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

250 hedge funds and large institutions have $1.37B invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2020 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 87 increasing their positions, 63 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

123% more capital invested

Capital invested by funds: $616M → $1.37B (+$757M)

38% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 63

21.33% more ownership

Funds ownership: 52.31%73.64% (+21%)

11% more funds holding

Funds holding: 225250 (+25)

Holders
250
Holders Change
+25
Holders Change %
+11.11%
% of All Funds
4.42%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.07%
New
51
Increased
87
Reduced
63
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GM
51
GeoWealth Management
Illinois
$2.21M +$50.5K +526 +2%
GAG
52
GM Advisory Group
New York
$2.18M +$2.13M +22,190 New
SFS
53
Sowell Financial Services
Arkansas
$2.11M +$414K +4,307 +25%
EWM
54
Empirical Wealth Management
Washington
$2.06M -$42.2K -439 -2%
KWM
55
Kingsview Wealth Management
Oregon
$2.04M +$62.1K +646 +3%
FA
56
FDx Advisors
Illinois
$1.98M +$259K +2,697 +15%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$1.98M
VAS
58
Valicenti Advisory Services
New York
$1.9M +$120K +1,254 +7%
BI
59
Ballast Inc
Kentucky
$1.9M -$14.1K -147 -0.8%
TCA
60
Transcend Capital Advisors
New Jersey
$1.85M +$1.81M +18,820 New
Bank of New York Mellon
61
Bank of New York Mellon
New York
$1.82M -$47.5K -494 -3%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$1.78M +$1.75M +18,177 New
HCM
63
Howard Capital Management
Georgia
$1.72M -$191K -1,987 -10%
SCA
64
Stokes Capital Advisors
South Carolina
$1.68M +$91K +947 +6%
RRWA
65
Rainey & Randall Wealth Advisors
Florida
$1.65M +$249K +2,590 +18%
CWA
66
Centennial Wealth Advisory
Michigan
$1.61M +$1.57M +16,385 New
SBL
67
Sargent Bickham Lagudis
Colorado
$1.51M +$1.45M +15,136 +7,173%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$1.37M -$652K -6,786 -33%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$1.33M -$359K -3,733 -22%
AI
70
Atria Investments
North Carolina
$1.31M +$63.1K +657 +5%
RC
71
Roundview Capital
New Jersey
$1.31M -$80.7K -840 -6%
CAG
72
Csenge Advisory Group
Florida
$1.29M -$48.6K -506 -4%
MIA
73
MainStreet Investment Advisors
Illinois
$1.2M -$97K -1,010 -8%
CFG
74
CKW Financial Group
Hawaii
$1.19M -$246K -2,560 -17%
NFG
75
Next Financial Group
Texas
$1.15M +$228K +2,370 +26%

HYS Hedge Fund Activity: Q4 2020 in Review

250 of the 5,651 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 2020, worth a combined $1.37B — up 123% from $616M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new HYS positions and 22 closed out — a net gain of 29 holders — while 87 added to existing stakes and 63 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $341M. The largest seller was Jane Street, cutting an estimated $55.3M.

  • 250 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q4 2020, up from 225 in Q3 2020.
  • Funds reported $1.37B of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q4 2020, up 123% quarter-over-quarter.
  • 51 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q4 2020 and 22 closed out, a net change of +29 holders.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q4 2020 was JP Morgan Chase, an estimated $341M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q4 2020 was Jane Street, an estimated $55.3M sold.

Based on aggregated 13F filings for Q4 2020.