WisdomTree US LargeCap Fund
60 hedge funds and large institutions have $185M invested in WisdomTree US LargeCap Fund in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 11 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
16% more capital invested
Capital invested by funds: $159M → $185M (+$25.7M)
2.25% more ownership
Funds ownership: 47.33% → 49.58% (+2.2%)
5% less funds holding
Funds holding: 63 → 60 (-3)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
32% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Beacon Financial Group
Dallas,
Texas
|
+$21.6M |
| 2 |
RVPG
Relative Value Partners Group
|
+$2.53M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.2M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$943K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$881K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFPWM
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
-$7.66M |
| 2 |
22CM
20/20 Capital Management
Costa Mesa,
California
|
-$4.27M |
| 3 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$3.05M |
| 4 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
-$2.98M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.49M |
EPS Hedge Fund Activity: Q2 2020 in Review
60 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q2 2020, worth a combined $185M — up 16% from $159M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of EPS and 9 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 17 added.
The largest buyer was Beacon Financial Group, opening a new position worth an estimated $21.6M. The largest seller was Leicht Financial Planning & Wealth Management, exiting entirely with an estimated $7.66M sold.
- 60 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q2 2020, down from 63 in Q1 2020.
- Funds reported $185M of WisdomTree US LargeCap Fund stock for Q2 2020, up 16% quarter-over-quarter.
- 9 funds opened new WisdomTree US LargeCap Fund positions in Q2 2020 and 11 closed out, a net change of -2 holders.
- The largest WisdomTree US LargeCap Fund buyer in Q2 2020 was Beacon Financial Group, an estimated $21.6M added.
- The largest WisdomTree US LargeCap Fund seller in Q2 2020 was Leicht Financial Planning & Wealth Management, an estimated $7.66M sold.
Based on aggregated 13F filings for Q2 2020.