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

250 hedge funds and large institutions have $1.37B invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2020 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 87 increasing their positions, 63 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

123% more capital invested

Capital invested by funds: $616M → $1.37B (+$757M)

38% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 63

21.33% more ownership

Funds ownership: 52.31%73.64% (+21%)

11% more funds holding

Funds holding: 225250 (+25)

Holders
250
Holders Change
+25
Holders Change %
+11.11%
% of All Funds
4.42%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.07%
New
51
Increased
87
Reduced
63
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
176
Bartlett & Co
Ohio
$128K
BCWM
177
Bartlett & Co Wealth Management
Ohio
$128K
CAPTRUST Financial Advisors
178
CAPTRUST Financial Advisors
North Carolina
$125K +$123K +1,279 New
EFSCE
179
Enterprise Financial Services Corp (EFSC)
Missouri
$114K +$4.03K +42 +4%
CHA
180
Carmichael Hill & Associates
Maryland
$103K -$41.4K -431 -29%
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$102K
WT
182
Whittier Trust
California
$100K
CFGS
183
Concourse Financial Group Securities
Alabama
$90K +$1.92K +20 +2%
ACA
184
Aptus Capital Advisors
Alabama
$88K -$56.3K -586 -39%
MPWT
185
MassMutual Private Wealth & Trust
Connecticut
$87K +$3.46K +36 +4%
CL
186
COWA LLC
Oklahoma
$80K +$78.3K +815 New
RFA
187
Reilly Financial Advisors
California
$78K
OIA
188
Optimum Investment Advisors
Illinois
$69K
Franklin Resources
189
Franklin Resources
California
$69K +$53.1K +553 +379%
CFA
190
Carroll Financial Associates
North Carolina
$66K
SWM
191
Sugarloaf Wealth Management
Georgia
$63K +$96 +1 +0.2%
MAWCM
192
Mine & Arao Wealth Creation & Management
California
$60K
GRP
193
Global Retirement Partners
California
$59K
KFI
194
Key Financial Inc
Pennsylvania
$55K +$53.7K +559 New
EP
195
Eudaimonia Partners
Tennessee
$55K +$54.1K +563 New
LGA
196
Lebenthal Global Advisors
New York
$49K +$48K +500 New
FWM
197
Focused Wealth Management
New York
$48K +$384 +4 +0.8%
SIAG
198
Safeguard Investment Advisory Group
California
$46K +$45.1K +469 New
BAM
199
Bellevue Asset Management
Washington
$43K
WB
200
Webster Bank
Connecticut
$40K

HYS Hedge Fund Activity: Q4 2020 in Review

250 of the 5,651 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 Q4 2020, worth a combined $1.37B — up 123% from $616M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new HYS positions and 22 closed out — a net gain of 29 holders — while 87 added to existing stakes and 63 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $341M. The largest seller was Jane Street, cutting an estimated $55.3M.

  • 250 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q4 2020, up from 225 in Q3 2020.
  • Funds reported $1.37B of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q4 2020, up 123% quarter-over-quarter.
  • 51 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q4 2020 and 22 closed out, a net change of +29 holders.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q4 2020 was JP Morgan Chase, an estimated $341M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q4 2020 was Jane Street, an estimated $55.3M sold.

Based on aggregated 13F filings for Q4 2020.