WisdomTree U.S. High Yield Corporate Bond Fund
QHY
33 hedge funds and large institutions have $127M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
167% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 6
29% more capital invested
Capital invested by funds: $98.4M → $127M (+$28.3M)
27% more funds holding
Funds holding: 26 → 33 (+7)
4.16% less ownership
Funds ownership: 113.77% → 109.61% (-4.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$11.4M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$4.4M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.3M |
| 4 |
Jane Street
New York
|
+$1.61M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$701K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$219K |
| 3 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$206K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$88.6K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$33.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $52K | +$46.7K | +910 | +1,110% |
|
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $39K | -$33.6K | -654 | -47% |
|
28
Fifth Third Bancorp
Cincinnati,
Ohio
| $33K | +$32.2K | +627 | New |
|
|
SWP
29
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| $20K | +$19.4K | +378 | New |
|
|
PO
30
Private Ocean
San Rafael,
California
| $17K | +$257 | +5 | +2% |
|
|
GEA
31
Glen Eagle Advisors
Kingston,
New Jersey
| $13.8K | -$3.08K | -60 | -19% |
|
|
APA
32
American Portfolios Advisors
Holbrook,
New York
| $8.71K | -$1.28K | -25 | -13% |
|
|
CWP
33
Concord Wealth Partners
Abingdon,
Virginia
| $7K | +$6.98K | +136 | New |
|
|
34
Citadel Advisors
Miami,
Florida
| – | -$701K | -13,992 | Closed |
|
|
35
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$219K | -4,382 | Closed |
|
QHY Hedge Fund Activity: Q4 2020 in Review
33 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. High Yield Corporate Bond Fund (QHY) for Q4 2020, worth a combined $127M — up 29% from $98.4M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new QHY positions and 2 closed out — a net gain of 8 holders — while 16 added to existing stakes and 6 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $11.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $701K sold.
- 33 institutional investors held WisdomTree U.S. High Yield Corporate Bond Fund (QHY) as of Q4 2020, up from 26 in Q3 2020.
- Funds reported $127M of WisdomTree U.S. High Yield Corporate Bond Fund stock for Q4 2020, up 29% quarter-over-quarter.
- 10 funds opened new WisdomTree U.S. High Yield Corporate Bond Fund positions in Q4 2020 and 2 closed out, a net change of +8 holders.
- The largest WisdomTree U.S. High Yield Corporate Bond Fund buyer in Q4 2020 was AE Wealth Management, an estimated $11.4M added.
- The largest WisdomTree U.S. High Yield Corporate Bond Fund seller in Q4 2020 was Citadel Advisors, an estimated $701K sold.
Based on aggregated 13F filings for Q4 2020.