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

234 hedge funds and large institutions have $732M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 95 increasing their positions, 74 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

28% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 74

11% more capital invested

Capital invested by funds: $659M → $732M (+$73M)

3% more funds holding

Funds holding: 227234 (+7)

2.76% more ownership

Funds ownership: 59.43%62.19% (+2.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $78K

Holders
234
Holders Change
+7
Holders Change %
+3.08%
% of All Funds
3.71%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
30
Increased
95
Reduced
74
Closed
19
Calls
Puts
$78K
Net Calls
-$78K
Net Calls Change
-$78K
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
226
Elevation Wealth Partners
California
$4.88K
Fidelity Investments
227
Fidelity Investments
Massachusetts
$4.81K +$4K +44 +489%
SPIA
228
Steward Partners Investment Advisory
New York
$3.88K -$3.18K -35 -45%
SS
229
Sunbelt Securities
Texas
$3.68K +$91 +1 +3%
APC
230
Aspire Private Capital
North Carolina
$2.62K
MFT
231
Moisand Fitzgerald Tamayo
Florida
$2.17K +$2.18K +24 New
HGERS
232
Householder Group Estate & Retirement Specialist
Arizona
$2.08K +$2.09K +23 New
AF
233
Advisornet Financial
Minnesota
$1.81K -$3.18K -35 -64%
FIM
234
FWL Investment Management
Texas
$1.81K +$1.82K +20 New
HCM
235
Hollencrest Capital Management
California
$1.53K -$1.73K -19 -53%
RWPA
236
Richard W. Paul & Associates
Michigan
$1.26K
BWL
237
Bogart Wealth LLC
Virginia
$542 +$545 +6 New
Capstone Investment Advisors
238
Capstone Investment Advisors
New York
-$4.21M -46,200 Closed
LAM
239
LifePro Asset Management
California
-$2.4M -26,282 Closed
PWS
240
Precision Wealth Strategies
Missouri
-$1.7M -18,640 Closed
CCM
241
Crabel Capital Management
California
-$736K -8,070 Closed
CWM
242
Congress Wealth Management
Massachusetts
-$663K -7,272 Closed
SW
243
Signify Wealth
Missouri
-$493K -5,401 Closed
Citigroup
244
Citigroup
New York
-$447K -4,900 Closed
CA
245
CoreCap Advisors
Michigan
-$269K -2,951 Closed
CF
246
Clarity Financial
Texas
-$215K -2,357 Closed
SYBT
247
Stock Yards Bank & Trust
Kentucky
-$215K -2,357 Closed
Koshinski Asset Management
248
Koshinski Asset Management
Illinois
-$214K -2,348 Closed
BRWA
249
B. Riley Wealth Advisors
Florida
-$211K -2,310 Closed
SCA
250
Stokes Capital Advisors
South Carolina
-$208K -2,277 Closed

HYS Hedge Fund Activity: Q3 2023 in Review

234 of the 6,301 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 2023, worth a combined $732M — up 11% from $659M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new HYS positions and 19 closed out — a net gain of 11 holders — while 95 added to existing stakes and 74 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $14.2M. The largest seller was Ocean Park Asset Management, cutting an estimated $12.1M.

  • 234 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q3 2023, up from 227 in Q2 2023.
  • Funds reported $732M of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q3 2023, up 11% quarter-over-quarter.
  • 30 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q3 2023 and 19 closed out, a net change of +11 holders.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q3 2023 was Osaic Holdings, an estimated $14.2M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q3 2023 was Ocean Park Asset Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q3 2023.