WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
318 hedge funds and large institutions have $3.2B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 183 increasing their positions, 64 reducing their positions, and 26 closing their positions.
186% more repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 64
65% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 26
4% more funds holding
Funds holding: 305 → 318 (+13)
2% less capital invested
Capital invested by funds: $3.27B → $3.2B (-$69.9M)
3% less funds holding in top 10
Funds holding in top 10: 39 → 38 (-1)
5.12% less ownership
Funds ownership: 68.83% → 63.71% (-5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$128M |
| 2 |
LPL Financial
San Diego,
California
|
+$71.6M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$54.9M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$17.4M |
| 5 |
PVH
Psagot Value Holdings
Tel Aviv,
Israel
|
+$15.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
-$188M |
| 2 |
AssetMark Inc
Concord,
California
|
-$146M |
| 3 |
Jane Street
New York
|
-$73.6M |
| 4 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
-$59.1M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$43.6M |
XSOE Hedge Fund Activity: Q2 2021 in Review
318 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q2 2021, worth a combined $3.2B — down 2.1% from $3.27B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new XSOE positions and 26 closed out — a net gain of 17 holders — while 183 added to existing stakes and 64 trimmed.
The largest buyer was Bank of Nova Scotia, adding an estimated $128M. The largest seller was Harel Insurance Investments & Financial Services, exiting entirely with an estimated $188M sold.
- 318 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q2 2021, up from 305 in Q1 2021.
- Funds reported $3.2B of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q2 2021, down 2.1% quarter-over-quarter.
- 43 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q2 2021 and 26 closed out, a net change of +17 holders.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q2 2021 was Bank of Nova Scotia, an estimated $128M added.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seller in Q2 2021 was Harel Insurance Investments & Financial Services, an estimated $188M sold.
Based on aggregated 13F filings for Q2 2021.