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

251 hedge funds and large institutions have $1.01B invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 90 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 15

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

73% more call options, than puts

Call options by funds: $1.07M | Put options by funds: $621K

69% more capital invested

Capital invested by funds: $597M → $1.01B (+$409M)

34% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 67

18% more funds holding

Funds holding: 213251 (+38)

12.54% more ownership

Funds ownership: 45.6%58.13% (+13%)

Holders
251
Holders Change
+38
Holders Change %
+17.84%
% of All Funds
5.43%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
56
Increased
90
Reduced
67
Closed
15
Calls
$1.07M
Puts
$621K
Net Calls
+$451K
Net Calls Change
+$707K
Name Holding Trade Value Shares
Change
Change in
Stake
EAMA
176
EFG Asset Management (Americas)
Florida
$202K +$199K +2,020 New
US Bancorp
177
US Bancorp
Minnesota
$199K -$231K -2,344 -54%
CFGS
178
Concourse Financial Group Securities
Alabama
$166K -$15.2K -154 -8%
APA
179
American Portfolios Advisors
New York
$137K +$128K +1,297 +1,777%
APC
180
Aspire Private Capital
North Carolina
$137K +$118K +1,193 +702%
CIR
181
Clear Investment Research
Georgia
$132K -$60.3K -611 -32%
MFBTD
182
MB Financial Bank - Trust Department
Illinois
$126K
KBFS
183
Kohmann Bosshard Financial Services
Ohio
$121K -$2.17K -22 -2%
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$102K +$9.48K +96 +11%
NC
185
NewSquare Capital
Pennsylvania
$98K +$12.3K +125 +15%
WB
186
Webster Bank
Connecticut
$97K -$2.17K -22 -2%
OAM
187
Oppenheimer Asset Management
New York
$91K +$3.65K +37 +4%
QCIG
188
Quad-Cities Investment Group
Iowa
$84K +$790 +8 +1%
AC
189
Avestar Capital
New York
$83K
FWM
190
Focused Wealth Management
New York
$78K -$58.2K -589 -43%
CFA
191
Carroll Financial Associates
North Carolina
$67K
BFEC
192
Benjamin F. Edwards & Company
Missouri
$62K -$22.2K -225 -27%
AIC
193
Archer Investment Corporation
Indiana
$59K +$8.69K +88 +18%
MNBTD
194
Moody National Bank Trust Division
Texas
$59K +$58.8K +596 New
MPWT
195
MassMutual Private Wealth & Trust
Connecticut
$57.1K -$5.43K -55 -9%
GRP
196
Global Retirement Partners
California
$54K +$27.6K +280 +108%
FDCDDQ
197
Federation des caisses Desjardins du Quebec
Quebec, Canada
$52.1K -$9.38K -95 -15%
WT
198
Whittier Trust
California
$50K
PMFA
199
Plante Moran Financial Advisors
Michigan
$39K +$38K +385 New
FHA
200
First Horizon Advisors
Tennessee
$39K +$38.7K +392 New

HYS Hedge Fund Activity: Q1 2019 in Review

251 of the 4,620 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 2019, worth a combined $1.01B — up 69% from $597M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new HYS positions and 15 closed out — a net gain of 41 holders — while 90 added to existing stakes and 67 trimmed.

The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $121M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $15.3M sold.

  • 251 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q1 2019, up from 213 in Q4 2018.
  • Funds reported $1.01B of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q1 2019, up 69% quarter-over-quarter.
  • 56 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q1 2019 and 15 closed out, a net change of +41 holders.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q1 2019 was Charles Schwab Investment Advisory, an estimated $121M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q1 2019 was Susquehanna International Group, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2019.