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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
AIM
151
Anchor Investment Management
South Carolina
$217K -$51.7K -514 -19%
SWM
152
SVA Wealth Management
Wisconsin
$209K -$18K -179 -8%
HSA
153
HBK Sorce Advisory
Pennsylvania
$206K -$506K -5,034 -71%
FWM
154
Focused Wealth Management
New York
$174K +$402 +4 +0.2%
NC
155
NewSquare Capital
Pennsylvania
$139K
CFA
156
Carroll Financial Associates
North Carolina
$113K
AA
157
Advisory Alpha
Michigan
$79K +$78.2K +778 New
VIA
158
Vantage Investment Advisors
Pennsylvania
$68K +$67.4K +670 New
SPIA
159
Steward Partners Investment Advisory
New York
$64K -$10.6K -105 -14%
CIR
160
Clear Investment Research
Georgia
$61K +$61.1K +608 New
BBPWM
161
Blue Bell Private Wealth Management
Pennsylvania
$54K +$503 +5 +0.9%
WT
162
Whittier Trust
California
$50K
ECM
163
Exchange Capital Management
Michigan
$49K
MA
164
MUFG Americas
New York
$36K
DADC
165
D.A. Davidson & Co
Montana
$32K -$688K -6,839 -95%
AWMS
166
Advocacy Wealth Management Services
Georgia
$31K -$37.4K -372 -55%
CFN
167
Cordasco Financial Network
Florida
$30K -$10.1K -100 -25%
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$29K +$22.6K +225 +388%
TFO
169
Tarbox Family Office
California
$28K +$27.7K +275 New
RFA
170
Reilly Financial Advisors
California
$25K
MIM
171
Macroview Investment Management
Maryland
$24K -$81.3K -808 -77%
PFGIA
172
Patriot Financial Group Insurance Agency
Massachusetts
$23K +$19.1K +190 +463%
NR
173
Newfound Research
Massachusetts
$22K -$73.9K -735 -77%
NFG
174
Next Financial Group
Texas
$18K -$36.4K -362 -67%
SSB
175
Sandy Spring Bank
Maryland
$13K +$13.4K +133 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.