WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
20 hedge funds and large institutions have $10.5M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 3 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 2
85% more capital invested
Capital invested by funds: $5.66M → $10.5M (+$4.81M)
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
11% more funds holding
Funds holding: 18 → 20 (+2)
9.45% more ownership
Funds ownership: 9.42% → 18.88% (+9.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$2.65M |
| 2 |
Jane Street
New York
|
+$1.13M |
| 3 |
Morgan Stanley
New York
|
+$468K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$417K |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$203K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$355K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$221K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$28K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$14.4K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$8.42K |
HYZD Hedge Fund Activity: Q3 2017 in Review
20 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q3 2017, worth a combined $10.5M — up 85% from $5.66M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new HYZD positions and 3 closed out — a net gain of 2 holders — while 8 added to existing stakes and 2 trimmed.
The largest buyer was AlphaStar Capital Management, opening a new position worth an estimated $2.65M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $355K sold.
- 20 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q3 2017, up from 18 in Q2 2017.
- Funds reported $10.5M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q3 2017, up 85% quarter-over-quarter.
- 5 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q3 2017 and 3 closed out, a net change of +2 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q3 2017 was AlphaStar Capital Management, an estimated $2.65M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q3 2017 was Flow Traders U.S., an estimated $355K sold.
Based on aggregated 13F filings for Q3 2017.