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.
14% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 22
1% more funds holding
Funds holding: 190 → 191 (+1)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$22.7M |
| 2 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$16.8M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$15.8M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$9.15M |
| 5 |
Morgan Stanley
New York
|
+$8.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$128M |
| 2 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$121M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$82.7M |
| 4 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$58.7M |
| 5 |
JP Morgan Chase
New York
|
-$50.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MM
201
Main Management
San Francisco,
California
| – | -$615K | -6,160 | Closed |
|
|
CI
202
Cambiar Investors
Denver,
Colorado
| – | -$449K | -4,500 | Closed |
|
|
IP
203
Investment Partners
New Philadelphia,
Ohio
| – | -$275K | -2,759 | Closed |
|
|
MC
204
Muzinich & Co
New York
| – | -$189K | -1,895 | Closed |
|
|
GC
205
Guggenheim Capital
Chicago,
Illinois
| – | -$181K | -1,808 | Closed |
|
|
FHA
206
First Horizon Advisors
Memphis,
Tennessee
| – | -$158K | -1,594 | Closed |
|
|
MBT
207
Montecito Bank & Trust
Santa Barbara,
California
| – | -$94K | -940 | Closed |
|
|
HI
208
Hudock Inc
Williamsport,
Pennsylvania
| – | -$28K | -288 | Closed |
|
|
PWM
209
Perigon Wealth Management
San Francisco,
California
| – | -$24K | -234 | Closed |
|
|
CHP
210
Cable Hill Partners
Portland,
Oregon
| – | -$5K | -46 | Closed |
|
|
AF
211
Allworth Financial
Folsom,
California
| – | -$3K | -30 | Closed |
|
212
Simplex Trading
Chicago,
Illinois
| – | -$1K | -13 | Closed |
|
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.