WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
41 hedge funds and large institutions have $237M invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 8 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 8
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
39% more capital invested
Capital invested by funds: $171M → $237M (+$66.5M)
0.08% less ownership
Funds ownership: 77.56% → 77.48% (-0.08%)
5% less funds holding
Funds holding: 43 → 41 (-2)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.8M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$8.58M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$8.38M |
| 4 |
Morgan Stanley
New York
|
+$4.83M |
| 5 |
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
+$4.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.02M |
| 2 |
NFG
Next Financial Group
Houston,
Texas
|
-$568K |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$320K |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
-$319K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$295K |
XSOE Hedge Fund Activity: Q1 2019 in Review
41 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q1 2019, worth a combined $237M — up 39% from $171M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of XSOE and 6 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 20 added.
The largest buyer was Envestnet Asset Management, adding an estimated $11.8M. The largest seller was Jane Street, cutting an estimated $1.02M.
- 41 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q1 2019, down from 43 in Q4 2018.
- Funds reported $237M of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q1 2019, up 39% quarter-over-quarter.
- 6 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q1 2019 and 8 closed out, a net change of -2 holders.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q1 2019 was Envestnet Asset Management, an estimated $11.8M added.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seller in Q1 2019 was Jane Street, an estimated $1.02M sold.
Based on aggregated 13F filings for Q1 2019.