WisdomTree US Multifactor Fund
USMF
29 hedge funds and large institutions have $76.2M invested in WisdomTree US Multifactor Fund in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
7% more funds holding
Funds holding: 27 → 29 (+2)
15% less capital invested
Capital invested by funds: $89.8M → $76.2M (-$13.5M)
16.43% less ownership
Funds ownership: 65.15% → 48.72% (-16%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$3.15M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.26M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$838K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$495K |
| 5 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$445K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$618K |
| 2 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$535K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$294K |
| 4 |
IWS
Insight Wealth Strategies
San Ramon,
California
|
-$221K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$186K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
26
Accel Wealth Management
Waverly,
Iowa
| $36K | +$34.1K | +1,028 | New |
|
|
GEA
27
Glen Eagle Advisors
Kingston,
New Jersey
| $30.5K | – | – | – |
|
|
CAAS
28
Capital Asset Advisory Services
Williamston,
Michigan
| $24K | +$22.8K | +688 | New |
|
|
MIFH
29
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| $11K | -$33.2K | -1,000 | -77% |
|
|
IWS
30
Insight Wealth Strategies
San Ramon,
California
| – | -$221K | -7,074 | Closed |
|
|
31
Bank of America
Charlotte,
North Carolina
| – | -$186K | -5,935 | Closed |
|
USMF Hedge Fund Activity: Q4 2020 in Review
29 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q4 2020, worth a combined $76.2M — down 15% from $89.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new USMF positions and 2 closed out — a net gain of 3 holders — while 11 added to existing stakes and 9 trimmed.
The largest buyer was Private Wealth Strategies, adding an estimated $3.15M. The largest seller was Osaic Holdings, cutting an estimated $618K.
- 29 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q4 2020, up from 27 in Q3 2020.
- Funds reported $76.2M of WisdomTree US Multifactor Fund stock for Q4 2020, down 15% quarter-over-quarter.
- 5 funds opened new WisdomTree US Multifactor Fund positions in Q4 2020 and 2 closed out, a net change of +3 holders.
- The largest WisdomTree US Multifactor Fund buyer in Q4 2020 was Private Wealth Strategies, an estimated $3.15M added.
- The largest WisdomTree US Multifactor Fund seller in Q4 2020 was Osaic Holdings, an estimated $618K sold.
Based on aggregated 13F filings for Q4 2020.