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WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE

86 hedge funds and large institutions have $329M invested in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 10

93% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 15

37% more funds holding

Funds holding: 63 → 86 (+23)

21% more capital invested

Capital invested by funds: $271M → $329M (+$58.1M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.92% less ownership

Funds ownership: 38.81% → 36.89% (-1.9%)

Holders
86
Holders Change
+23
Holders Change %
+36.51%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
29
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$56.2M
2
Citadel Advisors
Citadel Advisors
Florida
+$12.4M
3
Morgan Stanley
Morgan Stanley
New York
+$12.2M
4
UBS Group
UBS Group
Switzerland
+$4.16M
5
BS
Banco Santander
Spain
+$3.54M

Top Sellers

Rank Fund Capital Flow
1
HSBC Holdings
HSBC Holdings
United Kingdom
-$28.1M
2
Jane Street
Jane Street
New York
-$6.72M
3
MML Investors Services
MML Investors Services
Massachusetts
-$1.37M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$1.25M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$793K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
76
Harbour Investments
Wisconsin
$6K +$6.28K +88 New
PFGIA
77
Patriot Financial Group Insurance Agency
Massachusetts
$4K -$1.71K -24 -26%
FFA
78
Founders Financial Alliance
North Carolina
$3K +$3.93K +55 New
GWSG
79
GPS Wealth Strategies Group
Colorado
$3K +$4.07K +57 New
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
JWM
81
Janiczek Wealth Management
Colorado
$2K – – –
AF
82
Advisornet Financial
Minnesota
$2K +$1.78K +25 New
Fidelity Investments
83
Fidelity Investments
Massachusetts
$1K +$714 +10 New
VWM
84
Venturi Wealth Management
Texas
$1K +$1.28K +18 New
GRP
85
Global Retirement Partners
California
$1K +$1.43K +20 New
MIH
86
Meitav Investment House
Israel
$911 +$998K +13,979 New
Bank of Nova Scotia
87
Bank of Nova Scotia
Ontario, Canada
– -$1.25M -19,000 Closed
Stifel Financial
88
Stifel Financial
Missouri
– -$592K -8,999 Closed
MWM
89
Merriman Wealth Management
Washington
– -$560K -8,500 Closed
OMC
90
Old Mission Capital
Illinois
– -$420K -6,389 Closed
FEM
91
Fulcrum Equity Management
Texas
– -$388K -5,901 Closed
PAG
92
Private Advisor Group
New Jersey
– -$270K -4,109 Closed
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
– -$21K -318 Closed
William Blair & Company
94
William Blair & Company
Illinois
– -$6K -95 Closed
BlackRock
95
BlackRock
New York
– -$3K -46 Closed
ASN
96
Advisory Services Network
Georgia
– -$2K -34 Closed
1 2 3
4

CXSE Hedge Fund Activity: Q1 2021 in Review

86 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q1 2021, worth a combined $329M — up 21% from $271M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CXSE positions and 10 closed out — a net gain of 23 holders — while 29 added to existing stakes and 15 trimmed.

The largest buyer was Bank of America, adding an estimated $56.2M. The largest seller was HSBC Holdings, cutting an estimated $28.1M.

  • 86 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q1 2021, up from 63 in Q4 2020.
  • Funds reported $329M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q1 2021, up 21% quarter-over-quarter.
  • 33 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q1 2021 and 10 closed out, a net change of +23 holders.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q1 2021 was Bank of America, an estimated $56.2M added.
  • The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q1 2021 was HSBC Holdings, an estimated $28.1M sold.

Based on aggregated 13F filings for Q1 2021.