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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$27.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$20.6M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$6.57M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.25M |
| 5 |
PI
PFS Investments
Duluth,
Georgia
|
+$6.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$50.1M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$20.7M |
| 3 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
-$8.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$3.06M |
| 5 |
ACM
Ashford Capital Management
Wilmington,
Delaware
|
-$2.95M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AI
151
Atria Investments
Charlotte,
North Carolina
| – | -$2.05M | -38,158 | Closed |
|
|
RIA
152
Regal Investment Advisors
Kentwood,
Michigan
| – | -$998K | -18,544 | Closed |
|
153
Ameriprise
Minneapolis,
Minnesota
| – | -$308K | -5,728 | Closed |
|
|
BIP
154
Blueprint Investment Partners
Greensboro,
North Carolina
| – | -$222K | -4,119 | Closed |
|
|
MWM
155
Meridian Wealth Management
Lexington,
Kentucky
| – | -$219K | -4,071 | Closed |
|
|
PA
156
Perennial Advisors
New York
| – | -$165K | -3,061 | Closed |
|
|
AWM
157
Apollon Wealth Management
Mount Pleasant,
South Carolina
| – | -$151K | -2,811 | Closed |
|
|
TFA
158
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$51K | -944 | Closed |
|
159
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$11K | -210 | Closed |
|
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.