WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
61 hedge funds and large institutions have $110M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 10 closing their positions.
5% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 21
1.46% less ownership
Funds ownership: 66.21% → 64.75% (-1.5%)
3% less funds holding
Funds holding: 63 → 61 (-2)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
24% less capital invested
Capital invested by funds: $146M → $110M (-$35.5M)
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$6.29M |
| 2 |
Morgan Stanley
New York
|
+$2.94M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.25M |
| 4 |
Rockefeller Capital Management
New York
|
+$1.88M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$7.35M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.31M |
| 3 |
EP
Eudaimonia Partners
Winchester,
Tennessee
|
-$1.66M |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$1.65M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.62M |
HYZD Hedge Fund Activity: Q2 2022 in Review
61 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q2 2022, worth a combined $110M — down 24% from $146M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of HYZD and 8 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 20 added.
The largest buyer was Jane Street, adding an estimated $6.29M. The largest seller was Stephens Inc, exiting entirely with an estimated $7.35M sold.
- 61 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q2 2022, down from 63 in Q1 2022.
- Funds reported $110M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q2 2022, down 24% quarter-over-quarter.
- 8 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q2 2022 and 10 closed out, a net change of -2 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q2 2022 was Jane Street, an estimated $6.29M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q2 2022 was Stephens Inc, an estimated $7.35M sold.
Based on aggregated 13F filings for Q2 2022.