WisdomTree Managed Futures Strategy Fund
WTMF
31 hedge funds and large institutions have $72.2M invested in WisdomTree Managed Futures Strategy Fund in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 9 closing their positions.
16% more capital invested
Capital invested by funds: $62.3M → $72.2M (+$9.91M)
4.13% more ownership
Funds ownership: 59.3% → 63.43% (+4.1%)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
16% less funds holding
Funds holding: 37 → 31 (-6)
56% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$12.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.68M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$524K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$520K |
| 5 |
JCM
Jacobi Capital Management
Pittston,
Pennsylvania
|
+$217K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.99M |
| 2 |
EA
Efficient Advisors
Mason,
Ohio
|
-$1.01M |
| 3 |
Jane Street
New York
|
-$961K |
| 4 |
ODG
O'Dell Group
Cincinnati,
Ohio
|
-$382K |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$363K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HCP
26
Hexagon Capital Partners
Rogers,
Arkansas
| $7K | +$7.13K | +203 | New |
|
27
Citigroup
New York
| $4K | – | – | – |
|
|
AIC
28
Archer Investment Corporation
Carmel,
Indiana
| $3.5K | – | – | – |
|
|
NC
29
NewSquare Capital
Newtown Square,
Pennsylvania
| $1K | – | – | – |
|
|
30
Jane Street
New York
| – | -$961K | -27,443 | Closed |
|
|
CW
31
CreativeOne Wealth
Overland Park,
Kansas
| – | -$363K | -10,385 | Closed |
|
32
Ameriprise
Minneapolis,
Minnesota
| – | -$299K | -8,547 | Closed |
|
33
Envestnet Asset Management
Chicago,
Illinois
| – | -$279K | -7,982 | Closed |
|
|
FA
34
Faithward Advisors
Lancaster,
Pennsylvania
| – | -$252K | -7,202 | Closed |
|
|
OPS
35
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$126K | -3,609 | Closed |
|
|
CFA
36
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$13K | -382 | Closed |
|
|
GWM
37
Geneos Wealth Management
Englewood,
Colorado
| – | -$12K | -359 | Closed |
|
38
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$5K | -154 | Closed |
|
WTMF Hedge Fund Activity: Q3 2020 in Review
31 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q3 2020, worth a combined $72.2M — up 16% from $62.3M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of WTMF and 4 opened new positions — a net loss of 5 holders — while 10 trimmed existing stakes and 9 added.
The largest buyer was Morgan Stanley, adding an estimated $12.9M. The largest seller was Susquehanna International Group, cutting an estimated $1.99M.
- 31 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q3 2020, down from 37 in Q2 2020.
- Funds reported $72.2M of WisdomTree Managed Futures Strategy Fund stock for Q3 2020, up 16% quarter-over-quarter.
- 4 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q3 2020 and 9 closed out, a net change of -5 holders.
- The largest WisdomTree Managed Futures Strategy Fund buyer in Q3 2020 was Morgan Stanley, an estimated $12.9M added.
- The largest WisdomTree Managed Futures Strategy Fund seller in Q3 2020 was Susquehanna International Group, an estimated $1.99M sold.
Based on aggregated 13F filings for Q3 2020.