WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
63 hedge funds and large institutions have $146M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 9 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
17% more capital invested
Capital invested by funds: $124M → $146M (+$21.6M)
10% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 20
6.2% more ownership
Funds ownership: 60.01% → 66.21% (+6.2%)
2% more funds holding
Funds holding: 62 → 63 (+1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $669K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.13M |
| 2 |
AWM
Aprio Wealth Management
Atlanta,
Georgia
|
+$7.54M |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$7M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.14M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.52M |
| 2 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$4.16M |
| 3 |
AA
Advisory Alpha
Holland,
Michigan
|
-$2.93M |
| 4 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
-$2.21M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.6M |
HYZD Hedge Fund Activity: Q1 2022 in Review
63 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q1 2022, worth a combined $146M — up 17% from $124M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new HYZD positions and 9 closed out — a net gain of 2 holders — while 22 added to existing stakes and 20 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $8.13M. The largest seller was Envestnet Asset Management, cutting an estimated $4.52M.
- 63 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q1 2022, up from 62 in Q4 2021.
- Funds reported $146M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q1 2022, up 17% quarter-over-quarter.
- 11 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q1 2022 and 9 closed out, a net change of +2 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q1 2022 was Royal Bank of Canada, an estimated $8.13M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q1 2022 was Envestnet Asset Management, an estimated $4.52M sold.
Based on aggregated 13F filings for Q1 2022.