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

234 hedge funds and large institutions have $732M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 95 increasing their positions, 74 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

28% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 74

11% more capital invested

Capital invested by funds: $659M → $732M (+$73M)

3% more funds holding

Funds holding: 227234 (+7)

2.76% more ownership

Funds ownership: 59.43%62.19% (+2.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $78K

Holders
234
Holders Change
+7
Holders Change %
+3.08%
% of All Funds
3.71%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
30
Increased
95
Reduced
74
Closed
19
Calls
Puts
$78K
Net Calls
-$78K
Net Calls Change
-$78K
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$6.64M -$96.6K -1,064 -1%
OPAM
27
Ocean Park Asset Management
California
$6.44M -$12.1M -132,800 -65%
EWA
28
Exencial Wealth Advisors
Oklahoma
$6.34M -$364K -4,011 -5%
FF
29
Financial Futures
New Jersey
$5.58M +$2.47M +27,180 +79%
AWS
30
Atria Wealth Solutions
New York
$5.57M +$267K +2,935 +5%
B
31
Bellecapital
Switzerland
$5.37M -$46.1K -508 -0.8%
AIA
32
Alternative Investment Advisors
Florida
$4.98M +$5.01M +55,190 New
RJA
33
Raymond James & Associates
Florida
$4.8M -$142K -1,559 -3%
TPCW
34
TD Private Client Wealth
New York
$4.73M +$2.38M +26,159 +100%
SRC
35
Sage Rhino Capital
California
$4.39M +$109K +1,204 +3%
Stifel Financial
36
Stifel Financial
Missouri
$4.37M +$346K +3,810 +9%
Truist Financial
37
Truist Financial
North Carolina
$4.34M -$47.4K -522 -1%
RL
38
Rogco LP
Oklahoma
$4.21M +$4.23M +46,624 New
RSWM
39
Robertson Stephens Wealth Management
California
$3.87M +$308K +3,386 +9%
MFG
40
Merit Financial Group
Georgia
$3.82M -$927K -10,205 -19%
Mariner
41
Mariner
Kansas
$3.75M +$135K +1,483 +4%
AI
42
Atria Investments
North Carolina
$3.73M -$690K -7,600 -16%
Renaissance Technologies
43
Renaissance Technologies
New York
$3.64M +$1.25M +13,800 +52%
MWM
44
MinichMacGregor Wealth Management
New York
$3.42M +$197K +2,164 +6%
BIA
45
BHK Investment Advisors
Alabama
$3.17M -$852K -9,381 -21%
JP Morgan Chase
46
JP Morgan Chase
New York
$2.84M +$2.85M +31,426 New
CT
47
Coastline Trust
Rhode Island
$2.78M
JFG
48
Jefferies Financial Group
New York
$2.75M +$275K +3,024 +11%
US Bancorp
49
US Bancorp
Minnesota
$2.72M +$2.39M +26,344 +706%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$2.65M +$1.27M +13,977 +91%

HYS Hedge Fund Activity: Q3 2023 in Review

234 of the 6,301 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 Q3 2023, worth a combined $732M — up 11% from $659M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new HYS positions and 19 closed out — a net gain of 11 holders — while 95 added to existing stakes and 74 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $14.2M. The largest seller was Ocean Park Asset Management, cutting an estimated $12.1M.

  • 234 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q3 2023, up from 227 in Q2 2023.
  • Funds reported $732M of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q3 2023, up 11% quarter-over-quarter.
  • 30 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q3 2023 and 19 closed out, a net change of +11 holders.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q3 2023 was Osaic Holdings, an estimated $14.2M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q3 2023 was Ocean Park Asset Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q3 2023.