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

239 hedge funds and large institutions have $995M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 75 increasing their positions, 94 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

1.01% more ownership

Funds ownership: 64.04%65.05% (+1%)

9% less funds holding

Funds holding: 263239 (-24)

15% less capital invested

Capital invested by funds: $1.18B → $995M (-$181M)

20% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 94

42% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 45

Holders
239
Holders Change
-24
Holders Change %
-9.13%
% of All Funds
3.77%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
26
Increased
75
Reduced
94
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
251
Old Mission Capital
Illinois
-$1.88M -18,969 Closed
Mariner
252
Mariner
Kansas
-$1.7M -17,149 Closed
CAG
253
Csenge Advisory Group
Florida
-$1.33M -13,377 Closed
BCI
254
Brinker Capital Investments
Pennsylvania
-$1.19M -12,002 Closed
BRWA
255
B. Riley Wealth Advisors
Florida
-$636K -6,408 Closed
FFC
256
Fure Financial Corporation
Minnesota
-$504K -5,092 Closed
VCM
257
Virtue Capital Management
Tennessee
-$428K -4,314 Closed
MFG
258
Menard Financial Group
Texas
-$401K -4,051 Closed
SWM
259
Sugarloaf Wealth Management
Georgia
-$364K -3,762 Closed
PCS
260
Personal CFO Solutions
New Jersey
-$359K -3,625 Closed
CCM
261
Crabel Capital Management
California
-$342K -3,451 Closed
PAS
262
Park Avenue Securities
New York
-$328K -3,306 Closed
CFIA
263
Cantor Fitzgerald Investment Advisors
New York
-$326K -3,287 Closed
DADC
264
D.A. Davidson & Co
Montana
-$323K -3,262 Closed
CWA
265
Centennial Wealth Advisory
Michigan
-$287K -2,897 Closed
OPS
266
Orion Portfolio Solutions
Nebraska
-$267K -2,697 Closed
TSS
267
Two Sigma Securities
New York
-$253K -2,556 Closed
LFAS
268
Level Four Advisory Services
Texas
-$229K -2,314 Closed
SCM
269
SOL Capital Management
Maryland
-$203K -2,048 Closed
RCM
270
Raleigh Capital Management
North Carolina
-$153K -1,540 Closed
WOSD
271
WFA of San Diego
California
-$140K -1,415 Closed
SFPG
272
Stonebridge Financial Planning Group
Florida
-$77K -787 Closed
FHA
273
First Horizon Advisors
Tennessee
-$55K -563 Closed
CWS
274
Confluence Wealth Services
Pennsylvania
-$22K -222 Closed
TAM
275
Tucker Asset Management
Colorado
-$10.3K -104 Closed

HYS Hedge Fund Activity: Q1 2022 in Review

239 of the 6,340 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 2022, worth a combined $995M — down 15% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of HYS and 26 opened new positions — a net loss of 19 holders — while 94 trimmed existing stakes and 75 added.

The largest buyer was Bank of Montreal, adding an estimated $16.7M. The largest seller was Clark Capital Management Group, cutting an estimated $45.1M.

  • 239 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q1 2022, down from 263 in Q4 2021.
  • Funds reported $995M of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q1 2022, down 15% quarter-over-quarter.
  • 26 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q1 2022 and 45 closed out, a net change of -19 holders.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q1 2022 was Bank of Montreal, an estimated $16.7M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q1 2022 was Clark Capital Management Group, an estimated $45.1M sold.

Based on aggregated 13F filings for Q1 2022.