PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
194 hedge funds and large institutions have $1.86B invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2015 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 79 increasing their positions, 61 reducing their positions, and 21 closing their positions.
57% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 21
33% more funds holding in top 10
Funds holding in top 10: 9 → 12 (+3)
30% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 61
5% more funds holding
Funds holding: 185 → 194 (+9)
2% more capital invested
Capital invested by funds: $1.82B → $1.86B (+$39.1M)
0.99% more ownership
Funds ownership: 61.26% → 62.25% (+0.99%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAS
Sage Advisory Services
Austin,
Texas
|
+$50.4M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$26.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$23.4M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$20.9M |
| 5 |
FA
FDx Advisors
Chicago,
Illinois
|
+$19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$166M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$16.1M |
| 3 |
LG
Leuthold Group
Minneapolis,
Minnesota
|
-$6.29M |
| 4 |
TCM
TD Capital Management
Memphis,
Tennessee
|
-$6.07M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$5.98M |
HYS Hedge Fund Activity: Q1 2015 in Review
194 of the 3,752 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 2015, worth a combined $1.86B — up 2.1% from $1.82B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new HYS positions and 21 closed out — a net gain of 12 holders — while 79 added to existing stakes and 61 trimmed.
The largest buyer was Sage Advisory Services, opening a new position worth an estimated $50.4M. The largest seller was Windhaven Investment Management, cutting an estimated $166M.
- 194 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q1 2015, up from 185 in Q4 2014.
- Funds reported $1.86B of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q1 2015, up 2.1% quarter-over-quarter.
- 33 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q1 2015 and 21 closed out, a net change of +12 holders.
- The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q1 2015 was Sage Advisory Services, an estimated $50.4M added.
- The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q1 2015 was Windhaven Investment Management, an estimated $166M sold.
Based on aggregated 13F filings for Q1 2015.