WisdomTree U.S. Short Term High Yield Corporate Bond Fund
SFHY
SFHY was delisted on the 24th of September, 2021.
12 hedge funds and large institutions have $14.4M invested in WisdomTree U.S. Short Term High Yield Corporate Bond Fund in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
20% more funds holding
Funds holding: 10 → 12 (+2)
7% more capital invested
Capital invested by funds: $13.6M → $14.4M (+$889K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.11M |
| 2 |
W
Wealthquest
Cincinnati,
Ohio
|
+$1.28M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$599K |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$445K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$4.69M |
| 2 |
Jane Street
New York
|
-$125K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$15.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
W
1
Wealthquest
Cincinnati,
Ohio
| $6.45M | +$1.28M | +25,642 | +25% |
|
|
2
LPL Financial
San Diego,
California
| $3.14M | +$3.11M | +62,393 | New |
|
|
3
Jane Street
New York
| $2.07M | -$125K | -2,509 | -6% |
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $752K | – | – | – |
|
|
5
Envestnet Asset Management
Chicago,
Illinois
| $678K | -$15.7K | -315 | -2% |
|
|
AWM
6
AE Wealth Management
Topeka,
Kansas
| $605K | +$599K | +12,003 | New |
|
|
SS
7
Simplicity Solutions
Minneapolis,
Minnesota
| $450K | +$445K | +8,921 | New |
|
8
Bank of America
Charlotte,
North Carolina
| $151K | – | – | – |
|
|
LTFS
9
Ladenburg Thalmann Financial Services
Miami,
Florida
| $60K | – | – | – |
|
|
AG
10
Advisor Group
Phoenix,
Arizona
| $49K | – | – | – |
|
|
LFG
11
LifePlan Financial Group
Dayton,
Ohio
| $24K | – | – | – |
|
|
APA
12
American Portfolios Advisors
Holbrook,
New York
| $10.8K | – | – | – |
|
|
13
Goldman Sachs
New York
| – | -$4.69M | -97,085 | Closed |
|
SFHY Hedge Fund Activity: Q1 2019 in Review
12 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Short Term High Yield Corporate Bond Fund (SFHY) for Q1 2019, worth a combined $14.4M — up 6.6% from $13.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SFHY positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $3.11M. The largest seller was Goldman Sachs, exiting entirely with an estimated $4.69M sold.
- 12 institutional investors held WisdomTree U.S. Short Term High Yield Corporate Bond Fund (SFHY) as of Q1 2019, up from 10 in Q4 2018.
- Funds reported $14.4M of WisdomTree U.S. Short Term High Yield Corporate Bond Fund stock for Q1 2019, up 6.6% quarter-over-quarter.
- 3 funds opened new WisdomTree U.S. Short Term High Yield Corporate Bond Fund positions in Q1 2019 and 1 closed out, a net change of +2 holders.
- The largest WisdomTree U.S. Short Term High Yield Corporate Bond Fund buyer in Q1 2019 was LPL Financial, an estimated $3.11M added.
- The largest WisdomTree U.S. Short Term High Yield Corporate Bond Fund seller in Q1 2019 was Goldman Sachs, an estimated $4.69M sold.
Based on aggregated 13F filings for Q1 2019.