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

245 hedge funds and large institutions have $1.27B invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 95 increasing their positions, 70 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

36% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 70

0% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 30

2% less funds holding

Funds holding: 250 → 245 (-5)

7.43% less ownership

Funds ownership: 73.64% → 66.21% (-7.4%)

7% less capital invested

Capital invested by funds: $1.37B → $1.27B (-$103M)

Holders
245
Holders Change
-5
Holders Change %
-2%
% of All Funds
4.3%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
30
Increased
95
Reduced
70
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMP
Financial Management Professionals
Texas
+$15.6M
2
MWM
MinichMacGregor Wealth Management
New York
+$10.7M
3
Morgan Stanley
Morgan Stanley
New York
+$8.47M
4
Bank of America
Bank of America
North Carolina
+$7.68M
5
RBA
Richard Bernstein Advisors
New York
+$6.04M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$129M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$28.1M
3
Jane Street
Jane Street
New York
-$16.5M
4
CS
Credit Suisse
Switzerland
-$9.56M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
126
Telemus Capital
Michigan
$376K – – –
CAS
127
Cascadia Advisory Services
Oregon
$375K +$372K +3,780 New
CCM
128
Crew Capital Management
Ohio
$372K +$369K +3,750 New
CWM
129
Connecticut Wealth Management
Connecticut
$367K – – –
SS
130
Simplicity Solutions
Minnesota
$366K -$2.35M -23,898 -87%
BWA
131
Burt Wealth Advisors
Maryland
$348K -$14.8K -150 -4%
KPWG
132
KFA Private Wealth Group
Virginia
$339K +$984 +10 +0.3%
PCS
133
Personal CFO Solutions
New Jersey
$336K +$1.48K +15 +0.4%
CCM
134
Covington Capital Management
California
$334K – – –
GWM
135
Geneos Wealth Management
Colorado
$330K -$73.9K -751 -18%
PA
136
Pinnacle Associates
New York
$325K +$69.3K +705 +27%
PMG
137
ProVise Management Group
Florida
$319K +$18.4K +187 +6%
SPIA
138
Steward Partners Investment Advisory
New York
$318K +$97.1K +987 +45%
MFG
139
Menard Financial Group
Texas
$310K -$58.2K -592 -16%
NA
140
Nottingham Advisors
New York
$302K – – –
PAS
141
Park Avenue Securities
New York
$300K -$8.46K -86 -3%
IAIM
142
International Assets Investment Management
Florida
$299K +$149K +1,519 +101%
LFAS
143
Level Four Advisory Services
Texas
$298K -$44.5K -452 -13%
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$293K +$153K +1,557 +111%
MNBTD
145
Moody National Bank Trust Division
Texas
$291K +$12.2K +124 +4%
CSPIA
146
Cary Street Partners Investment Advisory
Virginia
$280K – – –
SIC
147
Samalin Investment Counsel
New York
$272K +$590 +6 +0.2%
ACP
148
Aveo Capital Partners
Colorado
$268K +$266K +2,705 New
APA
149
American Portfolios Advisors
New York
$268K +$67.8K +689 +34%
CTFG
150
Capstone Triton Financial Group
Oklahoma
$266K – – –
4 5
6
7 8

HYS Hedge Fund Activity: Q1 2021 in Review

245 of the 5,695 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 2021, worth a combined $1.27B — down 7.5% from $1.37B a quarter earlier.

Fund positioning in HYS was balanced in Q1 2021: 30 funds opened new positions, 30 closed out, 95 added to existing stakes and 70 trimmed.

The largest buyer was Financial Management Professionals, adding an estimated $15.6M. The largest seller was JP Morgan Chase, cutting an estimated $129M.

  • 245 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q1 2021, down from 250 in Q4 2020.
  • Funds reported $1.27B of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q1 2021, down 7.5% quarter-over-quarter.
  • 30 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q1 2021 and 30 closed out, a net change of 0 holders.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q1 2021 was Financial Management Professionals, an estimated $15.6M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q1 2021 was JP Morgan Chase, an estimated $129M sold.

Based on aggregated 13F filings for Q1 2021.