WisdomTree U.S. High Yield Corporate Bond Fund
QHY
40 hedge funds and large institutions have $107M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
214% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 7
8% more funds holding
Funds holding: 37 → 40 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less capital invested
Capital invested by funds: $114M → $107M (-$6.99M)
13.9% less ownership
Funds ownership: 71.98% → 58.08% (-14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$10.6M |
| 2 |
Jane Street
New York
|
+$3.59M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.46M |
| 4 |
SWP
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
+$2.05M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T
TRUADVICE
Sarasota,
Florida
|
-$824K |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
-$264K |
| 3 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
-$81.9K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$37.5K |
| 5 |
PO
Private Ocean
San Rafael,
California
|
-$23K |
QHY Hedge Fund Activity: Q3 2021 in Review
40 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. High Yield Corporate Bond Fund (QHY) for Q3 2021, worth a combined $107M — down 6.1% from $114M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new QHY positions and 1 closed out — a net gain of 4 holders — while 22 added to existing stakes and 7 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $10.6M. The largest seller was TRUADVICE, cutting an estimated $824K.
- 40 institutional investors held WisdomTree U.S. High Yield Corporate Bond Fund (QHY) as of Q3 2021, up from 37 in Q2 2021.
- Funds reported $107M of WisdomTree U.S. High Yield Corporate Bond Fund stock for Q3 2021, down 6.1% quarter-over-quarter.
- 5 funds opened new WisdomTree U.S. High Yield Corporate Bond Fund positions in Q3 2021 and 1 closed out, a net change of +4 holders.
- The largest WisdomTree U.S. High Yield Corporate Bond Fund buyer in Q3 2021 was Osaic Holdings, an estimated $10.6M added.
- The largest WisdomTree U.S. High Yield Corporate Bond Fund seller in Q3 2021 was TRUADVICE, an estimated $824K sold.
Based on aggregated 13F filings for Q3 2021.