WisdomTree Mortgage Plus Bond Fund
MTGP
10 hedge funds and large institutions have $14M invested in WisdomTree Mortgage Plus Bond Fund in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.
233% more funds holding
Funds holding: 3 → 10 (+7)
206% more capital invested
Capital invested by funds: $4.58M → $14M (+$9.44M)
94.69% more ownership
Funds ownership: 45.56% → 140.25% (+95%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$5.99M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$4.34M |
| 3 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
+$430K |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$275K |
| 5 |
GEA
Glen Eagle Advisors
Kingston,
New Jersey
|
+$40K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.5M |
MTGP Hedge Fund Activity: Q1 2020 in Review
10 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Mortgage Plus Bond Fund (MTGP) for Q1 2020, worth a combined $14M — up 206% from $4.58M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new MTGP positions and 0 closed out — a net gain of 7 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Private Wealth Strategies, opening a new position worth an estimated $5.99M. The largest seller was Jane Street, cutting an estimated $1.5M.
- 10 institutional investors held WisdomTree Mortgage Plus Bond Fund (MTGP) as of Q1 2020, up from 3 in Q4 2019.
- Funds reported $14M of WisdomTree Mortgage Plus Bond Fund stock for Q1 2020, up 206% quarter-over-quarter.
- 7 funds opened new WisdomTree Mortgage Plus Bond Fund positions in Q1 2020 and 0 closed out, a net change of +7 holders.
- The largest WisdomTree Mortgage Plus Bond Fund buyer in Q1 2020 was Private Wealth Strategies, an estimated $5.99M added.
- The largest WisdomTree Mortgage Plus Bond Fund seller in Q1 2020 was Jane Street, an estimated $1.5M sold.
Based on aggregated 13F filings for Q1 2020.