We are live on ! Find out more
HYS icon

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

164 hedge funds and large institutions have $1.19B invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 66 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

1% more funds holding

Funds holding: 162164 (+2)

3.72% less ownership

Funds ownership: 64.77%61.05% (-3.7%)

12% less capital invested

Capital invested by funds: $1.34B → $1.19B (-$154M)

18% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 66

67% less call options, than puts

Call options by funds: $239K | Put options by funds: $726K

Holders
164
Holders Change
+2
Holders Change %
+1.23%
% of All Funds
4.38%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.27%
New
18
Increased
54
Reduced
66
Closed
13
Calls
$239K
Puts
$726K
Net Calls
-$487K
Net Calls Change
-$487K
Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$156M -$57.5M -586,456 -27%
Allianz Asset Management
2
Allianz Asset Management
Germany
$126M +$1.25M +12,740 +1%
WIM
3
Windhaven Investment Management
Massachusetts
$104M -$5.48M -55,843 -5%
JP Morgan Chase
4
JP Morgan Chase
New York
$66.8M -$9.88M -100,771 -13%
Wells Fargo
5
Wells Fargo
California
$62.3M +$32.3M +329,792 +111%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$51.2M -$239K -2,441 -0.5%
CS
7
Credit Suisse
Switzerland
$48.8M +$47.1M +480,599 +4,966%
Rafferty Asset Management
8
Rafferty Asset Management
New York
$46.6M +$45M +458,633 +4,811%
RJA
9
Raymond James & Associates
Florida
$35M -$12.4M -126,017 -26%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$32.6M +$618K +6,297 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$32M -$529K -5,394 -2%
HIM
12
Hanlon Investment Management
New Jersey
$26.9M -$46.1M -470,483 -64%
BCI
13
Brinker Capital Investments
Pennsylvania
$24.8M +$492K +5,017 +2%
Morgan Stanley
14
Morgan Stanley
New York
$23.2M +$506K +5,154 +2%
NA
15
Nottingham Advisors
New York
$21.6M +$134K +1,363 +0.6%
Bank of America
16
Bank of America
North Carolina
$21.1M -$398K -4,058 -2%
FTUS
17
Flow Traders U.S.
New York
$20.1M -$77.8M -793,702 -80%
UBS Group
18
UBS Group
Switzerland
$18.6M +$1.49M +15,163 +9%
AssetMark Inc
19
AssetMark Inc
California
$17.5M -$402K -4,101 -2%
BWM
20
Braver Wealth Management
Massachusetts
$16.9M +$777K +7,924 +5%
GIM
21
Goelzer Investment Management
Indiana
$13.9M -$515K -5,249 -4%
BTS
22
BB&T Securities
Virginia
$12.9M -$3.68M -37,505 -22%
CHA
23
Cedar Hill Associates
Illinois
$12.2M -$137K -1,400 -1%
LPL Financial
24
LPL Financial
California
$10.1M +$1.33M +13,561 +15%
PA
25
Pinnacle Associates
New York
$10M -$126K -1,281 -1%

HYS Hedge Fund Activity: Q3 2016 in Review

164 of the 3,748 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 Q3 2016, worth a combined $1.19B — down 12% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HYS positions and 13 closed out — a net gain of 5 holders — while 54 added to existing stakes and 66 trimmed.

The largest buyer was Credit Suisse, adding an estimated $47.1M. The largest seller was Virtu KCG Holdings, cutting an estimated $84M.

  • 164 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q3 2016, up from 162 in Q2 2016.
  • Funds reported $1.19B of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q3 2016, down 12% quarter-over-quarter.
  • 18 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q3 2016 and 13 closed out, a net change of +5 holders.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q3 2016 was Credit Suisse, an estimated $47.1M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q3 2016 was Virtu KCG Holdings, an estimated $84M sold.

Based on aggregated 13F filings for Q3 2016.