WisdomTree U.S. High Yield Corporate Bond Fund
QHY
26 hedge funds and large institutions have $98.4M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 3 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 7
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
8% more capital invested
Capital invested by funds: $91.4M → $98.4M (+$6.99M)
4% more funds holding
Funds holding: 25 → 26 (+1)
38.71% less ownership
Funds ownership: 152.48% → 113.77% (-39%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.65M |
| 2 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$619K |
| 3 |
LPL Financial
San Diego,
California
|
+$618K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$286K |
| 5 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$235K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.15M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$773K |
| 3 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$713K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$186K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$112K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $4K | -$79.4K | -1,575 | -95% |
|
|
27
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.15M | -23,524 | Closed |
|
|
PAG
28
Private Advisor Group
Morristown,
New Jersey
| – | -$112K | -2,310 | Closed |
|
|
CAN
29
Cetera Advisor Networks
El Segundo,
California
| – | -$20K | -414 | Closed |
|
QHY Hedge Fund Activity: Q3 2020 in Review
26 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. High Yield Corporate Bond Fund (QHY) for Q3 2020, worth a combined $98.4M — up 7.6% from $91.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new QHY positions and 3 closed out — a net gain of 1 holder — while 13 added to existing stakes and 7 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $4.65M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.15M sold.
- 26 institutional investors held WisdomTree U.S. High Yield Corporate Bond Fund (QHY) as of Q3 2020, up from 25 in Q2 2020.
- Funds reported $98.4M of WisdomTree U.S. High Yield Corporate Bond Fund stock for Q3 2020, up 7.6% quarter-over-quarter.
- 4 funds opened new WisdomTree U.S. High Yield Corporate Bond Fund positions in Q3 2020 and 3 closed out, a net change of +1 holder.
- The largest WisdomTree U.S. High Yield Corporate Bond Fund buyer in Q3 2020 was Osaic Holdings, an estimated $4.65M added.
- The largest WisdomTree U.S. High Yield Corporate Bond Fund seller in Q3 2020 was Susquehanna International Group, an estimated $1.15M sold.
Based on aggregated 13F filings for Q3 2020.