WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
28 hedge funds and large institutions have $31.6M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
62% more capital invested
Capital invested by funds: $19.5M → $31.6M (+$12M)
17% more funds holding
Funds holding: 24 → 28 (+4)
5.64% more ownership
Funds ownership: 21.08% → 26.72% (+5.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.96M |
| 2 |
PMG
ProVise Management Group
Clearwater,
Florida
|
+$2.12M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.3M |
| 4 |
LPL Financial
San Diego,
California
|
+$994K |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$389K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
-$358K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$314K |
| 3 |
Jane Street
New York
|
-$99.4K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$95K |
| 5 |
SC
Savant Capital
Rockford,
Illinois
|
-$88.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $18K | – | – | – |
|
|
WAS
27
Winch Advisory Services
Appleton,
Wisconsin
| $13K | +$52 | +1 | +0.4% |
|
|
GWM
28
Geneos Wealth Management
Englewood,
Colorado
| $7K | – | – | – |
|
|
IFWM
29
Institute for Wealth Management
Denver,
Colorado
| – | -$358K | -6,951 | Closed |
|
|
30
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$314K | -6,090 | Closed |
|
|
CAN
31
Cetera Advisor Networks
El Segundo,
California
| – | -$95K | -1,850 | Closed |
|
|
PAG
32
Private Advisor Group
Morristown,
New Jersey
| – | -$40K | -781 | Closed |
|
SHAG Hedge Fund Activity: Q3 2020 in Review
28 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) for Q3 2020, worth a combined $31.6M — up 62% from $19.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SHAG positions and 4 closed out — a net gain of 4 holders — while 9 added to existing stakes and 5 trimmed.
The largest buyer was Bank of America, adding an estimated $5.96M. The largest seller was Institute for Wealth Management, exiting entirely with an estimated $358K sold.
- 28 institutional investors held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) as of Q3 2020, up from 24 in Q2 2020.
- Funds reported $31.6M of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund stock for Q3 2020, up 62% quarter-over-quarter.
- 8 funds opened new WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund positions in Q3 2020 and 4 closed out, a net change of +4 holders.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund buyer in Q3 2020 was Bank of America, an estimated $5.96M added.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund seller in Q3 2020 was Institute for Wealth Management, an estimated $358K sold.
Based on aggregated 13F filings for Q3 2020.