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WisdomTree Voya Yield Enhanced USD Universal Bond Fund

7 hedge funds and large institutions have $1.31B invested in WisdomTree Voya Yield Enhanced USD Universal Bond Fund in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

17% more funds holding

Funds holding: 67 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less ownership

Funds ownership: 100.09%100.08% (-0%)

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

4% less capital invested

Capital invested by funds: $1.37B → $1.31B (-$59.3M)

Holders
7
Holders Change
+1
Holders Change %
+16.67%
% of All Funds
0.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
2
Reduced
2
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
$1.31B -$3.61M -73,891 -0.3%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.97M -$177K -3,614 -8%
Citadel Advisors
3
Citadel Advisors
Florida
$1.4M +$1.15M +23,452 +414%
WMA
4
West Michigan Advisors
Michigan
$337K +$344K +7,028 New
SIM
5
Stratos Investment Management
Ohio
$327K +$293 +6 +0.1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$48
TRCT
7
Tower Research Capital (TRC)
New York
$48 +$49 +1 New
Jane Street
8
Jane Street
New York
-$692K -13,810 Closed

UNIY Hedge Fund Activity: Q4 2024 in Review

7 of the 7,599 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Voya Yield Enhanced USD Universal Bond Fund (UNIY) for Q4 2024, worth a combined $1.31B — down 4.3% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new UNIY positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $1.15M. The largest seller was VOYA Investment Management, cutting an estimated $3.61M.

  • 7 institutional investors held WisdomTree Voya Yield Enhanced USD Universal Bond Fund (UNIY) as of Q4 2024, up from 6 in Q3 2024.
  • Funds reported $1.31B of WisdomTree Voya Yield Enhanced USD Universal Bond Fund stock for Q4 2024, down 4.3% quarter-over-quarter.
  • 2 funds opened new WisdomTree Voya Yield Enhanced USD Universal Bond Fund positions in Q4 2024 and 1 closed out, a net change of +1 holder.
  • The largest WisdomTree Voya Yield Enhanced USD Universal Bond Fund buyer in Q4 2024 was Citadel Advisors, an estimated $1.15M added.
  • The largest WisdomTree Voya Yield Enhanced USD Universal Bond Fund seller in Q4 2024 was VOYA Investment Management, an estimated $3.61M sold.

Based on aggregated 13F filings for Q4 2024.