WisdomTree U.S. Corporate Bond Fund
13 hedge funds and large institutions have $54.6M invested in WisdomTree U.S. Corporate Bond Fund in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
111% more capital invested
Capital invested by funds: $25.9M → $54.6M (+$28.6M)
63% more funds holding
Funds holding: 8 → 13 (+5)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
40.64% more ownership
Funds ownership: 102.27% → 142.91% (+41%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$15.3M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$15.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.35M |
| 4 |
LPL Financial
San Diego,
California
|
+$293K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$253K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$7.57M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$120K |
| 3 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
-$1.59K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $22M | +$15.3M | +287,189 | +245% |
|
|
SS
2
Simplicity Solutions
Minneapolis,
Minnesota
| $22M | +$15.2M | +286,338 | +246% |
|
|
3
Jane Street
New York
| $5.84M | -$7.57M | -142,332 | -57% |
|
|
4
Citadel Advisors
Miami,
Florida
| $2.41M | +$2.35M | +44,272 | New |
|
|
RIA
5
Realta Investment Advisors
Wilmington,
Delaware
| $819K | -$1.59K | -30 | -0.2% |
|
6
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $512K | – | – | – |
|
|
7
LPL Financial
San Diego,
California
| $300K | +$293K | +5,504 | New |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $259K | +$253K | +4,754 | New |
|
|
PAG
9
Private Advisor Group
Morristown,
New Jersey
| $190K | +$185K | +3,486 | New |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $102K | +$372 | +7 | +0.4% |
|
|
PA
11
Perennial Advisors
New York
| $96K | +$93.8K | +1,765 | New |
|
|
NC
12
NewSquare Capital
Newtown Square,
Pennsylvania
| $25K | +$24.7K | +465 | New |
|
|
13
UBS Group
Zurich,
Switzerland
| – | -$120K | -2,372 | Closed |
|
QIG Hedge Fund Activity: Q2 2020 in Review
13 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Corporate Bond Fund (QIG) for Q2 2020, worth a combined $54.6M — up 111% from $25.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new QIG positions and 1 closed out — a net gain of 5 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $15.3M. The largest seller was Jane Street, cutting an estimated $7.57M.
- 13 institutional investors held WisdomTree U.S. Corporate Bond Fund (QIG) as of Q2 2020, up from 8 in Q1 2020.
- Funds reported $54.6M of WisdomTree U.S. Corporate Bond Fund stock for Q2 2020, up 111% quarter-over-quarter.
- 6 funds opened new WisdomTree U.S. Corporate Bond Fund positions in Q2 2020 and 1 closed out, a net change of +5 holders.
- The largest WisdomTree U.S. Corporate Bond Fund buyer in Q2 2020 was AE Wealth Management, an estimated $15.3M added.
- The largest WisdomTree U.S. Corporate Bond Fund seller in Q2 2020 was Jane Street, an estimated $7.57M sold.
Based on aggregated 13F filings for Q2 2020.