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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
RWA
101
River Wealth Advisors
Pennsylvania
$663K +$113K +1,149 +21%
CFG
102
CKW Financial Group
Hawaii
$653K +$14.7K +149 +2%
IA
103
IFP Advisors
Florida
$650K +$152K +1,544 +31%
VA
104
Valmark Advisers
Ohio
$644K -$28K -284 -4%
PWMAG
105
Pinnacle Wealth Management Advisory Group
New Jersey
$643K -$46.4K -470 -7%
TNBTD
106
Trustmark National Bank Trust Department
Mississippi
$634K
EFS
107
Econ Financial Services
Pennsylvania
$629K +$48.3K +489 +8%
OCM
108
Osterweis Capital Management
California
$623K
AI
109
Atria Investments
North Carolina
$621K -$2.44M -24,684 -80%
SPC
110
Sigma Planning Corp
Michigan
$588K +$69K +699 +14%
WC
111
Whitnell & Co
Illinois
$579K
WIA
112
Wealthstreet Investment Advisors
Texas
$528K +$12.1K +123 +2%
SB
113
Suntrust Banks
Georgia
$513K +$46.5K +471 +10%
William Blair & Company
114
William Blair & Company
Illinois
$512K +$223K +2,262 +80%
PB
115
Pinnacle Bancorp
Nebraska
$487K +$26.9K +272 +6%
Baird Financial Group
116
Baird Financial Group
Wisconsin
$479K -$34.6K -350 -7%
MCM
117
Monument Capital Management
Virginia
$459K
OAM
118
Oxford Asset Management
United Kingdom
$459K +$452K +4,579 New
HB
119
Homrich & Berg
Georgia
$457K +$16K +162 +4%
BL
120
BCWM LLC
Kansas
$446K +$58.5K +593 +15%
SMC
121
Smith, Moore & Co
Missouri
$438K +$11.4K +115 +3%
TA
122
TFG Advisers
Michigan
$432K +$50.8K +515 +14%
SWM
123
SVA Wealth Management
Wisconsin
$421K -$155K -1,567 -27%
DAS
124
Dynamic Advisor Solutions
Arizona
$412K +$406K +4,109 New
KA
125
Kovack Advisors
Florida
$409K +$99 +1 +0%

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.