WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
39 hedge funds and large institutions have $64M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 8 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 10
47% more capital invested
Capital invested by funds: $43.6M → $64M (+$20.4M)
9.76% more ownership
Funds ownership: 37.66% → 47.42% (+9.8%)
0% more funds holding
Funds holding: 39 → 39 (0)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
+$16.1M |
| 2 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
+$6.71M |
| 3 |
NEIRG
New England Investment & Retirement Group
North Andover,
Massachusetts
|
+$2.14M |
| 4 |
Morgan Stanley
New York
|
+$1.39M |
| 5 |
Jane Street
New York
|
+$1.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$7.44M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.2M |
| 3 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
-$975K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$480K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$304K |
HYZD Hedge Fund Activity: Q1 2021 in Review
39 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q1 2021, worth a combined $64M — up 47% from $43.6M a quarter earlier.
Fund positioning in HYZD was balanced in Q1 2021: 8 funds opened new positions, 8 closed out, 16 added to existing stakes and 10 trimmed.
The largest buyer was B. Riley Wealth Management, opening a new position worth an estimated $16.1M. The largest seller was Citadel Advisors, cutting an estimated $7.44M.
- 39 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $64M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q1 2021, up 47% quarter-over-quarter.
- 8 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q1 2021 and 8 closed out, a net change of 0 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q1 2021 was B. Riley Wealth Management, an estimated $16.1M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q1 2021 was Citadel Advisors, an estimated $7.44M sold.
Based on aggregated 13F filings for Q1 2021.