WisdomTree US Multifactor Fund
USMF
34 hedge funds and large institutions have $93.1M invested in WisdomTree US Multifactor Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
22% more capital invested
Capital invested by funds: $76.2M → $93.1M (+$16.8M)
17% more funds holding
Funds holding: 29 → 34 (+5)
6.5% more ownership
Funds ownership: 48.72% → 55.22% (+6.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$28.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$376K |
| 3 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
+$342K |
| 4 |
RWB
RMR Wealth Builders
Montclair,
New Jersey
|
+$183K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$168K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
-$13.3M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.33M |
| 3 |
Goldman Sachs
New York
|
-$917K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$666K |
| 5 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$661K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAL
26
Capital Advisors Ltd
Shaker Heights,
Ohio
| $118K | – | – | – |
|
|
CFA
27
Carroll Financial Associates
Charlotte,
North Carolina
| $56K | – | – | – |
|
28
Fifth Third Bancorp
Cincinnati,
Ohio
| $53K | -$495K | -13,397 | -91% |
|
|
AWM
29
Accel Wealth Management
Waverly,
Iowa
| $39K | +$111 | +3 | +0.3% |
|
|
GEA
30
Glen Eagle Advisors
Kingston,
New Jersey
| $32.9K | – | – | – |
|
|
HI
31
Harbour Investments
Madison,
Wisconsin
| $30K | +$29.2K | +791 | New |
|
|
GWM
32
Geneos Wealth Management
Englewood,
Colorado
| $26K | +$25.4K | +688 | New |
|
33
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $14K | +$13.5K | +366 | New |
|
34
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$480K | -13,669 | Closed |
|
|
CAAS
35
Capital Asset Advisory Services
Williamston,
Michigan
| – | -$24K | -688 | Closed |
|
|
MIFH
36
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| – | -$11K | -305 | Closed |
|
37
Fidelity Investments
Boston,
Massachusetts
| – | +$37 | +1 | New |
|
USMF Hedge Fund Activity: Q1 2021 in Review
34 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q1 2021, worth a combined $93.1M — up 22% from $76.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new USMF positions and 3 closed out — a net gain of 5 holders — while 10 added to existing stakes and 11 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $28.3M. The largest seller was Private Wealth Strategies, cutting an estimated $13.3M.
- 34 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q1 2021, up from 29 in Q4 2020.
- Funds reported $93.1M of WisdomTree US Multifactor Fund stock for Q1 2021, up 22% quarter-over-quarter.
- 8 funds opened new WisdomTree US Multifactor Fund positions in Q1 2021 and 3 closed out, a net change of +5 holders.
- The largest WisdomTree US Multifactor Fund buyer in Q1 2021 was HighTower Advisors, an estimated $28.3M added.
- The largest WisdomTree US Multifactor Fund seller in Q1 2021 was Private Wealth Strategies, an estimated $13.3M sold.
Based on aggregated 13F filings for Q1 2021.