WisdomTree US Multifactor Fund
USMF
34 hedge funds and large institutions have $77.4M 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
118% more capital invested
Capital invested by funds: $35.5M → $77.4M (+$41.9M)
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 |
USMF Hedge Fund Activity: Q1 2019 in Review
34 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q1 2019, worth a combined $77.4M — up 118% 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 $77.4M of WisdomTree US Multifactor Fund stock for Q1 2019, up 118% 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.