We are live on ! Find out more
HYS icon

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

236 hedge funds and large institutions have $763M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 93 increasing their positions, 75 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

24% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 75

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

0% more funds holding

Funds holding: 236 → 236 (0)

4.3% less ownership

Funds ownership: 61.93% → 57.63% (-4.3%)

11% less capital invested

Capital invested by funds: $860M → $763M (-$96.8M)

Holders
236
Holders Change
–
Holders Change %
0%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
28
Increased
93
Reduced
75
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAWAG
Mid-American Wealth Advisory Group
Missouri
+$27.2M
2
LPL Financial
LPL Financial
California
+$6M
3
SAM
Synergy Asset Management
Washington
+$5.03M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.47M
5
Renaissance Technologies
Renaissance Technologies
New York
+$4.29M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$63.3M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$33.1M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$14.4M
4
Morgan Stanley
Morgan Stanley
New York
-$9.82M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$9.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
226
Fidelity Investments
Massachusetts
$2.21K +$567 +6 +33%
LIS
227
Legacy Investment Solutions
Idaho
$2.17K +$2.17K +23 New
LWMI
228
Legacy Wealth Management (Idaho)
Idaho
$2.17K +$2.17K +23 New
AWM
229
Avior Wealth Management
Nebraska
$1.97K -$32.7K -346 -94%
OP
230
ORG Partners
Indiana
$1.97K +$1.99K +21 New
FIM
231
FWL Investment Management
Texas
$1.87K – – –
OWP
232
ORG Wealth Partners
Texas
$1.69K – – –
HCM
233
Hollencrest Capital Management
California
$1.59K – – –
CA
234
CoreCap Advisors
Michigan
$1.41K – – –
RWPA
235
Richard W. Paul & Associates
Michigan
$1.31K – – –
GEA
236
Glen Eagle Advisors
New Jersey
$1.28K – – –
GSWM
237
Golden State Wealth Management
California
$907 +$851 +9 New
DWM
238
Darwin Wealth Management
Florida
$655 – – –
GI
239
Gradient Investments
Minnesota
– -$6.57M -68,748 Closed
IAIM
240
International Assets Investment Management
Florida
– -$542 -51,799 Closed
PWM
241
Perigon Wealth Management
California
– -$3.67M -38,415 Closed
Prudential Financial
242
Prudential Financial
New Jersey
– -$1.3M -13,577 Closed
ZIC
243
ZWJ Investment Counsel
Georgia
– -$898K -9,400 Closed
OMC
244
Old Mission Capital
Illinois
– -$652K -6,829 Closed
Citadel Advisors
245
Citadel Advisors
Florida
– -$597K -6,247 Closed
Jane Street
246
Jane Street
New York
– -$463K -4,846 Closed
Pathstone Holdings
247
Pathstone Holdings
New Jersey
– -$243K -2,540 Closed
FCI
248
Financial Counselors Inc
Kansas
– -$227K -2,380 Closed
TSS
249
Two Sigma Securities
New York
– -$223K -2,335 Closed
Wealth Enhancement Advisory Services
250
Wealth Enhancement Advisory Services
Minnesota
– -$222K -2,324 Closed
7 8 9
10
11

HYS Hedge Fund Activity: Q4 2024 in Review

236 of the 7,592 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 2024, worth a combined $763M — down 11% from $860M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new HYS positions and 23 closed out — a net gain of 5 holders — while 93 added to existing stakes and 75 trimmed.

The largest buyer was Mid-American Wealth Advisory Group, adding an estimated $27.2M. The largest seller was JP Morgan Chase, cutting an estimated $63.3M.

  • 236 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $763M of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q4 2024, down 11% quarter-over-quarter.
  • 28 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q4 2024 and 23 closed out, a net change of +5 holders.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q4 2024 was Mid-American Wealth Advisory Group, an estimated $27.2M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q4 2024 was JP Morgan Chase, an estimated $63.3M sold.

Based on aggregated 13F filings for Q4 2024.