WisdomTree U.S. High Yield Corporate Bond Fund
QHY
53 hedge funds and large institutions have $183M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
10% more funds holding
Funds holding: 48 → 53 (+5)
5% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 20
3% more capital invested
Capital invested by funds: $178M → $183M (+$5.82M)
2.27% less ownership
Funds ownership: 85.55% → 83.27% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$7.29M |
| 2 |
IWP
Invenio Wealth Partners
Coral Gables,
Florida
|
+$4.99M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.74M |
| 4 |
T
TRUADVICE
Sarasota,
Florida
|
+$1.16M |
| 5 |
JP Morgan Chase
New York
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.65M |
| 2 |
MWM
McNaughton Wealth Management
San Diego,
California
|
-$1.3M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.1M |
| 4 |
Morgan Stanley
New York
|
-$256K |
| 5 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$249K |
QHY Hedge Fund Activity: Q3 2023 in Review
53 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. High Yield Corporate Bond Fund (QHY) for Q3 2023, worth a combined $183M — up 3.3% from $178M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new QHY positions and 2 closed out — a net gain of 6 holders — while 21 added to existing stakes and 20 trimmed.
The largest buyer was Bank of America, adding an estimated $7.29M. The largest seller was Jane Street, cutting an estimated $1.65M.
- 53 institutional investors held WisdomTree U.S. High Yield Corporate Bond Fund (QHY) as of Q3 2023, up from 48 in Q2 2023.
- Funds reported $183M of WisdomTree U.S. High Yield Corporate Bond Fund stock for Q3 2023, up 3.3% quarter-over-quarter.
- 8 funds opened new WisdomTree U.S. High Yield Corporate Bond Fund positions in Q3 2023 and 2 closed out, a net change of +6 holders.
- The largest WisdomTree U.S. High Yield Corporate Bond Fund buyer in Q3 2023 was Bank of America, an estimated $7.29M added.
- The largest WisdomTree U.S. High Yield Corporate Bond Fund seller in Q3 2023 was Jane Street, an estimated $1.65M sold.
Based on aggregated 13F filings for Q3 2023.