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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
JP Morgan Chase
1
JP Morgan Chase
New York
$350M +$341M +3,551,862 +25,514%
Bank of America
2
Bank of America
North Carolina
$174M +$148M +1,538,600 +660%
RBA
3
Richard Bernstein Advisors
New York
$117M +$115M +1,196,119 New
AssetMark Inc
4
AssetMark Inc
California
$80.5M -$1.5M -15,564 -2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$65.1M +$5.92M +61,615 +10%
CCMG
6
Clark Capital Management Group
Pennsylvania
$43.7M +$1.27M +13,247 +3%
Ameriprise
7
Ameriprise
Minnesota
$42.3M +$39.5M +410,706 +2,093%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$34.6M +$1.26M +13,088 +4%
CS
9
Credit Suisse
Switzerland
$33.3M +$24.6M +255,729 +306%
Wells Fargo
10
Wells Fargo
California
$29M -$27.7M -288,566 -49%
Qube Research & Technologies (QRT)
11
Qube Research & Technologies (QRT)
United Kingdom
$28.1M +$27.5M +285,792 New
Morgan Stanley
12
Morgan Stanley
New York
$22M +$424K +4,416 +2%
Osaic Holdings
13
Osaic Holdings
Arizona
$20.2M +$1.04M +10,814 +6%
TC
14
Toews Corporation
New Jersey
$19.8M +$19.4M +201,900 New
Jane Street
15
Jane Street
New York
$18.8M -$55.3M -575,821 -75%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$17.8M +$3.89M +40,505 +29%
UBS Group
17
UBS Group
Switzerland
$14.7M -$692K -7,205 -5%
State of Tennessee, Department of Treasury
18
State of Tennessee, Department of Treasury
Tennessee
$11.1M +$10.4M +108,600 +2,649%
LPL Financial
19
LPL Financial
California
$10.6M +$3.48M +36,197 +51%
CCM
20
Condor Capital Management
New Jersey
$9.83M +$464K +4,829 +5%
Barclays
21
Barclays
United Kingdom
$9.49M +$9.28M +96,600 New
Renaissance Technologies
22
Renaissance Technologies
New York
$9.37M +$9.16M +95,400 New
AP
23
Advisors Preferred
Maryland
$8.57M +$8.42M +87,607 New
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$8.28M
B
25
Bellecapital
Switzerland
$6.81M +$2.43M +25,337 +58%

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.