We are live on ! Find out more
HYS icon

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
HCM
201
Highlander Capital Management
New Jersey
$11K
NR
202
Newfound Research
Massachusetts
$10K -$7.4K -74 -41%
WTC
203
WhitTier Trust Company
Nevada
$10K
SEI Investments
204
SEI Investments
Pennsylvania
$8K -$2.8K -28 -26%
LNB
205
Ledyard National Bank
$7K
BCA
206
Bay Colony Advisors
Massachusetts
$7K +$6.8K +68 New
FNB
207
Farmers National Bank
Kentucky
$6K
PMFA
208
Plante Moran Financial Advisors
Michigan
$5K
WP
209
WealthShield Partners
North Carolina
$5K
RBA
210
Richard Bernstein Advisors
New York
$4K
WAP
211
Wealthcare Advisory Partners
Pennsylvania
$4K
DWM
212
Destination Wealth Management
California
$3K -$24.7K -247 -90%
GTAM
213
Global Trust Asset Management
Florida
$2K -$200 -2 -8%
PA
214
Parallel Advisors
California
$2K
S
215
SignatureFD
Georgia
$1K +$1K +10 New
AFNAS
216
American Financial Network Advisory Services
California
$273 -$1.1K -11 -38%
Rafferty Asset Management
217
Rafferty Asset Management
New York
-$17.5M -175,668 Closed
Citadel Advisors
218
Citadel Advisors
Florida
-$2.96M -29,727 Closed
AAMA
219
Advanced Asset Management Advisors
Ohio
-$2.04M -20,503 Closed
HPWM
220
Highland Private Wealth Management
Washington
-$977K -9,801 Closed
PAG
221
Private Advisory Group
Washington
-$977K -9,801 Closed
FF
222
Friedenthal Financial
New Jersey
-$495K -4,968 Closed
AEPG
223
American Economic Planning Group
New Jersey
-$349K -3,477 Closed
VF
224
Virtu Financial
New York
-$276K -2,766 Closed
TFO
225
Tarbox Family Office
California
-$111K -1,118 Closed

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.