PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
188 hedge funds and large institutions have $3.31B invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2014 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 77 increasing their positions, 60 reducing their positions, and 16 closing their positions.
31% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 16
28% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 60
3% more funds holding
Funds holding: 183 → 188 (+5)
3% more capital invested
Capital invested by funds: $3.22B → $3.31B (+$94.4M)
4.29% less ownership
Funds ownership: 67.06% → 62.77% (-4.3%)
5% less funds holding in top 10
Funds holding in top 10: 21 → 20 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$100M |
| 2 |
CC
Curian Capital
Denver,
Colorado
|
+$48.6M |
| 3 |
Citigroup
New York
|
+$44.4M |
| 4 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
+$25M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$22.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$30M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$29.4M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$22.1M |
| 4 |
Bank of New York Mellon
New York
|
-$21.4M |
| 5 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
-$21.3M |
HYS Hedge Fund Activity: Q2 2014 in Review
188 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) for Q2 2014, worth a combined $3.31B — up 2.9% from $3.22B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new HYS positions and 16 closed out — a net gain of 5 holders — while 77 added to existing stakes and 60 trimmed.
The largest buyer was AssetMark Inc, opening a new position worth an estimated $100M. The largest seller was Envestnet Asset Management, cutting an estimated $30M.
- 188 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q2 2014, up from 183 in Q1 2014.
- Funds reported $3.31B of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q2 2014, up 2.9% quarter-over-quarter.
- 21 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q2 2014 and 16 closed out, a net change of +5 holders.
- The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q2 2014 was AssetMark Inc, an estimated $100M added.
- The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q2 2014 was Envestnet Asset Management, an estimated $30M sold.
Based on aggregated 13F filings for Q2 2014.