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

141 hedge funds and large institutions have $1.76B invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2013 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 11

164% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 25

56% more funds holding in top 10

Funds holding in top 10: 9 → 14 (+5)

17% more funds holding

Funds holding: 121 → 141 (+20)

16% more capital invested

Capital invested by funds: $1.51B → $1.76B (+$244M)

1.95% less ownership

Funds ownership: 71.45% → 69.5% (-2%)

Holders
141
Holders Change
+20
Holders Change %
+16.53%
% of All Funds
4.57%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.45%
New
33
Increased
66
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
+$161M
2
SAS
Sage Advisory Services
Texas
+$49.8M
3
Morgan Stanley
Morgan Stanley
New York
+$46.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$37.1M
5
WCM
Weatherstone Capital Management
Colorado
+$36.9M

Top Sellers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
-$106M
2
Ameriprise
Ameriprise
Minnesota
-$8.12M
3
CC
Curian Capital
Colorado
-$6.87M
4
AC
AFAM Capital
Texas
-$3.17M
5
ACM
Avalon Capital Management
California
-$2.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAAM
51
Baker Avenue Asset Management
California
$3.83M +$233K +2,232 +7%
MFS
52
MSI Financial Services
Massachusetts
$3.74M +$3.27M +31,333 +719%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$3.64M +$920K +8,811 +34%
TFA
54
Transamerica Financial Advisors
Florida
$3.06M +$2.73M +26,153 +880%
FWM
55
Focused Wealth Management
New York
$2.77M +$2.76M +26,445 New
AI
56
Atria Investments
North Carolina
$2.66M +$751K +7,189 +40%
HNB
57
Huntington National Bank
Ohio
$2.53M – – –
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$2.39M +$206K +1,969 +9%
SNC
59
Stifel Nicolaus & Co
Missouri
$2.28M +$470K +4,502 +26%
LG
60
Leuthold Group
Minnesota
$2.27M -$2.54M -24,352 -53%
HC
61
HHG & Company
Connecticut
$2.23M -$6.48K -62 -0.3%
MIU
62
Man Investments (UK)
United Kingdom
$2.23M +$2.22M +21,251 New
WC
63
Whitnell & Co
Illinois
$2.15M – – –
1IC
64
1919 Investment Counsel
Maryland
$2.05M +$178K +1,700 +10%
FAAS
65
First Allied Advisory Services
California
$1.92M +$53.6K +513 +3%
Creative Planning
66
Creative Planning
Kansas
$1.89M -$108K -1,034 -5%
CWM
67
Concert Wealth Management
California
$1.8M +$1.8M +17,203 New
AIG
68
American International Group
New York
$1.76M -$90.8K -869 -5%
CWM
69
Cabot Wealth Management
Massachusetts
$1.75M +$359K +3,435 +26%
NEPWA
70
New England Private Wealth Advisors
Massachusetts
$1.74M +$578K +5,532 +50%
William Blair & Company
71
William Blair & Company
Illinois
$1.69M -$233K -2,233 -12%
Comerica Bank
72
Comerica Bank
Texas
$1.69M +$1.44M +13,766 +586%
HCMT
73
Highland Capital Management (Texas)
Texas
$1.26M +$1.04M +10,000 +500%
HFS
74
HL Financial Services
Kentucky
$1.25M +$692K +6,625 +126%
CAN
75
Cetera Advisor Networks
California
$1.21M +$268K +2,562 +28%
1 2
3
4 5

HYS Hedge Fund Activity: Q3 2013 in Review

141 of the 3,084 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 Q3 2013, worth a combined $1.76B — up 16% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new HYS positions and 11 closed out — a net gain of 22 holders — while 66 added to existing stakes and 25 trimmed.

The largest buyer was RiverFront Investment Group, adding an estimated $161M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $106M.

  • 141 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q3 2013, up from 121 in Q2 2013.
  • Funds reported $1.76B of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q3 2013, up 16% quarter-over-quarter.
  • 33 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q3 2013 and 11 closed out, a net change of +22 holders.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q3 2013 was RiverFront Investment Group, an estimated $161M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q3 2013 was Charles Schwab Investment Advisory, an estimated $106M sold.

Based on aggregated 13F filings for Q3 2013.