WisdomTree U.S. High Yield Corporate Bond Fund
QHY
45 hedge funds and large institutions have $112M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 4 closing their positions.
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
171% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 7
36% more funds holding
Funds holding: 33 → 45 (+12)
12% less capital invested
Capital invested by funds: $127M → $112M (-$15M)
33.04% less ownership
Funds ownership: 109.61% → 76.57% (-33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.41M |
| 2 |
Jane Street
New York
|
+$3.65M |
| 3 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$2.47M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.76M |
| 5 |
JFS
JD Financial Services
Carlisle,
Pennsylvania
|
+$1.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$29.9M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$8.78M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$819K |
| 4 |
CWA
Centennial Wealth Advisory
Traverse City,
Michigan
|
-$746K |
| 5 |
T
TRUADVICE
Sarasota,
Florida
|
-$508K |
QHY Hedge Fund Activity: Q1 2021 in Review
45 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. High Yield Corporate Bond Fund (QHY) for Q1 2021, worth a combined $112M — down 12% from $127M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new QHY positions and 4 closed out — a net gain of 12 holders — while 19 added to existing stakes and 7 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $9.41M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $29.9M sold.
- 45 institutional investors held WisdomTree U.S. High Yield Corporate Bond Fund (QHY) as of Q1 2021, up from 33 in Q4 2020.
- Funds reported $112M of WisdomTree U.S. High Yield Corporate Bond Fund stock for Q1 2021, down 12% quarter-over-quarter.
- 16 funds opened new WisdomTree U.S. High Yield Corporate Bond Fund positions in Q1 2021 and 4 closed out, a net change of +12 holders.
- The largest WisdomTree U.S. High Yield Corporate Bond Fund buyer in Q1 2021 was Envestnet Asset Management, an estimated $9.41M added.
- The largest WisdomTree U.S. High Yield Corporate Bond Fund seller in Q1 2021 was Simplicity Solutions, an estimated $29.9M sold.
Based on aggregated 13F filings for Q1 2021.