PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
141 hedge funds and large institutions have $1.76B invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2013 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 25 reducing their positions, and 11 closing their positions.
200% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 11
164% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 25
56% more funds holding in top 10
Funds holding in top 10: 9 → 14 (+5)
17% more funds holding
Funds holding: 121 → 141 (+20)
16% more capital invested
Capital invested by funds: $1.51B → $1.76B (+$244M)
1.95% less ownership
Funds ownership: 71.45% → 69.5% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$161M |
| 2 |
SAS
Sage Advisory Services
Austin,
Texas
|
+$49.8M |
| 3 |
Morgan Stanley
New York
|
+$46.2M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$37.1M |
| 5 |
WCM
Weatherstone Capital Management
Denver,
Colorado
|
+$36.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$106M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$8.12M |
| 3 |
CC
Curian Capital
Denver,
Colorado
|
-$6.87M |
| 4 |
AC
AFAM Capital
Austin,
Texas
|
-$3.17M |
| 5 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$2.95M |
HYS Hedge Fund Activity: Q3 2013 in Review
141 of the 3,084 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 Q3 2013, worth a combined $1.76B — up 16% from $1.51B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new HYS positions and 11 closed out — a net gain of 22 holders — while 66 added to existing stakes and 25 trimmed.
The largest buyer was RiverFront Investment Group, adding an estimated $161M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $106M.
- 141 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q3 2013, up from 121 in Q2 2013.
- Funds reported $1.76B of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q3 2013, up 16% quarter-over-quarter.
- 33 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q3 2013 and 11 closed out, a net change of +22 holders.
- The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q3 2013 was RiverFront Investment Group, an estimated $161M added.
- The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q3 2013 was Charles Schwab Investment Advisory, an estimated $106M sold.
Based on aggregated 13F filings for Q3 2013.