WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
38 hedge funds and large institutions have $71.4M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 5 closing their positions.
111% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 9
12% more capital invested
Capital invested by funds: $64M → $71.4M (+$7.39M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
0.94% less ownership
Funds ownership: 47.42% → 46.48% (-0.94%)
3% less funds holding
Funds holding: 39 → 38 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.77M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.03M |
| 3 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
+$2.78M |
| 4 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
+$1.04M |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$568K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
-$6.74M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.87M |
| 3 |
Jane Street
New York
|
-$951K |
| 4 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
-$168K |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$94K |
HYZD Hedge Fund Activity: Q2 2021 in Review
38 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q2 2021, worth a combined $71.4M — up 12% from $64M a quarter earlier.
Fund positioning in HYZD was balanced in Q2 2021: 5 funds opened new positions, 5 closed out, 19 added to existing stakes and 9 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $6.77M. The largest seller was BlueCrest Capital Management, exiting entirely with an estimated $6.74M sold.
- 38 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q2 2021, down from 39 in Q1 2021.
- Funds reported $71.4M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q2 2021, up 12% quarter-over-quarter.
- 5 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q2 2021 and 5 closed out, a net change of 0 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q2 2021 was Morgan Stanley, an estimated $6.77M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q2 2021 was BlueCrest Capital Management, an estimated $6.74M sold.
Based on aggregated 13F filings for Q2 2021.