WisdomTree US Multifactor Fund
USMF
34 hedge funds and large institutions have $74.8M invested in WisdomTree US Multifactor Fund in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
111% more capital invested
Capital invested by funds: $35.5M → $74.8M (+$39.3M)
44% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 9
29.19% more ownership
Funds ownership: 39.28% → 68.47% (+29%)
26% more funds holding
Funds holding: 27 → 34 (+7)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$20.4M |
| 2 |
SFSG
Stearns Financial Services Group
Greensboro,
North Carolina
|
+$20M |
| 3 |
BFG
Beacon Financial Group
Dallas,
Texas
|
+$2.11M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.87M |
| 5 |
PA
Parallel Advisors
San Francisco,
California
|
+$1.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$13.8M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.08M |
| 3 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$510K |
| 4 |
MBT
Montecito Bank & Trust
Santa Barbara,
California
|
-$376K |
| 5 |
Jane Street
New York
|
-$351K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MIFH
26
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| $110K | +$12.7K | +450 | +13% |
|
|
CFA
27
Carroll Financial Associates
Charlotte,
North Carolina
| $101K | – | – | – |
|
|
CIAS
28
Capital Investment Advisory Services
Raleigh,
North Carolina
| $24K | +$23.2K | +820 | New |
|
|
VFA
29
Valeo Financial Advisors
Carmel,
Indiana
| $20K | +$820 | +29 | +4% |
|
|
CFA
30
Camarda Financial Advisors
Fleming Island,
Florida
| $9K | +$8.34K | +295 | New |
|
|
WP
31
WealthShield Partners
Cary,
North Carolina
| $3K | – | – | – |
|
32
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3K | +$2.63K | +93 | New |
|
|
BFG
33
Beacon Financial Group
Dallas,
Texas
| $2.59K | +$2.11M | +74,696 | +513% |
|
|
BFG
34
Barber Financial Group
Lenexa,
Kansas
| – | -$13.8M | -528,888 | Closed |
|
|
RIA
35
Regal Investment Advisors
Kentwood,
Michigan
| – | -$510K | -19,538 | Closed |
|
|
AIC
36
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$17K | -650 | Closed |
|
37
Fidelity Investments
Boston,
Massachusetts
| – | -$763 | -27 | -96% |
|
USMF Hedge Fund Activity: Q1 2019 in Review
34 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q1 2019, worth a combined $74.8M — up 111% from $35.5M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new USMF positions and 3 closed out — a net gain of 7 holders — while 13 added to existing stakes and 9 trimmed.
The largest buyer was Bank of America, adding an estimated $20.4M. The largest seller was Barber Financial Group, exiting entirely with an estimated $13.8M sold.
- 34 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q1 2019, up from 27 in Q4 2018.
- Funds reported $74.8M of WisdomTree US Multifactor Fund stock for Q1 2019, up 111% quarter-over-quarter.
- 10 funds opened new WisdomTree US Multifactor Fund positions in Q1 2019 and 3 closed out, a net change of +7 holders.
- The largest WisdomTree US Multifactor Fund buyer in Q1 2019 was Bank of America, an estimated $20.4M added.
- The largest WisdomTree US Multifactor Fund seller in Q1 2019 was Barber Financial Group, an estimated $13.8M sold.
Based on aggregated 13F filings for Q1 2019.