WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
61 hedge funds and large institutions have $146M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 9 closing their positions.
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
27% more capital invested
Capital invested by funds: $115M → $146M (+$31.5M)
11% more funds holding
Funds holding: 55 → 61 (+6)
8.39% more ownership
Funds ownership: 70.52% → 78.91% (+8.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$18.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.57M |
| 3 |
EH
Equitable Holdings
New York
|
+$3.04M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.79M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$1.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$1.8M |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$1.56M |
| 3 |
Jane Street
New York
|
-$879K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$837K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$779K |
HYZD Hedge Fund Activity: Q4 2022 in Review
61 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q4 2022, worth a combined $146M — up 27% from $115M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new HYZD positions and 9 closed out — a net gain of 7 holders — while 18 added to existing stakes and 19 trimmed.
The largest buyer was UBS Group, adding an estimated $18.8M. The largest seller was Cetera Investment Advisers, exiting entirely with an estimated $1.8M sold.
- 61 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q4 2022, up from 55 in Q3 2022.
- Funds reported $146M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q4 2022, up 27% quarter-over-quarter.
- 16 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q4 2022 and 9 closed out, a net change of +7 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q4 2022 was UBS Group, an estimated $18.8M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q4 2022 was Cetera Investment Advisers, an estimated $1.8M sold.
Based on aggregated 13F filings for Q4 2022.