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

251 hedge funds and large institutions have $1.01B invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 90 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 15

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

73% more call options, than puts

Call options by funds: $1.07M | Put options by funds: $621K

69% more capital invested

Capital invested by funds: $597M → $1.01B (+$409M)

34% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 67

18% more funds holding

Funds holding: 213251 (+38)

12.54% more ownership

Funds ownership: 45.6%58.13% (+13%)

Holders
251
Holders Change
+38
Holders Change %
+17.84%
% of All Funds
5.43%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
56
Increased
90
Reduced
67
Closed
15
Calls
$1.07M
Puts
$621K
Net Calls
+$451K
Net Calls Change
+$707K
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$3.02M +$17.5K +177 +0.6%
ATPW
52
Ashton Thomas Private Wealth
Arizona
$2.72M +$2.68M +27,102 New
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$2.66M +$493K +4,997 +23%
HCM
54
Howard Capital Management
Georgia
$2.54M +$2.5M +25,344 New
JFG
55
JMG Financial Group
Illinois
$2.5M -$123K -1,248 -5%
PGFC
56
Peapack-Gladstone Financial Corp
New Jersey
$2.42M -$102K -1,032 -4%
PI
57
PFS Investments
Georgia
$2.28M +$174K +1,760 +8%
AIM
58
Aspen Investment Management
Michigan
$2.21M -$42K -425 -2%
RRWA
59
Rainey & Randall Wealth Advisors
Florida
$1.83M +$83.7K +848 +5%
RC
60
Roundview Capital
New Jersey
$1.8M +$99.5K +1,008 +6%
PAA
61
Peregrine Asset Advisers
Oregon
$1.7M +$9.28K +94 +0.6%
CFIA
62
Cantor Fitzgerald Investment Advisors
New York
$1.66M -$114K -1,159 -7%
PA
63
Pinnacle Associates
New York
$1.66M +$21.8K +221 +1%
Bank of New York Mellon
64
Bank of New York Mellon
New York
$1.63M +$35.2K +357 +2%
Barclays
65
Barclays
United Kingdom
$1.43M +$1.4M +14,223 New
AIM
66
Astor Investment Management
Illinois
$1.42M +$104K +1,049 +8%
SIA
67
Strategic Investment Advisors
Michigan
$1.41M +$326K +3,303 +31%
SAS
68
Sage Advisory Services
Texas
$1.41M -$1.31M -13,305 -49%
SCM
69
SOL Capital Management
Maryland
$1.35M
MWM
70
Merriman Wealth Management
Washington
$1.35M -$3.06K -31 -0.2%
KWM
71
Kingsview Wealth Management
Oregon
$1.29M -$56.4K -571 -4%
RJA
72
Raymond James & Associates
Florida
$1.28M +$8.29K +84 +0.7%
OIA
73
OneDigital Investment Advisors
Kansas
$1.26M -$822K -8,326 -40%
VAS
74
Valicenti Advisory Services
New York
$1.23M +$31.3K +317 +3%
ECM
75
ETrade Capital Management
Virginia
$1.23M +$11K +111 +0.9%

HYS Hedge Fund Activity: Q1 2019 in Review

251 of the 4,620 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 Q1 2019, worth a combined $1.01B — up 69% from $597M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new HYS positions and 15 closed out — a net gain of 41 holders — while 90 added to existing stakes and 67 trimmed.

The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $121M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $15.3M sold.

  • 251 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q1 2019, up from 213 in Q4 2018.
  • Funds reported $1.01B of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q1 2019, up 69% quarter-over-quarter.
  • 56 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q1 2019 and 15 closed out, a net change of +41 holders.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q1 2019 was Charles Schwab Investment Advisory, an estimated $121M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q1 2019 was Susquehanna International Group, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2019.