WisdomTree Managed Futures Strategy Fund
WTMF
44 hedge funds and large institutions have $84.3M invested in WisdomTree Managed Futures Strategy Fund in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 19 reducing their positions, and 10 closing their positions.
6.49% more ownership
Funds ownership: 65.1% → 71.59% (+6.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less funds holding
Funds holding: 48 → 44 (-4)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
14% less capital invested
Capital invested by funds: $97.8M → $84.3M (-$13.5M)
68% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.31M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.82M |
| 3 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$338K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$323K |
| 5 |
Jane Street
New York
|
+$319K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$9.05M |
| 2 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
-$2.82M |
| 3 |
EA
Efficient Advisors
Mason,
Ohio
|
-$2.1M |
| 4 |
BAM
Bruderman Asset Management
Locust Valley,
New York
|
-$1.38M |
| 5 |
Betterment LLC
New York
|
-$774K |
WTMF Hedge Fund Activity: Q1 2020 in Review
44 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q1 2020, worth a combined $84.3M — down 14% from $97.8M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of WTMF and 9 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 6 added.
The largest buyer was Morgan Stanley, adding an estimated $6.31M. The largest seller was Royal Bank of Canada, cutting an estimated $9.05M.
- 44 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q1 2020, down from 48 in Q4 2019.
- Funds reported $84.3M of WisdomTree Managed Futures Strategy Fund stock for Q1 2020, down 14% quarter-over-quarter.
- 9 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q1 2020 and 10 closed out, a net change of -1 holder.
- The largest WisdomTree Managed Futures Strategy Fund buyer in Q1 2020 was Morgan Stanley, an estimated $6.31M added.
- The largest WisdomTree Managed Futures Strategy Fund seller in Q1 2020 was Royal Bank of Canada, an estimated $9.05M sold.
Based on aggregated 13F filings for Q1 2020.