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

250 hedge funds and large institutions have $1.37B invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2020 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 87 increasing their positions, 63 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

123% more capital invested

Capital invested by funds: $616M → $1.37B (+$757M)

38% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 63

21.33% more ownership

Funds ownership: 52.31% → 73.64% (+21%)

11% more funds holding

Funds holding: 225 → 250 (+25)

Holders
250
Holders Change
+25
Holders Change %
+11.11%
% of All Funds
4.42%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.07%
New
51
Increased
87
Reduced
63
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$341M
2
Bank of America
Bank of America
North Carolina
+$148M
3
RBA
Richard Bernstein Advisors
New York
+$115M
4
Ameriprise
Ameriprise
Minnesota
+$39.5M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$27.5M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$55.3M
2
Wells Fargo
Wells Fargo
California
-$27.7M
3
PI
Parkside Investments
Illinois
-$4.79M
4
AssetMark Inc
AssetMark Inc
California
-$1.5M
5
FTUS
Flow Traders U.S.
New York
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
126
Hillsdale Investment Management
Ontario, Canada
$373K – – –
TC
127
Telemus Capital
Michigan
$372K – – –
MFG
128
Menard Financial Group
Texas
$365K -$15K -156 -4%
CWM
129
Connecticut Wealth Management
Connecticut
$363K -$7.68K -80 -2%
BWA
130
Burt Wealth Advisors
Maryland
$359K +$11.5K +120 +3%
LFAS
131
Level Four Advisory Services
Texas
$339K +$2.11K +22 +0.6%
KPWG
132
KFA Private Wealth Group
Virginia
$335K -$11.4K -119 -3%
CCM
133
Covington Capital Management
California
$331K – – –
PCS
134
Personal CFO Solutions
New Jersey
$331K +$17K +177 +6%
VA
135
Valmark Advisers
Ohio
$307K +$8.84K +92 +3%
PAS
136
Park Avenue Securities
New York
$306K +$14.4K +150 +5%
NA
137
Nottingham Advisors
New York
$300K – – –
PMG
138
ProVise Management Group
Florida
$298K +$291K +3,029 New
VHAM
139
Van Hulzen Asset Management
California
$295K – – –
DC
140
Davenport & Co
Virginia
$285K +$279K +2,904 New
Kayne Anderson Rudnick Investment Management
141
Kayne Anderson Rudnick Investment Management
California
$283K +$3.27K +34 +1%
CSPIA
142
Cary Street Partners Investment Advisory
Virginia
$277K -$768 -8 -0.3%
MNBTD
143
Moody National Bank Trust Division
Texas
$276K +$865 +9 +0.3%
CAS
144
Coppell Advisory Solutions
Texas
$274K +$268K +2,794 New
SIC
145
Samalin Investment Counsel
New York
$269K -$9.03K -94 -3%
Susquehanna International Group
146
Susquehanna International Group
Pennsylvania
$267K +$261K +2,722 New
CTFG
147
Capstone Triton Financial Group
Oklahoma
$263K +$258K +2,682 New
SAS
148
Sage Advisory Services
Texas
$261K -$768 -8 -0.3%
CAM
149
Concorde Asset Management
Michigan
$260K +$10.2K +106 +4%
HPC
150
Hobart Private Capital
North Carolina
$258K +$252K +2,627 New
4 5
6
7 8

HYS Hedge Fund Activity: Q4 2020 in Review

250 of the 5,651 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 Q4 2020, worth a combined $1.37B — up 123% from $616M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new HYS positions and 22 closed out — a net gain of 29 holders — while 87 added to existing stakes and 63 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $341M. The largest seller was Jane Street, cutting an estimated $55.3M.

  • 250 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q4 2020, up from 225 in Q3 2020.
  • Funds reported $1.37B of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q4 2020, up 123% quarter-over-quarter.
  • 51 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q4 2020 and 22 closed out, a net change of +29 holders.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q4 2020 was JP Morgan Chase, an estimated $341M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q4 2020 was Jane Street, an estimated $55.3M sold.

Based on aggregated 13F filings for Q4 2020.