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WisdomTree Voya Yield Enhanced USD Universal Bond Fund

5 hedge funds and large institutions have $1.3B invested in WisdomTree Voya Yield Enhanced USD Universal Bond Fund in 2024 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

5% more capital invested

Capital invested by funds: $1.24B → $1.3B (+$57M)

0.02% more ownership

Funds ownership: 100.02%100.04% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

17% less funds holding

Funds holding: 65 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
5
Holders Change
-1
Holders Change %
-16.67%
% of All Funds
0.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
Increased
4
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
1
VOYA Investment Management
Georgia
$1.29B +$72.5M +1,486,358 +6%
Citadel Advisors
2
Citadel Advisors
Florida
$3.42M +$982K +20,112 +40%
Jane Street
3
Jane Street
New York
$1.48M +$583K +11,950 +65%
JP Morgan Chase
4
JP Morgan Chase
New York
$475K +$434K +8,901 +1,070%
SIM
5
Stratos Investment Management
Ohio
$207K -$22.4K -459 -10%
TRCT
6
Tower Research Capital (TRC)
New York
-$148 -3 Closed

UNIY Hedge Fund Activity: Q1 2024 in Review

5 of the 6,947 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Voya Yield Enhanced USD Universal Bond Fund (UNIY) for Q1 2024, worth a combined $1.3B — up 4.6% from $1.24B a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of UNIY and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 4 added.

The largest buyer was VOYA Investment Management, adding an estimated $72.5M. The largest seller was Stratos Investment Management, cutting an estimated $22.4K.

  • 5 institutional investors held WisdomTree Voya Yield Enhanced USD Universal Bond Fund (UNIY) as of Q1 2024, down from 6 in Q4 2023.
  • Funds reported $1.3B of WisdomTree Voya Yield Enhanced USD Universal Bond Fund stock for Q1 2024, up 4.6% quarter-over-quarter.
  • 0 funds opened new WisdomTree Voya Yield Enhanced USD Universal Bond Fund positions in Q1 2024 and 1 closed out, a net change of -1 holder.
  • The largest WisdomTree Voya Yield Enhanced USD Universal Bond Fund buyer in Q1 2024 was VOYA Investment Management, an estimated $72.5M added.
  • The largest WisdomTree Voya Yield Enhanced USD Universal Bond Fund seller in Q1 2024 was Stratos Investment Management, an estimated $22.4K sold.

Based on aggregated 13F filings for Q1 2024.