WisdomTree U.S. High Yield Corporate Bond Fund
QHY
50 hedge funds and large institutions have $172M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
82% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 11
36% more capital invested
Capital invested by funds: $126M → $172M (+$45.7M)
11% more funds holding
Funds holding: 45 → 50 (+5)
1.64% more ownership
Funds ownership: 81.76% → 83.4% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$22.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.41M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.79M |
| 4 |
Jane Street
New York
|
+$4.17M |
| 5 |
CWM
Collaborative Wealth Management
Lake Mary,
Florida
|
+$1.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$996K |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$774K |
| 3 |
Morgan Stanley
New York
|
-$765K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$517K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$484K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$484K | -11,024 | Closed |
|
|
DWP
52
Destiny Wealth Partners
Tavares,
Florida
| – | -$160K | -3,651 | Closed |
|
|
FMII
53
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| – | -$46.6K | -1,061 | Closed |
|
|
MCC
54
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$27.7K | -630 | Closed |
|
QHY Hedge Fund Activity: Q1 2023 in Review
50 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. High Yield Corporate Bond Fund (QHY) for Q1 2023, worth a combined $172M — up 36% from $126M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new QHY positions and 4 closed out — a net gain of 6 holders — while 20 added to existing stakes and 11 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $22.4M. The largest seller was LPL Financial, cutting an estimated $996K.
- 50 institutional investors held WisdomTree U.S. High Yield Corporate Bond Fund (QHY) as of Q1 2023, up from 45 in Q4 2022.
- Funds reported $172M of WisdomTree U.S. High Yield Corporate Bond Fund stock for Q1 2023, up 36% quarter-over-quarter.
- 10 funds opened new WisdomTree U.S. High Yield Corporate Bond Fund positions in Q1 2023 and 4 closed out, a net change of +6 holders.
- The largest WisdomTree U.S. High Yield Corporate Bond Fund buyer in Q1 2023 was Carson Wealth (CWM LLC), an estimated $22.4M added.
- The largest WisdomTree U.S. High Yield Corporate Bond Fund seller in Q1 2023 was LPL Financial, an estimated $996K sold.
Based on aggregated 13F filings for Q1 2023.