Orion Portfolio Solutions
Nebraska
$325K -$144K -2,653 -31%
CFGS
107
Concourse Financial Group Securities
Alabama
$298K -$5.04K -93 -2%
PAS
108
Park Avenue Securities
New York
$263K +$3.63K +67 +1%
AFAS
109
Acorn Financial Advisory Services
Virginia
$256K -$271 -5 -0.1%
CCA
110
Catalyst Capital Advisors
New York
$253K – – –
TCM
111
Teza Capital Management
Illinois
$249K – – –
CAN
112
Cetera Advisor Networks
California
$242K -$110K -2,026 -31%
5L
113
55I LLC
Massachusetts
$240K -$379 -7 -0.2%
DADC
114
D.A. Davidson & Co
Montana
$236K – – –
MFS
115
McNamara Financial Services
Massachusetts
$233K +$3.25K +60 +1%
FTUS
116
Flow Traders U.S.
New York
$231K -$1.26M -23,294 -84%
MNBTD
117
Moody National Bank Trust Division
Texas
$228K -$2.54K -47 -1%
Royal Bank of Canada
118
Royal Bank of Canada
Ontario, Canada
$223K – – –
AWMG
119
Alliance Wealth Management Group
New Jersey
$218K – – –
TCM
120
Towercrest Capital Management
Pennsylvania
$218K – – –
JWCA
121
J.W. Cole Advisors
Florida
$211K +$212K +3,923 New
NFG
122
Next Financial Group
Texas
$183K -$18K -333 -9%
BAM
123
Belpointe Asset Management
Nevada
$175K +$176K +3,248 New
MAM
124
Meeder Asset Management
Ohio
$143K +$144K +2,650 New
CFO
125
CVA Family Office
Colorado
$116K +$596 +11 +0.5%
3 4
5
6 7

AGGY Hedge Fund Activity: Q3 2020 in Review

147 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q3 2020, worth a combined $957M — up 3.3% from $927M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new AGGY positions and 10 closed out — a net gain of 5 holders — while 74 added to existing stakes and 45 trimmed.

The largest buyer was Jane Street, adding an estimated $27.7M. The largest seller was Horizon Investments, cutting an estimated $50.1M.

  • 147 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q3 2020, up from 142 in Q2 2020.
  • Funds reported $957M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q3 2020, up 3.3% quarter-over-quarter.
  • 15 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q3 2020 and 10 closed out, a net change of +5 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q3 2020 was Jane Street, an estimated $27.7M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q3 2020 was Horizon Investments, an estimated $50.1M sold.

Based on aggregated 13F filings for Q3 2020.