WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
305 hedge funds and large institutions have $3.27B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2021 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 144 increasing their positions, 58 reducing their positions, and 12 closing their positions.
525% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 12
148% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 58
40% more capital invested
Capital invested by funds: $2.34B → $3.27B (+$937M)
24% more funds holding
Funds holding: 246 → 305 (+59)
15% more funds holding in top 10
Funds holding in top 10: 34 → 39 (+5)
0.41% more ownership
Funds ownership: 68.42% → 68.83% (+0.41%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$170M |
| 2 |
AssetMark Inc
Concord,
California
|
+$149M |
| 3 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
+$81.4M |
| 4 |
Jane Street
New York
|
+$78.7M |
| 5 |
Morgan Stanley
New York
|
+$66.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$21.3M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$19.9M |
| 3 |
SW
SteelPeak Wealth
Woodland Hills,
California
|
-$14.1M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$10.3M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$3.12M |
XSOE Hedge Fund Activity: Q1 2021 in Review
305 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q1 2021, worth a combined $3.27B — up 40% from $2.34B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new XSOE positions and 12 closed out — a net gain of 63 holders — while 144 added to existing stakes and 58 trimmed.
The largest buyer was Bank of Nova Scotia, adding an estimated $170M. The largest seller was Citadel Advisors, cutting an estimated $21.3M.
- 305 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q1 2021, up from 246 in Q4 2020.
- Funds reported $3.27B of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q1 2021, up 40% quarter-over-quarter.
- 75 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q1 2021 and 12 closed out, a net change of +63 holders.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q1 2021 was Bank of Nova Scotia, an estimated $170M added.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seller in Q1 2021 was Citadel Advisors, an estimated $21.3M sold.
Based on aggregated 13F filings for Q1 2021.