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

216 hedge funds and large institutions have $866M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 73 increasing their positions, 77 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1.88% more ownership

Funds ownership: 51.38%53.27% (+1.9%)

0% more funds holding

Funds holding: 215216 (+1)

2% less capital invested

Capital invested by funds: $886M → $866M (-$20.4M)

5% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 77

37% less call options, than puts

Call options by funds: $508K | Put options by funds: $807K

Holders
216
Holders Change
+1
Holders Change %
+0.47%
% of All Funds
4.95%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.16%
New
19
Increased
73
Reduced
77
Closed
17
Calls
$508K
Puts
$807K
Net Calls
-$299K
Net Calls Change
+$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
176
Steward Partners Investment Advisory
New York
$61K
FANJ
177
Financial Architects (New Jersey)
New Jersey
$55K +$45.2K +452 +452%
BBPWM
178
Blue Bell Private Wealth Management
Pennsylvania
$54K
MIFH
179
Migdal Insurance & Financial Holdings
Israel
$51K -$20K -200 -28%
AAM
180
Advisors Asset Management
Colorado
$51K +$41.7K +417 +444%
OIA
181
Optimum Investment Advisors
Illinois
$50K +$10K +100 +25%
WT
182
Whittier Trust
California
$49K
FHA
183
Flagship Harbor Advisors
Massachusetts
$46K +$47.1K +471 New
MPWT
184
MassMutual Private Wealth & Trust
Connecticut
$39.3K +$17K +170 +76%
ML
185
McAdam LLC
Pennsylvania
$38K +$200 +2 +0.5%
FGAM
186
Financial Gravity Asset Management
Texas
$30K -$26.8K -268 -47%
CFN
187
Cordasco Financial Network
Florida
$30K
ECM
188
Exchange Capital Management
Michigan
$28K
BBA
189
Braun-Bostich & Associates
Pennsylvania
$24K
AIM
190
Anchor Investment Management
South Carolina
$23.4K -$100K -1,000 -81%
SF
191
Synovus Financial
Georgia
$23K -$400 -4 -2%
BHB
192
Bank Hapoalim BM
Israel
$23K
KJWM
193
Kiley Juergens Wealth Management
Washington
$22K +$22.3K +223 New
PO
194
Private Ocean
California
$20K +$20.1K +201 New
MA
195
MUFG Americas
New York
$19K
SIS
196
Sound Income Strategies
Florida
$18K
BWM
197
BerganKDV Wealth Management
Minnesota
$18K +$18.5K +185 New
MIM
198
Macroview Investment Management
Maryland
$14K
MA
199
MCF Advisors
Kentucky
$13K -$21.1K -211 -62%
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$12K

HYS Hedge Fund Activity: Q2 2018 in Review

216 of the 4,368 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 Q2 2018, worth a combined $866M — down 2.3% from $886M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new HYS positions and 17 closed out — a net gain of 2 holders — while 73 added to existing stakes and 77 trimmed.

The largest buyer was Credit Suisse, adding an estimated $60.7M. The largest seller was JP Morgan Chase, cutting an estimated $194M.

  • 216 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q2 2018, up from 215 in Q1 2018.
  • Funds reported $866M of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q2 2018, down 2.3% quarter-over-quarter.
  • 19 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q2 2018 and 17 closed out, a net change of +2 holders.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q2 2018 was Credit Suisse, an estimated $60.7M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q2 2018 was JP Morgan Chase, an estimated $194M sold.

Based on aggregated 13F filings for Q2 2018.