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

263 hedge funds and large institutions have $1.18B invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 109 increasing their positions, 62 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 62

70% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 23

4% more funds holding

Funds holding: 252 → 263 (+11)

5.5% less ownership

Funds ownership: 69.54% → 64.04% (-5.5%)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

17% less capital invested

Capital invested by funds: $1.42B → $1.18B (-$242M)

Holders
263
Holders Change
+11
Holders Change %
+4.37%
% of All Funds
4.05%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
39
Increased
109
Reduced
62
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
Credit Suisse
Switzerland
+$13.2M
2
Capstone Investment Advisors
Capstone Investment Advisors
New York
+$5.43M
3
Citadel Advisors
Citadel Advisors
Florida
+$5.02M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.75M
5
Ameriprise
Ameriprise
Minnesota
+$3.35M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$275M
2
Jane Street
Jane Street
New York
-$26M
3
Renaissance Technologies
Renaissance Technologies
New York
-$7.67M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$6.28M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$5.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
26
Covington Capital Management
California
$7.68M -$37.3K -378 -0.5%
CT
27
Coastline Trust
Rhode Island
$7.47M +$414K +4,190 +6%
Man Group
28
Man Group
United Kingdom
$6.95M -$2.93M -29,678 -30%
CASB
29
Cape Ann Savings Bank
Massachusetts
$6.25M +$854K +8,651 +16%
BIA
30
BHK Investment Advisors
Alabama
$5.7M -$267K -2,700 -4%
Capstone Investment Advisors
31
Capstone Investment Advisors
New York
$5.45M +$5.43M +55,000 New
FF
32
Financial Futures
New Jersey
$5.41M +$5.39M +54,551 New
Citadel Advisors
33
Citadel Advisors
Florida
$5.03M +$5.02M +50,796 New
TIAM2
34
Tru Independence Asset Management 2
Oregon
$4.98M +$425K +4,307 +9%
HCM
35
Howard Capital Management
Georgia
$4.83M +$297K +3,010 +7%
FF
36
Friedenthal Financial
New Jersey
$4.43M -$1.22M -12,364 -22%
GAG
37
GM Advisory Group
New York
$3.91M +$405K +4,102 +12%
JP Morgan Chase
38
JP Morgan Chase
New York
$3.52M -$275M -2,781,966 -99%
Stifel Financial
39
Stifel Financial
Missouri
$3.44M +$146K +1,483 +4%
SFS
40
Sowell Financial Services
Arkansas
$3.42M +$374K +3,788 +12%
AIM
41
Aspen Investment Management
Michigan
$3.27M +$72.1K +730 +2%
HNB
42
Huntington National Bank
Ohio
$3.25M – – –
RC
43
Roundview Capital
New Jersey
$3.03M +$117K +1,188 +4%
AP
44
Advisors Preferred
Maryland
$2.97M +$1.46M +14,812 +97%
SI
45
Stephens Inc
Arkansas
$2.92M – – –
RWB
46
RMR Wealth Builders
New Jersey
$2.89M +$2.87M +29,063 New
AWM
47
AE Wealth Management
Kansas
$2.82M +$1.31M +13,224 +87%
AI
48
Atria Investments
North Carolina
$2.77M -$96.2K -974 -3%
MML Investors Services
49
MML Investors Services
Massachusetts
$2.77M +$147K +1,486 +6%
UCMOK
50
United Capital Management of KS
Kansas
$2.77M +$702K +7,105 +34%
1
2
3 4 5

HYS Hedge Fund Activity: Q4 2021 in Review

263 of the 6,498 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 Q4 2021, worth a combined $1.18B — down 17% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new HYS positions and 23 closed out — a net gain of 16 holders — while 109 added to existing stakes and 62 trimmed.

The largest buyer was Credit Suisse, adding an estimated $13.2M. The largest seller was JP Morgan Chase, cutting an estimated $275M.

  • 263 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q4 2021, up from 252 in Q3 2021.
  • Funds reported $1.18B of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q4 2021, down 17% quarter-over-quarter.
  • 39 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q4 2021 and 23 closed out, a net change of +16 holders.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q4 2021 was Credit Suisse, an estimated $13.2M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q4 2021 was JP Morgan Chase, an estimated $275M sold.

Based on aggregated 13F filings for Q4 2021.