WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
21 hedge funds and large institutions have $75.5M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 2 closing their positions.
426% more capital inflows, than outflows
Capital inflows: $12.3M | Capital outflows: $2.34M
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
1.51% more ownership
Funds ownership: 51.9% → 53.4% (+1.5%)
0% more funds holding
Funds holding: 21 → 21 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$4.18M |
| 2 |
OA
Opes Advisors
Cupertino,
California
|
+$3.17M |
| 3 |
Morgan Stanley
New York
|
+$2.54M |
| 4 |
3AM
3D Asset Management
Hartford,
Connecticut
|
+$651K |
| 5 |
IFP Advisors
Tampa,
Florida
|
+$543K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sequoia Financial Advisors
Akron,
Ohio
|
-$1.08M |
| 2 |
Virtu KCG Holdings
New York
|
-$542K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$362K |
| 4 |
LPL Financial
San Diego,
California
|
-$215K |
| 5 |
Alliance Wealth Management Group
Flemington,
New Jersey
|
-$53.7K |
AGGY Hedge Fund Activity: Q2 2017 in Review
21 of the 4,023 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q2 2017, worth a combined $75.5M — up 17% from $64.6M a quarter earlier.
Fund positioning in AGGY was balanced in Q2 2017: 2 funds opened new positions, 2 closed out, 10 added to existing stakes and 6 trimmed.
The largest buyer was Jane Street, adding an estimated $4.18M. The largest seller was Sequoia Financial Advisors, cutting an estimated $1.08M.
- 21 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q2 2017, unchanged from Q1 2017.
- Funds reported $75.5M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q2 2017, up 17% quarter-over-quarter.
- 2 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q2 2017 and 2 closed out, a net change of 0 holders.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q2 2017 was Jane Street, an estimated $4.18M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q2 2017 was Sequoia Financial Advisors, an estimated $1.08M sold.
Based on aggregated 13F filings for Q2 2017.