WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
160 hedge funds and large institutions have $1.27B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 68 increasing their positions, 36 reducing their positions, and 3 closing their positions.
1,267% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 3
89% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 36
41% more capital invested
Capital invested by funds: $900M → $1.27B (+$370M)
31% more funds holding
Funds holding: 122 → 160 (+38)
24% more funds holding in top 10
Funds holding in top 10: 17 → 21 (+4)
0.74% more ownership
Funds ownership: 67.34% → 68.08% (+0.74%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$53.6M |
| 2 |
Morgan Stanley
New York
|
+$36M |
| 3 |
VA
Valmark Advisers
Akron,
Ohio
|
+$29.9M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$13.6M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$9.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$4.12M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.19M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$2.13M |
| 4 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$1.84M |
| 5 |
VFM
Vivid Financial Management
Orcutt,
California
|
-$1.52M |
XSOE Hedge Fund Activity: Q3 2020 in Review
160 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q3 2020, worth a combined $1.27B — up 41% from $900M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new XSOE positions and 3 closed out — a net gain of 38 holders — while 68 added to existing stakes and 36 trimmed.
The largest buyer was LPL Financial, adding an estimated $53.6M. The largest seller was Systelligence LLC, cutting an estimated $4.12M.
- 160 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q3 2020, up from 122 in Q2 2020.
- Funds reported $1.27B of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q3 2020, up 41% quarter-over-quarter.
- 41 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q3 2020 and 3 closed out, a net change of +38 holders.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q3 2020 was LPL Financial, an estimated $53.6M added.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seller in Q3 2020 was Systelligence LLC, an estimated $4.12M sold.
Based on aggregated 13F filings for Q3 2020.