WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
54 hedge funds and large institutions have $139M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 24 reducing their positions, and 13 closing their positions.
6.95% more ownership
Funds ownership: 78.91% → 85.86% (+6.9%)
5% less capital invested
Capital invested by funds: $146M → $139M (-$7.41M)
11% less funds holding
Funds holding: 61 → 54 (-7)
46% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 24
46% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 13
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$10.8M |
| 2 |
KWA
KCS Wealth Advisory
Los Angeles,
California
|
+$1.21M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.17M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.04M |
| 5 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
+$916K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.22M |
| 2 |
NWM
NEIRG Wealth Management
North Andover,
Massachusetts
|
-$2.69M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.98M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$1.78M |
| 5 |
Rockefeller Capital Management
New York
|
-$1.73M |
HYZD Hedge Fund Activity: Q1 2023 in Review
54 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q1 2023, worth a combined $139M — down 5.1% from $146M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of HYZD and 7 opened new positions — a net loss of 6 holders — while 24 trimmed existing stakes and 13 added.
The largest buyer was Jane Street, adding an estimated $10.8M. The largest seller was Envestnet Asset Management, cutting an estimated $7.22M.
- 54 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q1 2023, down from 61 in Q4 2022.
- Funds reported $139M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q1 2023, down 5.1% quarter-over-quarter.
- 7 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q1 2023 and 13 closed out, a net change of -6 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q1 2023 was Jane Street, an estimated $10.8M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q1 2023 was Envestnet Asset Management, an estimated $7.22M sold.
Based on aggregated 13F filings for Q1 2023.