WisdomTree Managed Futures Strategy Fund
WTMF
33 hedge funds and large institutions have $89M invested in WisdomTree Managed Futures Strategy Fund in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
23% more capital invested
Capital invested by funds: $72.2M → $89M (+$16.8M)
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
13.94% more ownership
Funds ownership: 63.43% → 77.36% (+14%)
6% more funds holding
Funds holding: 31 → 33 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AP
Advisors Preferred
Rockville,
Maryland
|
+$1.03M |
| 2 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$850K |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$601K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$476K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$201K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.36M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.19M |
| 3 |
ODG
O'Dell Group
Cincinnati,
Ohio
|
-$460K |
| 4 |
MWC
MKD Wealth Coaches
Troy,
Michigan
|
-$299K |
| 5 |
EA
Efficient Advisors
Mason,
Ohio
|
-$283K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
26
Steward Partners Investment Advisory
New York
| $22K | -$13.3K | -371 | -39% |
|
|
ASN
27
Advisory Services Network
Atlanta,
Georgia
| $9K | – | – | – |
|
|
HCP
28
Hexagon Capital Partners
Rogers,
Arkansas
| $7K | – | – | – |
|
29
Citigroup
New York
| $4K | – | – | – |
|
|
AIC
30
Archer Investment Corporation
Carmel,
Indiana
| $3.71K | – | – | – |
|
|
MCC
31
Money Concepts Capital
Palm Beach Gardens,
Florida
| $2K | +$2.14K | +60 | New |
|
|
MWC
32
MKD Wealth Coaches
Troy,
Michigan
| – | -$299K | -8,535 | Closed |
|
|
PFS
33
Prospera Financial Services
Dallas,
Texas
| – | -$103K | -2,950 | Closed |
|
|
FHA
34
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$30K | -881 | Closed |
|
|
GFPC
35
Global Financial Private Client
Sarasota,
Florida
| – | -$16.3K | -469 | Closed |
|
|
NC
36
NewSquare Capital
Newtown Square,
Pennsylvania
| – | -$1K | -15 | Closed |
|
WTMF Hedge Fund Activity: Q4 2020 in Review
33 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q4 2020, worth a combined $89M — up 23% from $72.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new WTMF positions and 5 closed out — a net gain of 2 holders — while 11 added to existing stakes and 9 trimmed.
The largest buyer was Advisors Preferred, opening a new position worth an estimated $1.03M. The largest seller was Morgan Stanley, cutting an estimated $6.36M.
- 33 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q4 2020, up from 31 in Q3 2020.
- Funds reported $89M of WisdomTree Managed Futures Strategy Fund stock for Q4 2020, up 23% quarter-over-quarter.
- 7 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q4 2020 and 5 closed out, a net change of +2 holders.
- The largest WisdomTree Managed Futures Strategy Fund buyer in Q4 2020 was Advisors Preferred, an estimated $1.03M added.
- The largest WisdomTree Managed Futures Strategy Fund seller in Q4 2020 was Morgan Stanley, an estimated $6.36M sold.
Based on aggregated 13F filings for Q4 2020.