WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
30 hedge funds and large institutions have $45.3M invested in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
25% more capital invested
Capital invested by funds: $36.1M → $45.3M (+$9.11M)
20% more funds holding
Funds holding: 25 → 30 (+5)
11.64% more ownership
Funds ownership: 33.06% → 44.7% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$10.4M |
| 2 |
Jane Street
New York
|
+$5.36M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$1.98M |
| 4 |
SCP
Syntal Capital Partners
Midland,
Texas
|
+$338K |
| 5 |
PAS
Partnervest Advisory Services
Santa Barbara,
California
|
+$309K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.23M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.73M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$859K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$608K |
| 5 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
-$309K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
26
Tower Research Capital (TRC)
New York
| $4K | +$4.09K | +94 | New |
|
27
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | – | – | – |
|
|
AF
28
Advisornet Financial
Minnetonka,
Minnesota
| $1K | +$870 | +20 | New |
|
|
SPIA
29
Steward Partners Investment Advisory
New York
| $1K | +$1.31K | +30 | New |
|
|
GFPC
30
Global Financial Private Capital
Sarasota,
Florida
| – | -$309K | -7,000 | Closed |
|
31
Bank of Nova Scotia
Toronto,
Ontario, Canada
| – | -$278K | -6,040 | Closed |
|
|
SWP
32
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$26K | -600 | Closed |
|
CXSE Hedge Fund Activity: Q2 2018 in Review
30 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q2 2018, worth a combined $45.3M — up 25% from $36.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CXSE positions and 3 closed out — a net gain of 5 holders — while 8 added to existing stakes and 6 trimmed.
The largest buyer was Bank of America, adding an estimated $10.4M. The largest seller was Royal Bank of Canada, cutting an estimated $2.23M.
- 30 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q2 2018, up from 25 in Q1 2018.
- Funds reported $45.3M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q2 2018, up 25% quarter-over-quarter.
- 8 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q2 2018 and 3 closed out, a net change of +5 holders.
- The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q2 2018 was Bank of America, an estimated $10.4M added.
- The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q2 2018 was Royal Bank of Canada, an estimated $2.23M sold.
Based on aggregated 13F filings for Q2 2018.