WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
89 hedge funds and large institutions have $314M invested in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 14 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
38% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 21
21% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 14
3% more funds holding
Funds holding: 86 → 89 (+3)
4% less capital invested
Capital invested by funds: $329M → $314M (-$14.5M)
7.47% less ownership
Funds ownership: 36.89% → 29.42% (-7.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$22M |
| 2 |
Morgan Stanley
New York
|
+$12.8M |
| 3 |
LCWP
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
+$12M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
+$10.3M |
| 5 |
PVH
Psagot Value Holdings
Tel Aviv,
Israel
|
+$7.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$51.4M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$22.8M |
| 3 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$9.06M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$7.62M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.72M |
CXSE Hedge Fund Activity: Q2 2021 in Review
89 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q2 2021, worth a combined $314M — down 4.4% from $329M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new CXSE positions and 14 closed out — a net gain of 3 holders — while 29 added to existing stakes and 21 trimmed.
The largest buyer was Bank of America, adding an estimated $22M. The largest seller was Migdal Insurance & Financial Holdings, exiting entirely with an estimated $51.4M sold.
- 89 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q2 2021, up from 86 in Q1 2021.
- Funds reported $314M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q2 2021, down 4.4% quarter-over-quarter.
- 17 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q2 2021 and 14 closed out, a net change of +3 holders.
- The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q2 2021 was Bank of America, an estimated $22M added.
- The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q2 2021 was Migdal Insurance & Financial Holdings, an estimated $51.4M sold.
Based on aggregated 13F filings for Q2 2021.