WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
43 hedge funds and large institutions have $89.6M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
70% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 10
25% more capital invested
Capital invested by funds: $71.4M → $89.6M (+$18.2M)
13% more funds holding
Funds holding: 38 → 43 (+5)
4.52% more ownership
Funds ownership: 46.48% → 51% (+4.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$7.96M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.92M |
| 3 |
Morgan Stanley
New York
|
+$3.82M |
| 4 |
EP
Eudaimonia Partners
Winchester,
Tennessee
|
+$1.48M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
-$1.99M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$973K |
| 3 |
Jane Street
New York
|
-$732K |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$710K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$231K |
HYZD Hedge Fund Activity: Q3 2021 in Review
43 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q3 2021, worth a combined $89.6M — up 25% from $71.4M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new HYZD positions and 5 closed out — a net gain of 5 holders — while 17 added to existing stakes and 10 trimmed.
The largest buyer was LPL Financial, adding an estimated $7.96M. The largest seller was Ashton Thomas Private Wealth, cutting an estimated $1.99M.
- 43 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q3 2021, up from 38 in Q2 2021.
- Funds reported $89.6M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q3 2021, up 25% quarter-over-quarter.
- 10 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q3 2021 and 5 closed out, a net change of +5 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q3 2021 was LPL Financial, an estimated $7.96M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q3 2021 was Ashton Thomas Private Wealth, an estimated $1.99M sold.
Based on aggregated 13F filings for Q3 2021.