WisdomTree Mortgage Plus Bond Fund
MTGP
8 hedge funds and large institutions have $14.8M invested in WisdomTree Mortgage Plus Bond Fund in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
39.47% more ownership
Funds ownership: 103.18% → 142.65% (+39%)
39% more capital invested
Capital invested by funds: $10.6M → $14.8M (+$4.17M)
14% more funds holding
Funds holding: 7 → 8 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$3.15M |
| 2 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$950K |
| 3 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
+$84.3K |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$13.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.12M |
| 2 |
GEA
Glen Eagle Advisors
Kingston,
New Jersey
|
-$6.71K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PWS
1
Private Wealth Strategies
New Albany,
Ohio
| $6.78M | +$950K | +18,401 | +16% |
|
|
2
Jane Street
New York
| $3.16M | +$3.15M | +61,019 | New |
|
|
3
Citadel Advisors
Miami,
Florida
| $2.79M | -$1.12M | -21,780 | -29% |
|
|
T
4
TRUADVICE
Sarasota,
Florida
| $1.01M | +$1.01M | +19,593 | New |
|
|
PFGIA
5
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $666K | +$84.3K | +1,634 | +15% |
|
|
SFS
6
Sowell Financial Services
North Little Rock,
Arkansas
| $302K | +$13.5K | +262 | +5% |
|
7
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $39K | – | – | – |
|
|
GEA
8
Glen Eagle Advisors
Kingston,
New Jersey
| $15.1K | -$6.71K | -130 | -31% |
|
|
9
Osaic Holdings
Scottsdale,
Arizona
| – | -$3K | -56 | Closed |
|
MTGP Hedge Fund Activity: Q3 2020 in Review
8 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Mortgage Plus Bond Fund (MTGP) for Q3 2020, worth a combined $14.8M — up 39% from $10.6M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MTGP positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $3.15M. The largest seller was Citadel Advisors, cutting an estimated $1.12M.
- 8 institutional investors held WisdomTree Mortgage Plus Bond Fund (MTGP) as of Q3 2020, up from 7 in Q2 2020.
- Funds reported $14.8M of WisdomTree Mortgage Plus Bond Fund stock for Q3 2020, up 39% quarter-over-quarter.
- 2 funds opened new WisdomTree Mortgage Plus Bond Fund positions in Q3 2020 and 1 closed out, a net change of +1 holder.
- The largest WisdomTree Mortgage Plus Bond Fund buyer in Q3 2020 was Jane Street, an estimated $3.15M added.
- The largest WisdomTree Mortgage Plus Bond Fund seller in Q3 2020 was Citadel Advisors, an estimated $1.12M sold.
Based on aggregated 13F filings for Q3 2020.