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

191 hedge funds and large institutions have $1.03B invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 74 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 22

1% more funds holding

Funds holding: 190191 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

11.25% less ownership

Funds ownership: 67.2%55.95% (-11%)

16% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 74

33% less capital invested

Capital invested by funds: $1.52B → $1.03B (-$496M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $424K

Holders
191
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
4.75%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
25
Increased
62
Reduced
74
Closed
22
Calls
Puts
$424K
Net Calls
-$424K
Net Calls Change
-$15K
Name Holding Trade Value Shares
Change
Change in
Stake
CYG
126
Clean Yield Group
Vermont
$354K
AEPG
127
American Economic Planning Group
New Jersey
$353K
WP
128
WealthSource Partners
California
$352K +$350K +3,481 New
RCA
129
Rowland Carmichael Advisors
Arizona
$330K +$52.1K +518 +19%
SMC
130
Smith, Moore & Co
Missouri
$325K -$4.42K -44 -1%
ATC
131
Argent Trust Co
Tennessee
$318K
SFG
132
StrategIQ Financial Group
Indiana
$317K -$11.9K -118 -4%
MSAM
133
Moloney Securities Asset Management
Missouri
$309K -$1.81K -18 -0.6%
William Blair & Company
134
William Blair & Company
Illinois
$308K +$31.6K +314 +12%
GWM
135
Geneos Wealth Management
Colorado
$306K -$107K -1,059 -26%
Jane Street
136
Jane Street
New York
$298K -$8.4M -83,542 -97%
CWM
137
Cornerstone Wealth Management
Missouri
$298K -$153K -1,526 -34%
WCM
138
Weatherstone Capital Management
Colorado
$293K -$318K -3,162 -52%
GI
139
Gradient Investments
Minnesota
$289K +$39.5K +393 +16%
PB
140
Pinnacle Bancorp
Nebraska
$281K +$279K +2,776 New
GKWIM
141
Gerber Kawasaki Wealth & Investment Management
California
$267K +$268K +2,669 New
M&T Bank
142
M&T Bank
New York
$262K -$578K -5,745 -69%
JIC
143
Johnson Investment Counsel
Ohio
$261K
GRP
144
Global Retirement Partners
California
$260K -$126K -1,250 -33%
LW
145
Linscomb Wealth
Texas
$253K
DIP
146
DT Investment Partners
Pennsylvania
$251K -$238K -2,364 -49%
BHB
147
Bank Hapoalim BM
Israel
$240K
TCM
148
Traynor Capital Management
Pennsylvania
$233K -$49.3K -490 -18%
CFA
149
Cahill Financial Advisors
Minnesota
$230K
RWA
150
River Wealth Advisors
Pennsylvania
$229K +$227K +2,262 New

HYS Hedge Fund Activity: Q1 2017 in Review

191 of the 4,017 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 2017, worth a combined $1.03B — down 33% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HYS positions and 22 closed out — a net gain of 3 holders — while 62 added to existing stakes and 74 trimmed.

The largest buyer was Ameriprise, adding an estimated $22.7M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $128M sold.

  • 191 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q1 2017, up from 190 in Q4 2016.
  • Funds reported $1.03B of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q1 2017, down 33% quarter-over-quarter.
  • 25 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q1 2017 and 22 closed out, a net change of +3 holders.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q1 2017 was Ameriprise, an estimated $22.7M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q1 2017 was Allianz Asset Management, an estimated $128M sold.

Based on aggregated 13F filings for Q1 2017.