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

Overview Fund Activity

163 hedge funds and large institutions have $1.25B invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 72 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
-3
Holders Change %
-1.81%
% of All Funds
4.35%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
25
Increased
49
Reduced
72
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
Flow Traders U.S.
New York
$138M
2
RIG
RiverFront Investment Group
Virginia
$109M
3
Rafferty Asset Management
Rafferty Asset Management
New York
$36.1M
4
HIM
Hanlon Investment Management
New Jersey
$36.1M
5
CS
Credit Suisse
Switzerland
$36.7M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$27.4M
2
Ameriprise
Ameriprise
Minnesota
$15.4M
3
Morgan Stanley
Morgan Stanley
New York
$17.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$19.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
126
Rowland Carmichael Advisors
Arizona
$242K +$242K +2,603 New
PAM
127
Peak Asset Management
Colorado
$238K +$238K +2,559 New
PAS
128
Park Avenue Securities
New York
$233K -$107K -1,150 -31%
LW
129
Linscomb Wealth
Texas
$231K – – –
SWP
130
Stratos Wealth Partners
Ohio
$224K +$11.4K +122 +5%
FWM
131
Focused Wealth Management
New York
$200K +$5.12K +55 +3%
DADC
132
D.A. Davidson & Co
Montana
$188K -$56.3K -606 -23%
US Bancorp
133
US Bancorp
Minnesota
$162K +$97.3K +1,047 +150%
S
134
SignatureFD
Georgia
$162K +$162K +1,748 New
CFN
135
Cordasco Financial Network
Florida
$148K -$94.5K -1,015 -39%
GWM
136
Gupta Wealth Management
California
$147K +$147K +1,587 New
GI
137
Gradient Investments
Minnesota
$128K -$52.7K -566 -29%
NC
138
NewSquare Capital
Pennsylvania
$128K – – –
FHA
139
First Horizon Advisors
Tennessee
$107K +$107K +1,139 New
WT
140
Whittier Trust
California
$101K -$118K -1,270 -54%
SAM
141
Shamrock Asset Management
Texas
$59K -$100K -1,070 -63%
NR
142
Newfound Research
Massachusetts
$59K -$18.6K -200 -24%
KLI
143
Kelman-Lazarov Inc
Tennessee
$49K +$49K +525 New
HI
144
Hudock Inc
Pennsylvania
$47K +$13.1K +142 +39%
CFA
145
Carroll Financial Associates
North Carolina
$41K – – –
KFA
146
Kelleher Financial Advisors
New York
$36K +$36K +389 New
MA
147
MUFG Americas
New York
$34K – – –
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$26K – – –
RFA
149
Reilly Financial Advisors
California
$23K – – –
SSB
150
Sandy Spring Bank
Maryland
$23K +$23K +250 New
4 5
6
7 8