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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$78.7M |
| 2 |
PI
PFS Investments
Duluth,
Georgia
|
+$28.8M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$20.2M |
| 4 |
LFPWM
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
+$18.6M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$37.8M |
| 2 |
Jane Street
New York
|
-$32.3M |
| 3 |
3AM
3D Asset Management
Hartford,
Connecticut
|
-$3.42M |
| 4 |
EH
Equitable Holdings
New York
|
-$3.12M |
| 5 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
-$3.05M |
AGGY Hedge Fund Activity: Q2 2020 in Review
142 of the 4,878 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.