WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
47 hedge funds and large institutions have $93.7M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 21 closing their positions.
8.5% more ownership
Funds ownership: 54.03% → 62.52% (+8.5%)
21% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 19
21% less capital invested
Capital invested by funds: $119M → $93.7M (-$25.2M)
27% less funds holding
Funds holding: 64 → 47 (-17)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
67% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$20.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$11.3M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$5.78M |
| 4 |
JP Morgan Chase
New York
|
+$2.24M |
| 5 |
Morgan Stanley
New York
|
+$2.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$12.9M |
| 2 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$6.66M |
| 3 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$3.81M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.41M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$3.04M |
HYZD Hedge Fund Activity: Q1 2020 in Review
47 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q1 2020, worth a combined $93.7M — down 21% from $119M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of HYZD and 7 opened new positions — a net loss of 14 holders — while 19 trimmed existing stakes and 15 added.
The largest buyer was Jane Street, adding an estimated $20.3M. The largest seller was Envestnet Asset Management, cutting an estimated $12.9M.
- 47 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q1 2020, down from 64 in Q4 2019.
- Funds reported $93.7M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q1 2020, down 21% quarter-over-quarter.
- 7 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q1 2020 and 21 closed out, a net change of -14 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q1 2020 was Jane Street, an estimated $20.3M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q1 2020 was Envestnet Asset Management, an estimated $12.9M sold.
Based on aggregated 13F filings for Q1 2020.