WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
122 hedge funds and large institutions have $900M invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 48 increasing their positions, 18 reducing their positions, and 14 closing their positions.
473% more capital inflows, than outflows
Capital inflows: $214M | Capital outflows: $37.3M
257% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 14
167% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 18
70% more funds holding in top 10
Funds holding in top 10: 10 → 17 (+7)
42% more funds holding
Funds holding: 86 → 122 (+36)
14.31% more ownership
Funds ownership: 53.03% → 67.34% (+14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$19.4M |
| 2 |
BFM
Boston Financial Management
Boston,
Massachusetts
|
+$11.9M |
| 3 |
WA
Waddell & Associates
Memphis,
Tennessee
|
+$10.6M |
| 4 |
Jane Street
New York
|
+$10.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$9.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Bouchey Financial Group
Troy,
New York
|
-$15.4M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$5.82M |
| 3 |
DCM
DeGreen Capital Management
Scottsdale,
Arizona
|
-$3.57M |
| 4 |
CFIA
Cantor Fitzgerald Investment Advisors
New York
|
-$3.45M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.4M |
XSOE Hedge Fund Activity: Q2 2020 in Review
122 of the 4,890 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q2 2020, worth a combined $900M — up 56% from $578M a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new XSOE positions and 14 closed out — a net gain of 36 holders — while 48 added to existing stakes and 18 trimmed.
The largest buyer was LPL Financial, adding an estimated $19.4M. The largest seller was Bouchey Financial Group, exiting entirely with an estimated $15.4M sold.
- 122 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q2 2020, up from 86 in Q1 2020.
- Funds reported $900M of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q2 2020, up 56% quarter-over-quarter.
- 50 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q2 2020 and 14 closed out, a net change of +36 holders.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q2 2020 was LPL Financial, an estimated $19.4M added.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seller in Q2 2020 was Bouchey Financial Group, an estimated $15.4M sold.
Based on aggregated 13F filings for Q2 2020.