WisdomTree Managed Futures Strategy Fund
WTMF
44 hedge funds and large institutions have $97.4M invested in WisdomTree Managed Futures Strategy Fund in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 9 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
27% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 15
2.34% less ownership
Funds ownership: 72.16% → 69.83% (-2.3%)
7% less capital invested
Capital invested by funds: $105M → $97.4M (-$7.73M)
10% less funds holding
Funds holding: 49 → 44 (-5)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWA
FOCUS Wealth Advisors
Houston,
Texas
|
+$4.24M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.14M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.05M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$997K |
| 5 |
Jane Street
New York
|
+$551K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.4M |
| 2 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
-$3.06M |
| 3 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$2.01M |
| 4 |
HAS
HBW Advisory Services
Simi Valley,
California
|
-$1.32M |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
-$1.08M |
WTMF Hedge Fund Activity: Q3 2022 in Review
44 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q3 2022, worth a combined $97.4M — down 7.3% from $105M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of WTMF and 5 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 19 added.
The largest buyer was FOCUS Wealth Advisors, opening a new position worth an estimated $4.24M. The largest seller was Morgan Stanley, cutting an estimated $4.4M.
- 44 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q3 2022, down from 49 in Q2 2022.
- Funds reported $97.4M of WisdomTree Managed Futures Strategy Fund stock for Q3 2022, down 7.3% quarter-over-quarter.
- 5 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q3 2022 and 9 closed out, a net change of -4 holders.
- The largest WisdomTree Managed Futures Strategy Fund buyer in Q3 2022 was FOCUS Wealth Advisors, an estimated $4.24M added.
- The largest WisdomTree Managed Futures Strategy Fund seller in Q3 2022 was Morgan Stanley, an estimated $4.4M sold.
Based on aggregated 13F filings for Q3 2022.