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

Overview Fund Activity

229 hedge funds and large institutions have $753M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 68 increasing their positions, 86 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
-22
Holders Change %
-8.76%
% of All Funds
4.98%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
24
Increased
68
Reduced
86
Closed
41
Calls
$211K
Puts
$522K
Net Calls
-$311K
Net Calls Change
-$762K

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$18.9M
2
HIM
2
Hanlon Investment Management
New Jersey
$16.4M
3
Bank of America
3
Bank of America
North Carolina
$33.7M
4
CWM
4
Connecticut Wealth Management
Connecticut
$5.5M
5
TW
5
Transform Wealth
Colorado
$4.58M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
AssetMark Inc
2
AssetMark Inc
California
$46.5M
3
Wells Fargo
3
Wells Fargo
California
$68.2M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$25.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCIG
176
Quad-Cities Investment Group
Iowa
$85K +$905 +9 +1%
AC
177
Avestar Capital
New York
$84K – – –
FWM
178
Focused Wealth Management
New York
$78K -$706 -7 -0.9%
CFA
179
Carroll Financial Associates
North Carolina
$67K – – –
CFD
180
Creative Financial Designs
Indiana
$67K +$67K +669 New
BFEC
181
Benjamin F. Edwards & Company
Missouri
$62K – – –
MPWT
182
MassMutual Private Wealth & Trust
Connecticut
$57K – – –
WT
183
Whittier Trust
California
$50K – – –
RIA
184
Realta Investment Advisors
Delaware
$47K +$33.3K +324 +244%
TC
185
Truvestments Capital
Florida
$45K +$45K +450 New
MA
186
MCF Advisors
Kentucky
$42K +$10.6K +105 +34%
SBL
187
Sargent Bickham Lagudis
Colorado
$34K -$8.04M -80,661 -100%
SIM
188
Sonora Investment Management
Arizona
$33K – – –
WEC
189
Winslow Evans & Crocker
Massachusetts
$32K – – –
GRP
190
Global Retirement Partners
California
$28K -$26K -260 -48%
EWM
191
Executive Wealth Management
Michigan
$27K – – –
SF
192
Synovus Financial
Georgia
$26K – – –
GI
193
Gradient Investments
Minnesota
$26K +$26K +258 New
BBA
194
Braun-Bostich & Associates
Pennsylvania
$24K – – –
SAM
195
Shamrock Asset Management
Texas
$23K – – –
GSWM
196
Golden State Wealth Management
California
$20K – – –
BWM
197
BerganKDV Wealth Management
Minnesota
$19K – – –
MA
198
MUFG Americas
New York
$19K – – –
WAP
199
Wealthcare Advisory Partners
Pennsylvania
$18K +$13.8K +138 +329%
BHWM
200
Bay Harbor Wealth Management
Maryland
$15K -$8.06K -79 -35%
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