PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
228 hedge funds and large institutions have $831M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 68 increasing their positions, 80 reducing their positions, and 28 closing their positions.
57% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 28
18% more capital invested
Capital invested by funds: $702M → $831M (+$129M)
6% more funds holding
Funds holding: 215 → 228 (+13)
2.4% more ownership
Funds ownership: 57.69% → 60.1% (+2.4%)
15% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 80
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Top Buyers
| 1 |
AssetMark Inc
Concord,
California
|
+$60.5M |
| 2 |
JP Morgan Chase
New York
|
+$49.3M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$16.2M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$15.6M |
| 5 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$9.9M |
Top Sellers
| 1 |
Jane Street
New York
|
-$74M |
| 2 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
-$23.5M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$11.9M |
| 4 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$6.08M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JWA
251
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | -$10K | -118 | Closed |
|
|
RBA
252
Richard Bernstein Advisors
New York
| – | -$6K | -72 | Closed |
|
|
AFS
253
Annapolis Financial Services
Annapolis,
Maryland
| – | -$3K | -38 | Closed |
|
|
ME
254
McIlrath & Eck
Arlington,
Washington
| – | -$3K | -30 | Closed |
|
|
CWA
255
Clearview Wealth Advisors
Salem,
Oregon
| – | -$3K | -29 | Closed |
|
|
EWM
256
EPG Wealth Management
Atlanta,
Georgia
| – | -$2K | -19 | Closed |
|
257
Franklin Resources
San Mateo,
California
| – | -$1K | -15 | Closed |
|
|
CIAS
258
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$1K | -6 | Closed |
|
HYS Hedge Fund Activity: Q4 2022 in Review
228 of the 6,221 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 2022, worth a combined $831M — up 18% from $702M a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new HYS positions and 28 closed out — a net gain of 16 holders — while 68 added to existing stakes and 80 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $60.5M. The largest seller was Jane Street, cutting an estimated $74M.
- 228 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q4 2022, up from 215 in Q3 2022.
- Funds reported $831M of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q4 2022, up 18% quarter-over-quarter.
- 44 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q4 2022 and 28 closed out, a net change of +16 holders.
- The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q4 2022 was AssetMark Inc, an estimated $60.5M added.
- The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q4 2022 was Jane Street, an estimated $74M sold.
Based on aggregated 13F filings for Q4 2022.