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PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS

Overview Fund Activity

229 hedge funds and large institutions have $753M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 68 increasing their positions, 86 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
-22
Holders Change %
-8.76%
% of All Funds
4.98%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
24
Increased
68
Reduced
86
Closed
41
Calls
$211K
Puts
$522K
Net Calls
-$311K
Net Calls Change
-$762K

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$18.9M
2
HIM
2
Hanlon Investment Management
New Jersey
$16.4M
3
Bank of America
3
Bank of America
North Carolina
$33.7M
4
CWM
4
Connecticut Wealth Management
Connecticut
$5.5M
5
TW
5
Transform Wealth
Colorado
$4.58M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
AssetMark Inc
2
AssetMark Inc
California
$46.5M
3
Wells Fargo
3
Wells Fargo
California
$68.2M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$25.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
226
Asset Dedication LLC
California
$1K -$800 -8 -44%
CIAS
227
Capital Investment Advisory Services
North Carolina
$1K +$1K +6 New
LGWM
228
Litman Gregory Wealth Management
California
$1K +$1K +7 New
ED
229
Exane Derivatives
France
$401 – – –
BRWM
230
B. Riley Wealth Management
Tennessee
$283 -$7 -68 -2%
CSIA
231
Charles Schwab Investment Advisory
California
– -$123M -1,223,881 Closed
CCMG
232
Clark Capital Management Group
Pennsylvania
– -$22M -219,859 Closed
VM
233
Value Monitoring
California
– -$12.3M -122,300 Closed
WSTAM
234
Wilbanks Smith & Thomas Asset Management
Virginia
– -$9.17M -91,543 Closed
HCM
235
Howard Capital Management
Georgia
– -$2.54M -25,344 Closed
RRWA
236
Rainey & Randall Wealth Advisors
Florida
– -$1.83M -18,293 Closed
VCM
237
Virtue Capital Management
Tennessee
– -$896K -8,939 Closed
HW
238
Hedeker Wealth
Illinois
– -$792K -8,327 Closed
DAS
239
Dynamic Advisor Solutions
Arizona
– -$412K -4,109 Closed
PAG
240
Private Advisory Group
Washington
– -$361K -3,792 Closed
FWM
241
Frontier Wealth Management
Missouri
– -$370K -3,694 Closed
CAG
242
Csenge Advisory Group
Florida
– -$313K -3,131 Closed
CRC
243
Curi RMB Capital
Illinois
– -$309K -3,085 Closed
BCA
244
Bay Colony Advisors
Massachusetts
– -$298K -2,983 Closed
CIBC World Market
245
CIBC World Market
Ontario, Canada
– -$277K -2,765 Closed
CG
246
Colony Group
Massachusetts
– -$264K -2,635 Closed
CBFP
247
Cedar Brook Financial Partners
Ohio
– -$221K -2,210 Closed
GHAM
248
Gilman Hill Asset Management
Connecticut
– -$213K -2,125 Closed
BRWA
249
B. Riley Wealth Advisors
Florida
– -$212K -2,114 Closed
PAS
250
Park Avenue Securities
New York
– -$203K -2,031 Closed
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10
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