WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
152 hedge funds and large institutions have $764M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 51 reducing their positions, and 14 closing their positions.
50% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 14
16% more capital invested
Capital invested by funds: $657M → $764M (+$107M)
16% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 51
9.74% more ownership
Funds ownership: 76.65% → 86.39% (+9.7%)
4% more funds holding
Funds holding: 146 → 152 (+6)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$76.6M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$44.4M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$18M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$7.66M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$22.8M |
| 2 |
SC
Savant Capital
Rockford,
Illinois
|
-$8.61M |
| 3 |
Jane Street
New York
|
-$6.63M |
| 4 |
LPL Financial
San Diego,
California
|
-$6.45M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$5M |
AGGY Hedge Fund Activity: Q3 2023 in Review
152 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q3 2023, worth a combined $764M — up 16% from $657M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new AGGY positions and 14 closed out — a net gain of 7 holders — while 59 added to existing stakes and 51 trimmed.
The largest buyer was Bank of America, adding an estimated $76.6M. The largest seller was Old Mission Capital, cutting an estimated $22.8M.
- 152 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q3 2023, up from 146 in Q2 2023.
- Funds reported $764M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q3 2023, up 16% quarter-over-quarter.
- 21 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q3 2023 and 14 closed out, a net change of +7 holders.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q3 2023 was Bank of America, an estimated $76.6M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q3 2023 was Old Mission Capital, an estimated $22.8M sold.
Based on aggregated 13F filings for Q3 2023.