WisdomTree U.S. High Yield Corporate Bond Fund
QHY
42 hedge funds and large institutions have $105M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 7 closing their positions.
7% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 14
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.06% less ownership
Funds ownership: 79.54% → 76.48% (-3.1%)
7% less funds holding
Funds holding: 45 → 42 (-3)
24% less capital invested
Capital invested by funds: $137M → $105M (-$32.2M)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$4.99M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.6M |
| 3 |
MWM
McNaughton Wealth Management
San Diego,
California
|
+$1.17M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.17M |
| 5 |
Morgan Stanley
New York
|
+$911K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$25.6M |
| 2 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
-$6.77M |
| 3 |
Jane Street
New York
|
-$4.23M |
| 4 |
LPL Financial
San Diego,
California
|
-$2.33M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$1.99M |
QHY Hedge Fund Activity: Q3 2022 in Review
42 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. High Yield Corporate Bond Fund (QHY) for Q3 2022, worth a combined $105M — down 24% from $137M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of QHY and 4 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 15 added.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $4.99M. The largest seller was AE Wealth Management, cutting an estimated $25.6M.
- 42 institutional investors held WisdomTree U.S. High Yield Corporate Bond Fund (QHY) as of Q3 2022, down from 45 in Q2 2022.
- Funds reported $105M of WisdomTree U.S. High Yield Corporate Bond Fund stock for Q3 2022, down 24% quarter-over-quarter.
- 4 funds opened new WisdomTree U.S. High Yield Corporate Bond Fund positions in Q3 2022 and 7 closed out, a net change of -3 holders.
- The largest WisdomTree U.S. High Yield Corporate Bond Fund buyer in Q3 2022 was Carson Wealth (CWM LLC), an estimated $4.99M added.
- The largest WisdomTree U.S. High Yield Corporate Bond Fund seller in Q3 2022 was AE Wealth Management, an estimated $25.6M sold.
Based on aggregated 13F filings for Q3 2022.