WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
86 hedge funds and large institutions have $578M invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 13 closing their positions.
154% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 13
71% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 17
67% more funds holding in top 10
Funds holding in top 10: 6 → 10 (+4)
26% more funds holding
Funds holding: 68 → 86 (+18)
22% more capital invested
Capital invested by funds: $475M → $578M (+$104M)
4.21% more ownership
Funds ownership: 66.87% → 71.08% (+4.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
+$62.1M |
| 2 |
Morgan Stanley
New York
|
+$27.6M |
| 3 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
+$21.6M |
| 4 |
CFIA
Cantor Fitzgerald Investment Advisors
New York
|
+$15.2M |
| 5 |
DCM
DeGreen Capital Management
Scottsdale,
Arizona
|
+$15.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$9.07M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$7.4M |
| 3 |
Jane Street
New York
|
-$3.1M |
| 4 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$1.85M |
| 5 |
S
Surevest
Los Angeles,
California
|
-$1.55M |
XSOE Hedge Fund Activity: Q1 2020 in Review
86 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q1 2020, worth a combined $578M — up 22% from $475M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new XSOE positions and 13 closed out — a net gain of 20 holders — while 29 added to existing stakes and 17 trimmed.
The largest buyer was Clal Insurance, adding an estimated $62.1M. The largest seller was Envestnet Asset Management, cutting an estimated $9.07M.
- 86 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q1 2020, up from 68 in Q4 2019.
- Funds reported $578M of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q1 2020, up 22% quarter-over-quarter.
- 33 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q1 2020 and 13 closed out, a net change of +20 holders.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q1 2020 was Clal Insurance, an estimated $62.1M added.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seller in Q1 2020 was Envestnet Asset Management, an estimated $9.07M sold.
Based on aggregated 13F filings for Q1 2020.