PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
229 hedge funds and large institutions have $869M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 85 reducing their positions, and 27 closing their positions.
19% more capital invested
Capital invested by funds: $732M → $869M (+$137M)
7.16% more ownership
Funds ownership: 62.19% → 69.35% (+7.2%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
5% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 85
2% less funds holding
Funds holding: 234 → 229 (-5)
11% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$58.4M |
| 2 |
Morgan Stanley
New York
|
+$56.1M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$17.6M |
| 4 |
Man Group
London,
United Kingdom
|
+$7.77M |
| 5 |
WFA
West Financial Advisors
Des Moines,
Iowa
|
+$5.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$11.4M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.54M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$7.1M |
| 4 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
-$6.44M |
| 5 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
-$3.87M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
251
Authentikos Wealth Advisory
Morgan Hill,
California
| – | -$16.6K | -184 | Closed |
|
|
HL
252
HeadInvest LLC
Portland,
Maine
| – | -$14.2K | -159 | Closed |
|
|
RIA
253
Realta Investment Advisors
Wilmington,
Delaware
| – | -$6.84K | -75 | Closed |
|
254
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$6.32K | -70 | Closed |
|
|
BWS
255
Buck Wealth Strategies
Denver,
Colorado
| – | -$5.15K | -57 | Closed |
|
256
Fidelity Investments
Boston,
Massachusetts
| – | -$4.81K | -53 | Closed |
|
|
MFT
257
Moisand Fitzgerald Tamayo
Orlando,
Florida
| – | -$2.17K | -24 | Closed |
|
|
BWL
258
Bogart Wealth LLC
Mclean,
Virginia
| – | -$542 | -6 | Closed |
|
HYS Hedge Fund Activity: Q4 2023 in Review
229 of the 6,859 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 2023, worth a combined $869M — up 19% from $732M a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of HYS and 24 opened new positions — a net loss of 3 holders — while 85 trimmed existing stakes and 81 added.
The largest buyer was JP Morgan Chase, adding an estimated $58.4M. The largest seller was Win Advisors, exiting entirely with an estimated $11.4M sold.
- 229 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q4 2023, down from 234 in Q3 2023.
- Funds reported $869M of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q4 2023, up 19% quarter-over-quarter.
- 24 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q4 2023 and 27 closed out, a net change of -3 holders.
- The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q4 2023 was JP Morgan Chase, an estimated $58.4M added.
- The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q4 2023 was Win Advisors, an estimated $11.4M sold.
Based on aggregated 13F filings for Q4 2023.