WisdomTree Managed Futures Strategy Fund
WTMF
37 hedge funds and large institutions have $62.3M invested in WisdomTree Managed Futures Strategy Fund in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 11 closing their positions.
12.29% less ownership
Funds ownership: 71.59% → 59.3% (-12%)
16% less funds holding
Funds holding: 44 → 37 (-7)
26% less capital invested
Capital invested by funds: $84.3M → $62.3M (-$22.1M)
53% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 15
55% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 11
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$665K |
| 2 |
Jane Street
New York
|
+$661K |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$369K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$303K |
| 5 |
JCM
Jacobi Capital Management
Pittston,
Pennsylvania
|
+$225K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.05M |
| 2 |
RCA
Resonant Capital Advisors
Madison,
Wisconsin
|
-$2.72M |
| 3 |
EA
Efficient Advisors
Mason,
Ohio
|
-$1.33M |
| 4 |
ODG
O'Dell Group
Cincinnati,
Ohio
|
-$365K |
| 5 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$336K |
WTMF Hedge Fund Activity: Q2 2020 in Review
37 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q2 2020, worth a combined $62.3M — down 26% from $84.3M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of WTMF and 5 opened new positions — a net loss of 6 holders — while 15 trimmed existing stakes and 7 added.
The largest buyer was Susquehanna International Group, adding an estimated $665K. The largest seller was Morgan Stanley, cutting an estimated $3.05M.
- 37 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q2 2020, down from 44 in Q1 2020.
- Funds reported $62.3M of WisdomTree Managed Futures Strategy Fund stock for Q2 2020, down 26% quarter-over-quarter.
- 5 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q2 2020 and 11 closed out, a net change of -6 holders.
- The largest WisdomTree Managed Futures Strategy Fund buyer in Q2 2020 was Susquehanna International Group, an estimated $665K added.
- The largest WisdomTree Managed Futures Strategy Fund seller in Q2 2020 was Morgan Stanley, an estimated $3.05M sold.
Based on aggregated 13F filings for Q2 2020.