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 $6.38M invested in WisdomTree U.S. Short Term High Yield Corporate Bond Fund in 2021 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 2 closing their positions.
1% more capital invested
Capital invested by funds: $6.33M → $6.38M (+$52K)
8% less funds holding
Funds holding: 13 → 12 (-1)
40% less repeat investments, than reductions
Existing positions increased: 3 | 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 |
LPL Financial
San Diego,
California
|
+$508K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$281K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$213K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$57.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$672K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$208K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$128K |
| 4 |
MGIA
Matthew Goff Investment Advisor
Houston,
Texas
|
-$15.6K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$2.17K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $2.68M | -$672K | -13,604 | -20% |
|
|
2
LPL Financial
San Diego,
California
| $836K | +$508K | +10,280 | +156% |
|
|
3
Citadel Advisors
Miami,
Florida
| $740K | -$128K | -2,586 | -15% |
|
|
W
4
Wealthquest
Cincinnati,
Ohio
| $584K | -$1.43K | -29 | -0.3% |
|
|
MGIA
5
Matthew Goff Investment Advisor
Houston,
Texas
| $578K | -$15.6K | -316 | -3% |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $342K | +$281K | +5,689 | +466% |
|
|
GWM
7
Geneos Wealth Management
Englewood,
Colorado
| $223K | -$2.17K | -44 | -1% |
|
|
8
MML Investors Services
Springfield,
Massachusetts
| $213K | +$213K | +4,306 | New |
|
9
Fifth Third Bancorp
Cincinnati,
Ohio
| $102K | – | – | – |
|
|
10
UBS Group
Zurich,
Switzerland
| $58K | +$57.4K | +1,162 | +116,200% |
|
|
DWP
11
Destiny Wealth Partners
Tavares,
Florida
| $19K | – | – | – |
|
|
12
Envestnet Asset Management
Chicago,
Illinois
| – | -$208K | -4,227 | Closed |
|
|
SSC
13
Syverson Strege & Co
West Des Moines,
Iowa
| – | -$1K | -27 | Closed |
|
SFHY Hedge Fund Activity: Q1 2021 in Review
12 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Short Term High Yield Corporate Bond Fund (SFHY) for Q1 2021, worth a combined $6.38M — up 0.82% from $6.33M 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 3 added.
The largest buyer was LPL Financial, adding an estimated $508K. The largest seller was Jane Street, cutting an estimated $672K.
- 12 institutional investors held WisdomTree U.S. Short Term High Yield Corporate Bond Fund (SFHY) as of Q1 2021, down from 13 in Q4 2020.
- Funds reported $6.38M of WisdomTree U.S. Short Term High Yield Corporate Bond Fund stock for Q1 2021, up 0.82% quarter-over-quarter.
- 1 fund opened new WisdomTree U.S. Short Term High Yield Corporate Bond Fund positions in Q1 2021 and 2 closed out, a net change of -1 holder.
- The largest WisdomTree U.S. Short Term High Yield Corporate Bond Fund buyer in Q1 2021 was LPL Financial, an estimated $508K added.
- The largest WisdomTree U.S. Short Term High Yield Corporate Bond Fund seller in Q1 2021 was Jane Street, an estimated $672K sold.
Based on aggregated 13F filings for Q1 2021.