WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
41 hedge funds and large institutions have $67.5M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 9 closing their positions.
1.23% more ownership
Funds ownership: 52.84% → 54.07% (+1.2%)
2% more capital invested
Capital invested by funds: $66.1M → $67.5M (+$1.3M)
2% less funds holding
Funds holding: 42 → 41 (-1)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
38% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.32M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$1.02M |
| 3 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
+$841K |
| 4 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$621K |
| 5 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
+$612K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.52M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$619K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$594K |
| 4 |
RFN
RDA Financial Network
Akron,
Iowa
|
-$405K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$369K |
HYZD Hedge Fund Activity: Q3 2020 in Review
41 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q3 2020, worth a combined $67.5M — up 2% from $66.1M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of HYZD and 8 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 10 added.
The largest buyer was Jane Street, adding an estimated $1.32M. The largest seller was Ameriprise, cutting an estimated $2.52M.
- 41 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q3 2020, down from 42 in Q2 2020.
- Funds reported $67.5M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q3 2020, up 2% quarter-over-quarter.
- 8 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q3 2020 and 9 closed out, a net change of -1 holder.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q3 2020 was Jane Street, an estimated $1.32M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q3 2020 was Ameriprise, an estimated $2.52M sold.
Based on aggregated 13F filings for Q3 2020.