WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
42 hedge funds and large institutions have $66.1M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 20 reducing their positions, and 12 closing their positions.
9.68% less ownership
Funds ownership: 62.52% → 52.84% (-9.7%)
11% less funds holding
Funds holding: 47 → 42 (-5)
29% less capital invested
Capital invested by funds: $93.7M → $66.1M (-$27.5M)
42% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 12
55% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 20
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
+$535K |
| 2 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$511K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$354K |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$347K |
| 5 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$56.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$16.5M |
| 2 |
BPC
Banque Pictet & Cie
Geneva 73,
Switzerland
|
-$3.14M |
| 3 |
PNAA
Pictet North America Advisors
Geneva 73,
Switzerland
|
-$3.14M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$2.73M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.97M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$32K | -1,695 | Closed |
|
|
MWM
52
MBE Wealth Management
Tomah,
Wisconsin
| – | -$4K | -233 | Closed |
|
|
ASN
53
Advisory Services Network
Atlanta,
Georgia
| – | -$3K | -167 | Closed |
|
HYZD Hedge Fund Activity: Q2 2020 in Review
42 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q2 2020, worth a combined $66.1M — down 29% from $93.7M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of HYZD and 7 opened new positions — a net loss of 5 holders — while 20 trimmed existing stakes and 9 added.
The largest buyer was McAdam LLC, adding an estimated $535K. The largest seller was Jane Street, cutting an estimated $16.5M.
- 42 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q2 2020, down from 47 in Q1 2020.
- Funds reported $66.1M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q2 2020, down 29% quarter-over-quarter.
- 7 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q2 2020 and 12 closed out, a net change of -5 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q2 2020 was McAdam LLC, an estimated $535K added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q2 2020 was Jane Street, an estimated $16.5M sold.
Based on aggregated 13F filings for Q2 2020.