WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
317 hedge funds and large institutions have $2.17B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 144 increasing their positions, 100 reducing their positions, and 44 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 100
9.4% more ownership
Funds ownership: 66.02% → 75.42% (+9.4%)
9% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 44
3% less funds holding
Funds holding: 327 → 317 (-10)
15% less capital invested
Capital invested by funds: $2.54B → $2.17B (-$369M)
28% less funds holding in top 10
Funds holding in top 10: 29 → 21 (-8)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$311M |
| 2 |
Jane Street
New York
|
+$40.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$27M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$17.3M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$11.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$61.7M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
-$58.7M |
| 3 |
LPL Financial
San Diego,
California
|
-$46.8M |
| 4 |
BPWM
Badgley Phelps Wealth Managers
Seattle,
Washington
|
-$19M |
| 5 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$13.6M |
XSOE Hedge Fund Activity: Q1 2022 in Review
317 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q1 2022, worth a combined $2.17B — down 15% from $2.54B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of XSOE and 40 opened new positions — a net loss of 4 holders — while 100 trimmed existing stakes and 144 added.
The largest buyer was CFS Investment Advisory Services, adding an estimated $311M. The largest seller was Morgan Stanley, cutting an estimated $61.7M.
- 317 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q1 2022, down from 327 in Q4 2021.
- Funds reported $2.17B of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q1 2022, down 15% quarter-over-quarter.
- 40 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q1 2022 and 44 closed out, a net change of -4 holders.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $311M added.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seller in Q1 2022 was Morgan Stanley, an estimated $61.7M sold.
Based on aggregated 13F filings for Q1 2022.