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 $15.1M invested in WisdomTree U.S. Short Term High Yield Corporate Bond Fund in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 2 closing their positions.
8% less funds holding
Funds holding: 13 → 12 (-1)
14% less capital invested
Capital invested by funds: $17.6M → $15.1M (-$2.47M)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$206K |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$105K |
| 3 |
MGIA
Matthew Goff Investment Advisor
Houston,
Texas
|
+$45.9K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$44.3K |
| 5 |
LPL Financial
San Diego,
California
|
+$10.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthquest
Cincinnati,
Ohio
|
-$2.48M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$210K |
| 3 |
Jane Street
New York
|
-$142K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$113K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$45.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $11M | -$142K | -2,963 | -1% |
|
|
2
Citadel Advisors
Miami,
Florida
| $930K | -$113K | -2,351 | -11% |
|
|
MGIA
3
Matthew Goff Investment Advisor
Houston,
Texas
| $782K | +$45.9K | +956 | +6% |
|
|
W
4
Wealthquest
Cincinnati,
Ohio
| $593K | -$2.48M | -51,690 | -82% |
|
|
5
LPL Financial
San Diego,
California
| $417K | +$10.7K | +223 | +3% |
|
|
VWA
6
V Wealth Advisors
Overland Park,
Kansas
| $242K | – | – | – |
|
|
7
Envestnet Asset Management
Chicago,
Illinois
| $233K | -$45.1K | -939 | -16% |
|
|
HF
8
HRT Financial
New York
| $230K | -$11.7K | -244 | -5% |
|
|
GWM
9
Geneos Wealth Management
Englewood,
Colorado
| $212K | +$105K | +2,189 | +96% |
|
|
10
Osaic Holdings
Scottsdale,
Arizona
| $211K | +$44.3K | +922 | +26% |
|
|
11
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $206K | +$206K | +4,293 | New |
|
|
LFG
12
LifePlan Financial Group
Dayton,
Ohio
| $23K | – | – | – |
|
|
FTUS
13
Flow Traders U.S.
New York
| – | -$210K | -4,472 | Closed |
|
14
Wells Fargo
San Francisco,
California
| – | -$48 | -1 | Closed |
|
SFHY Hedge Fund Activity: Q3 2020 in Review
12 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Short Term High Yield Corporate Bond Fund (SFHY) for Q3 2020, worth a combined $15.1M — down 14% from $17.6M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of SFHY and 1 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 4 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $206K. The largest seller was Wealthquest, cutting an estimated $2.48M.
- 12 institutional investors held WisdomTree U.S. Short Term High Yield Corporate Bond Fund (SFHY) as of Q3 2020, down from 13 in Q2 2020.
- Funds reported $15.1M of WisdomTree U.S. Short Term High Yield Corporate Bond Fund stock for Q3 2020, down 14% quarter-over-quarter.
- 1 fund opened new WisdomTree U.S. Short Term High Yield Corporate Bond Fund positions in Q3 2020 and 2 closed out, a net change of -1 holder.
- The largest WisdomTree U.S. Short Term High Yield Corporate Bond Fund buyer in Q3 2020 was Susquehanna International Group, an estimated $206K added.
- The largest WisdomTree U.S. Short Term High Yield Corporate Bond Fund seller in Q3 2020 was Wealthquest, an estimated $2.48M sold.
Based on aggregated 13F filings for Q3 2020.