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

207 hedge funds and large institutions have $680M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2020 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 82 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $640M → $680M (+$40.2M)

5% less funds holding

Funds holding: 217207 (-10)

6.58% less ownership

Funds ownership: 62.35%55.77% (-6.6%)

22% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 41

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

35% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 82

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.17M

Holders
207
Holders Change
-10
Holders Change %
-4.61%
% of All Funds
4.24%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
32
Increased
53
Reduced
82
Closed
41
Calls
Puts
$1.17M
Net Calls
-$1.17M
Net Calls Change
-$782K
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$160M +$156M +1,747,991 New
Wells Fargo
2
Wells Fargo
California
$49.3M -$8.26M -92,384 -15%
AssetMark Inc
3
AssetMark Inc
California
$39.3M -$62M -694,071 -62%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$36.8M -$46.8M -523,152 -56%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$33.9M -$7.92M -88,654 -19%
Bank of America
6
Bank of America
North Carolina
$22.9M +$3.92M +43,811 +21%
CS
7
Credit Suisse
Switzerland
$21M +$11.9M +133,434 +137%
Morgan Stanley
8
Morgan Stanley
New York
$19.1M -$1.63M -18,230 -8%
Osaic Holdings
9
Osaic Holdings
Arizona
$19.1M -$6.81M -76,134 -27%
UBS Group
10
UBS Group
Switzerland
$15.1M -$1.74M -19,453 -11%
TC
11
Toews Corporation
New Jersey
$15M +$14.7M +164,100 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$13.3M +$2.48M +27,753 +23%
MA
13
MUFG Americas
New York
$11.3M -$40.8K -457 -71%
CCM
14
Condor Capital Management
New Jersey
$8.49M -$62.5K -699 -0.7%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$8.28M
SWM
16
Sugarloaf Wealth Management
Georgia
$7.77M +$6.78M +75,810 +10,924%
Barclays
17
Barclays
United Kingdom
$7.75M +$7.59M +84,900 New
AP
18
Advisors Preferred
Maryland
$7.73M +$7.59M +84,900 New
Goldman Sachs
19
Goldman Sachs
New York
$7.32M +$7.17M +80,237 New
LPL Financial
20
LPL Financial
California
$6.39M +$556K +6,221 +10%
Truist Financial
21
Truist Financial
North Carolina
$5.86M -$48K -537 -0.8%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$5.84M -$9.03M -100,968 -61%
NC
23
NewSquare Capital
Pennsylvania
$5.77M -$34.6K -387 -0.6%
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$5.47M -$130K -1,449 -2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$5.38M -$59.6K -667 -1%

HYS Hedge Fund Activity: Q2 2020 in Review

207 of the 4,877 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 2020, worth a combined $680M — up 6.3% from $640M a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of HYS and 32 opened new positions — a net loss of 9 holders — while 82 trimmed existing stakes and 53 added.

The largest buyer was Jane Street, opening a new position worth an estimated $156M. The largest seller was AssetMark Inc, cutting an estimated $62M.

  • 207 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q2 2020, down from 217 in Q1 2020.
  • Funds reported $680M of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q2 2020, up 6.3% quarter-over-quarter.
  • 32 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q2 2020 and 41 closed out, a net change of -9 holders.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q2 2020 was Jane Street, an estimated $156M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q2 2020 was AssetMark Inc, an estimated $62M sold.

Based on aggregated 13F filings for Q2 2020.