WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
171 hedge funds and large institutions have $719M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 61 reducing their positions, and 20 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 61
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
4% less capital invested
Capital invested by funds: $748M → $719M (-$28.9M)
1.46% less ownership
Funds ownership: 68.84% → 67.37% (-1.5%)
3% less funds holding
Funds holding: 176 → 171 (-5)
20% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$29.9M |
| 2 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$9.81M |
| 3 |
JFS
JD Financial Services
Carlisle,
Pennsylvania
|
+$8.59M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$7.04M |
| 5 |
Barclays
London,
United Kingdom
|
+$4.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
SimpliFi Inc
San Diego,
California
|
-$49.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$21.7M |
| 3 |
HFS
Horizon Financial Services
Winston Salem,
North Carolina
|
-$8.36M |
| 4 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$7.54M |
| 5 |
NRI
NFP Retirement Inc
Aliso Viejo,
California
|
-$5.67M |
AGGY Hedge Fund Activity: Q2 2021 in Review
171 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q2 2021, worth a combined $719M — down 3.9% from $748M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of AGGY and 16 opened new positions — a net loss of 4 holders — while 61 trimmed existing stakes and 69 added.
The largest buyer was Cardan Capital Partners, opening a new position worth an estimated $29.9M. The largest seller was SimpliFi Inc, exiting entirely with an estimated $49.2M sold.
- 171 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q2 2021, down from 176 in Q1 2021.
- Funds reported $719M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q2 2021, down 3.9% quarter-over-quarter.
- 16 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q2 2021 and 20 closed out, a net change of -4 holders.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q2 2021 was Cardan Capital Partners, an estimated $29.9M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q2 2021 was SimpliFi Inc, an estimated $49.2M sold.
Based on aggregated 13F filings for Q2 2021.