WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
AGGY
165 hedge funds and large institutions have $812M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
8% less funds holding in top 10
Funds holding in top 10: 13 → 12 (-1)
15% less capital invested
Capital invested by funds: $957M → $812M (-$145M)
Holders
165
Holding in Top 10
12
Calls
–
Puts
–
Top Buyers
| 1 | +$17.2M | |
| 2 | +$15.6M | |
| 3 | +$13.3M | |
| 4 |
LPL Financial
San Diego,
California
|
+$9.69M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$7.05M |
Top Sellers
| 1 | -$71.3M | |
| 2 | -$40.7M | |
| 3 | -$36.2M | |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$26.6M |
| 5 |
LFGH
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
-$13.9M |