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

230 hedge funds and large institutions have $874M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 89 increasing their positions, 69 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 69

15% more capital invested

Capital invested by funds: $763M → $874M (+$111M)

1.14% more ownership

Funds ownership: 57.63%58.76% (+1.1%)

7% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 28

3% less funds holding

Funds holding: 236230 (-6)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
230
Holders Change
-6
Holders Change %
-2.54%
% of All Funds
3.08%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
26
Increased
89
Reduced
69
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWP
226
ORG Wealth Partners
Texas
$1.68K
HCM
227
Hollencrest Capital Management
California
$1.59K
CA
228
CoreCap Advisors
Michigan
$1.41K
RWPA
229
Richard W. Paul & Associates
Michigan
$1.31K
GEA
230
Glen Eagle Advisors
New Jersey
$1.28K
TFA
231
Transamerica Financial Advisors
Florida
$1K +$94 +1 New
DWM
232
Darwin Wealth Management
Florida
$655
Bank of Nova Scotia
233
Bank of Nova Scotia
Ontario, Canada
-$9.1M -96,973 Closed
AP
234
Advisors Preferred
Maryland
-$8.77M -93,444 Closed
SAM
235
Synergy Asset Management
Washington
-$5M -53,237 Closed
TI
236
Tidal Investments
Wisconsin
-$3.88M -41,455 Closed
GAG
237
GM Advisory Group
New York
-$2.55M -27,202 Closed
Barclays
238
Barclays
United Kingdom
-$1.22M -13,000 Closed
HW
239
Hamilton Wealth
California
-$897K -9,571 Closed
NCFG
240
New Century Financial Group
New Jersey
-$611K -6,481 Closed
Manulife (Manufacturers Life Insurance)
241
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$498K -5,314 Closed
GSC
242
Ground Swell Capital
South Carolina
-$461K -4,922 Closed
LCGC
243
Legacy Capital Group California
California
-$451K -4,815 Closed
ACP
244
Aveo Capital Partners
Colorado
-$312K -3,327 Closed
IAA
245
Independent Advisor Alliance
North Carolina
-$270K -2,878 Closed
FIA
246
Foundations Investment Advisors
Arizona
-$265K -2,830 Closed
CP
247
Castleview Partners
Texas
-$244K -2,595 Closed
NA
248
Navellier & Associates
Nevada
-$206K -2,203 Closed
DIP
249
DT Investment Partners
Pennsylvania
-$104K -1,115 Closed
CAS
250
Coppell Advisory Solutions
Texas
-$81.1K -861 Closed

HYS Hedge Fund Activity: Q1 2025 in Review

230 of the 7,459 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 Q1 2025, worth a combined $874M — up 15% from $763M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of HYS and 26 opened new positions — a net loss of 2 holders — while 69 trimmed existing stakes and 89 added.

The largest buyer was Allianz Asset Management, adding an estimated $65.3M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $9.1M sold.

  • 230 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q1 2025, down from 236 in Q4 2024.
  • Funds reported $874M of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q1 2025, up 15% quarter-over-quarter.
  • 26 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q1 2025 and 28 closed out, a net change of -2 holders.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q1 2025 was Allianz Asset Management, an estimated $65.3M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q1 2025 was Bank of Nova Scotia, an estimated $9.1M sold.

Based on aggregated 13F filings for Q1 2025.