PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
190 hedge funds and large institutions have $1.52B invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2016 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 47 reducing their positions, and 13 closing their positions.
208% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 13
60% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 47
28% more capital invested
Capital invested by funds: $1.19B → $1.52B (+$333M)
16% more funds holding
Funds holding: 164 → 190 (+26)
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
6.15% more ownership
Funds ownership: 61.05% → 67.2% (+6.1%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $409K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$98.2M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$61.9M |
| 3 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$58.2M |
| 4 |
HIM
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
+$33.6M |
| 5 |
BAM
BTS Asset Management
Lincoln,
Massachusetts
|
+$22.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$69.5M |
| 2 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$34.7M |
| 3 |
GIM
Goelzer Investment Management
Carmel,
Indiana
|
-$13.9M |
| 4 |
BWM
Braver Wealth Management
Needham,
Massachusetts
|
-$10.8M |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$8.42M |
HYS Hedge Fund Activity: Q4 2016 in Review
190 of the 4,000 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 2016, worth a combined $1.52B — up 28% from $1.19B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new HYS positions and 13 closed out — a net gain of 27 holders — while 75 added to existing stakes and 47 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $98.2M. The largest seller was Windhaven Investment Management, cutting an estimated $69.5M.
- 190 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q4 2016, up from 164 in Q3 2016.
- Funds reported $1.52B of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q4 2016, up 28% quarter-over-quarter.
- 40 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q4 2016 and 13 closed out, a net change of +27 holders.
- The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q4 2016 was JP Morgan Chase, an estimated $98.2M added.
- The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q4 2016 was Windhaven Investment Management, an estimated $69.5M sold.
Based on aggregated 13F filings for Q4 2016.