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

215 hedge funds and large institutions have $886M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2018 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 85 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $810M → $886M (+$75.9M)

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

0.45% less ownership

Funds ownership: 51.83%51.38% (-0.45%)

1% less funds holding

Funds holding: 218215 (-3)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

29% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 85

78% less call options, than puts

Call options by funds: $478K | Put options by funds: $2.14M

Holders
215
Holders Change
-3
Holders Change %
-1.38%
% of All Funds
4.93%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
29
Increased
60
Reduced
85
Closed
28
Calls
$478K
Puts
$2.14M
Net Calls
-$1.67M
Net Calls Change
-$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
101
Astor Investment Management
Illinois
$597K -$36.1K -360 -6%
Baird Financial Group
102
Baird Financial Group
Wisconsin
$582K -$14.4K -144 -2%
WC
103
Whitnell & Co
Illinois
$576K
TWM
104
Torch Wealth Management
Ohio
$556K -$7.52K -75 -1%
WIA
105
Wealthstreet Investment Advisors
Texas
$523K
NA
106
Navellier & Associates
Nevada
$523K +$526K +5,249 New
EWM
107
Empirical Wealth Management
Washington
$516K +$62.3K +621 +14%
KA
108
Kovack Advisors
Florida
$512K -$74.1K -739 -13%
GCA
109
Gradient Capital Advisors
California
$500K
CAL
110
Capital Advisors Ltd
Ohio
$496K -$39.6K -395 -7%
FF
111
Friedenthal Financial
New Jersey
$495K -$16.3K -163 -3%
RWA
112
River Wealth Advisors
Pennsylvania
$481K -$12.4K -124 -3%
AC
113
AFAM Capital
Texas
$480K -$4.17M -41,573 -90%
CRC
114
Curi RMB Capital
Illinois
$454K +$148K +1,475 +48%
SPC
115
Sigma Planning Corp
Michigan
$448K -$138K -1,373 -23%
HighTower Advisors
116
HighTower Advisors
Illinois
$446K -$20.2K -201 -4%
US Bancorp
117
US Bancorp
Minnesota
$442K -$33K -329 -7%
BL
118
BCWM LLC
Kansas
$438K -$84K -838 -16%
OIA
119
OneDigital Investment Advisors
Kansas
$430K +$54.8K +547 +15%
PA
120
PFG Advisors
Arizona
$419K +$35.4K +353 +9%
RJA
121
Raymond James & Associates
Florida
$408K -$247K -2,467 -38%
DG
122
Delek Group
Israel
$368K +$98.8K +985 +36%
AEPG
123
American Economic Planning Group
New Jersey
$349K
CYG
124
Clean Yield Group
Vermont
$349K
AWM
125
AE Wealth Management
Kansas
$337K -$57.9K -577 -15%

HYS Hedge Fund Activity: Q1 2018 in Review

215 of the 4,364 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 2018, worth a combined $886M — up 9.4% from $810M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new HYS positions and 28 closed out — a net gain of 1 holder — while 60 added to existing stakes and 85 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $194M. The largest seller was Morgan Stanley, cutting an estimated $16.4M.

  • 215 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q1 2018, down from 218 in Q4 2017.
  • Funds reported $886M of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q1 2018, up 9.4% quarter-over-quarter.
  • 29 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q1 2018 and 28 closed out, a net change of +1 holder.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q1 2018 was JP Morgan Chase, an estimated $194M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q1 2018 was Morgan Stanley, an estimated $16.4M sold.

Based on aggregated 13F filings for Q1 2018.