WisdomTree U.S. High Yield Corporate Bond Fund
QHY
45 hedge funds and large institutions have $126M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 9 closing their positions.
70% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 10
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
20% more capital invested
Capital invested by funds: $105M → $126M (+$21.3M)
7% more funds holding
Funds holding: 42 → 45 (+3)
5.28% more ownership
Funds ownership: 76.48% → 81.76% (+5.3%)
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
|
+$4.11M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$4.05M |
| 3 |
Morgan Stanley
New York
|
+$3.91M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.94M |
| 5 |
BWP
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
+$1.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.49M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$991K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$377K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$343K |
| 5 |
Jane Street
New York
|
-$141K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MA
51
MUFG Americas
New York
| – | -$13K | -300 | Closed |
|
|
RCM
52
Raleigh Capital Management
Cary,
North Carolina
| – | -$4K | -85 | Closed |
|
53
Wells Fargo
San Francisco,
California
| – | -$44 | -1 | Closed |
|
QHY Hedge Fund Activity: Q4 2022 in Review
45 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. High Yield Corporate Bond Fund (QHY) for Q4 2022, worth a combined $126M — up 20% from $105M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new QHY positions and 9 closed out — a net gain of 4 holders — while 17 added to existing stakes and 10 trimmed.
The largest buyer was LPL Financial, adding an estimated $4.11M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.49M sold.
- 45 institutional investors held WisdomTree U.S. High Yield Corporate Bond Fund (QHY) as of Q4 2022, up from 42 in Q3 2022.
- Funds reported $126M of WisdomTree U.S. High Yield Corporate Bond Fund stock for Q4 2022, up 20% quarter-over-quarter.
- 13 funds opened new WisdomTree U.S. High Yield Corporate Bond Fund positions in Q4 2022 and 9 closed out, a net change of +4 holders.
- The largest WisdomTree U.S. High Yield Corporate Bond Fund buyer in Q4 2022 was LPL Financial, an estimated $4.11M added.
- The largest WisdomTree U.S. High Yield Corporate Bond Fund seller in Q4 2022 was Citadel Advisors, an estimated $1.49M sold.
Based on aggregated 13F filings for Q4 2022.