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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
CIBC Private Wealth Group
76
CIBC Private Wealth Group
Georgia
$1.15M +$86.8K +904 +8%
RJA
77
Raymond James & Associates
Florida
$1.01M +$34.3K +357 +4%
Prudential Financial
78
Prudential Financial
New Jersey
$989K -$17.1K -178 -2%
AIMU
79
Allianz Investment Management US
Minnesota
$980K
PAG
80
Pinnacle Advisory Group
Maryland
$970K +$51.2K +533 +6%
AIA
81
Armor Investment Advisors
North Carolina
$933K -$38.4K -400 -4%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$932K +$145K +1,510 +19%
OPS
83
Orion Portfolio Solutions
Nebraska
$922K +$69K +718 +8%
IA
84
IFG Advisory
Georgia
$918K +$898K +9,353 New
Goldman Sachs
85
Goldman Sachs
New York
$916K +$314K +3,264 +54%
ECA
86
Elevated Capital Advisors
Utah
$905K +$46.7K +486 +6%
KAS
87
Kestra Advisory Services
Texas
$903K +$881K +9,169 +24,129%
CAN
88
Cetera Advisor Networks
California
$880K +$43.8K +456 +5%
PAA
89
Peregrine Asset Advisers
Oregon
$817K -$22.8K -237 -3%
QAM
90
QCI Asset Management
New York
$810K -$151K -1,568 -16%
Capstone Investment Advisors
91
Capstone Investment Advisors
New York
$808K +$791K +8,230 New
SPC
92
Sigma Planning Corp
Michigan
$807K +$339K +3,529 +75%
CW
93
CreativeOne Wealth
Kansas
$794K +$564K +5,872 +265%
SIA
94
Strategic Investment Advisors
Michigan
$789K -$560K -5,830 -42%
OCM
95
Osterweis Capital Management
California
$766K
RIM
96
Rockbridge Investment Management
New York
$757K -$288 -3 -0%
VCM
97
Virtue Capital Management
Tennessee
$739K -$175K -1,821 -19%
TPCW
98
TD Private Client Wealth
New York
$711K +$150K +1,559 +27%
Citigroup
99
Citigroup
New York
$700K +$672 +7 +0.1%
APSP
100
Asset Planning Services (Pennsylvania)
Pennsylvania
$686K -$77.5K -807 -10%

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.