WisdomTree US Multifactor Fund
USMF
47 hedge funds and large institutions have $142M invested in WisdomTree US Multifactor Fund in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
7% more funds holding
Funds holding: 44 → 47 (+3)
2.8% more ownership
Funds ownership: 84.92% → 87.71% (+2.8%)
7% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 15
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
9% less capital invested
Capital invested by funds: $155M → $142M (-$13.2M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.68M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$5.74M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.1M |
| 3 |
Morgan Stanley
New York
|
+$667K |
| 4 |
MLA
My Legacy Advisors
Bend,
Oregon
|
+$533K |
| 5 |
5L
55I LLC
Boston,
Massachusetts
|
+$504K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$3.63M |
| 2 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
-$1.63M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$794K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$293K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$261K |
USMF Hedge Fund Activity: Q2 2022 in Review
47 of the 5,960 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q2 2022, worth a combined $142M — down 8.5% from $155M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new USMF positions and 4 closed out — a net gain of 3 holders — while 16 added to existing stakes and 15 trimmed.
The largest buyer was Great Valley Advisor Group, adding an estimated $5.74M. The largest seller was Goldman Sachs, cutting an estimated $3.63M.
- 47 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q2 2022, up from 44 in Q1 2022.
- Funds reported $142M of WisdomTree US Multifactor Fund stock for Q2 2022, down 8.5% quarter-over-quarter.
- 7 funds opened new WisdomTree US Multifactor Fund positions in Q2 2022 and 4 closed out, a net change of +3 holders.
- The largest WisdomTree US Multifactor Fund buyer in Q2 2022 was Great Valley Advisor Group, an estimated $5.74M added.
- The largest WisdomTree US Multifactor Fund seller in Q2 2022 was Goldman Sachs, an estimated $3.63M sold.
Based on aggregated 13F filings for Q2 2022.