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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
GEA
126
Glen Eagle Advisors
New Jersey
$111K -$52.3K -984 -32%
PB
127
Pinnacle Bancorp
Nebraska
$111K +$109K +2,057 New
PA
128
Parallel Advisors
California
$84K -$556K -10,457 -87%
TFA
129
Transamerica Financial Advisors
Florida
$51K +$50.2K +944 New
NC
130
NewSquare Capital
Pennsylvania
$44K +$43.8K +825 New
LAS
131
Lloyd Advisory Services
Georgia
$42K +$957 +18 +2%
GWM
132
Geneos Wealth Management
Colorado
$34K +$34.5K +650 New
TFGT
133
TS Financial Group (TSFG)
Illinois
$30K +$29.8K +560 New
PO
134
Private Ocean
California
$29K +$29K +545 New
CIAS
135
CBIZ Investment Advisory Services
Ohio
$28K – – –
FHA
136
First Horizon Advisors
Tennessee
$17K +$106 +2 +0.6%
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$11K +$11.2K +210 New
Fidelity Investments
138
Fidelity Investments
Massachusetts
$6K -$6.22K -117 -53%
SL
139
Savior LLC
Massachusetts
$3K – – –
SPIA
140
Steward Partners Investment Advisory
New York
$2K +$1.59K +30 New
FHA
141
Flagship Harbor Advisors
Massachusetts
$2K +$2.92K +55 New
BlackRock
142
BlackRock
New York
$1K – – –
Citigroup
143
Citigroup
New York
$1K +$744 +14 New
BAAM
144
Baker Avenue Asset Management
California
– -$3.05M -59,000 Closed
Bank of New York Mellon
145
Bank of New York Mellon
New York
– -$2.07M -40,013 Closed
JP Morgan Chase
146
JP Morgan Chase
New York
– -$1.31M -25,281 Closed
FFS
147
Founders Financial Securities
Maryland
– -$997K -19,303 Closed
VA
148
Valmark Advisers
Ohio
– -$879K -17,011 Closed
AIP
149
Almanack Investment Partners
Pennsylvania
– -$625K -12,095 Closed
AW
150
ACG Wealth
Georgia
– -$525K -10,155 Closed
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.