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

225 hedge funds and large institutions have $902M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

1.96% more ownership

Funds ownership: 69.35%71.31% (+2%)

4% more capital invested

Capital invested by funds: $869M → $902M (+$33M)

0% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 23

6% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 85

2% less funds holding

Funds holding: 229225 (-4)

Holders
225
Holders Change
-4
Holders Change %
-1.75%
% of All Funds
3.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
80
Reduced
85
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CMAI
26
Capital Management Associates Inc
Minnesota
$8.18M +$2.19M +23,466 +37%
SA
27
Strategic Advocates
Utah
$7.76M +$7.08M +76,017 +1,081%
FF
28
Financial Futures
New Jersey
$7.48M +$1.67M +17,895 +29%
EWA
29
Exencial Wealth Advisors
Oklahoma
$6.99M +$147K +1,579 +2%
TI
30
Tidal Investments
Wisconsin
$6.6M +$6.56M +70,476 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$6.15M -$1.82M -19,563 -23%
WFA
32
West Financial Advisors
Iowa
$6.15M +$121K +1,303 +2%
CAN
33
Cetera Advisor Networks
California
$6.14M -$988K -10,603 -14%
Barclays
34
Barclays
United Kingdom
$6.04M +$1.41M +15,100 +31%
Renaissance Technologies
35
Renaissance Technologies
New York
$5.8M +$1.52M +16,340 +36%
AWS
36
Atria Wealth Solutions
New York
$5.47M -$439K -4,718 -7%
MWM
37
MinichMacGregor Wealth Management
New York
$5.17M +$1.19M +12,790 +30%
SRC
38
Sage Rhino Capital
California
$4.68M +$182K +1,956 +4%
Truist Financial
39
Truist Financial
North Carolina
$4.22M -$106K -1,138 -2%
Stifel Financial
40
Stifel Financial
Missouri
$4.16M -$105K -1,126 -2%
RJA
41
Raymond James & Associates
Florida
$4.13M -$780K -8,371 -16%
AI
42
Atria Investments
North Carolina
$4.12M +$248K +2,658 +6%
Mariner
43
Mariner
Kansas
$4.05M +$76.4K +820 +2%
AIA
44
Alternative Investment Advisors
Florida
$3.91M -$89.1K -957 -2%
CW
45
CreativeOne Wealth
Kansas
$3.55M +$1.36M +14,580 +62%
MFG
46
Merit Financial Group
Georgia
$3.47M +$2.82M +30,309 +429%
BIA
47
BHK Investment Advisors
Alabama
$3.37M +$1.76M +18,950 +111%
HNB
48
Huntington National Bank
Ohio
$3.34M
CA
49
Cetera Advisors
Colorado
$3.25M +$1.83M +19,627 +129%
GJIA
50
Glass Jacobson Investment Advisors
Maryland
$3.02M +$137K +1,466 +5%

HYS Hedge Fund Activity: Q1 2024 in Review

225 of the 6,942 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 2024, worth a combined $902M — up 3.8% from $869M a quarter earlier.

Fund positioning in HYS was balanced in Q1 2024: 23 funds opened new positions, 23 closed out, 80 added to existing stakes and 85 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $59.1M. The largest seller was Morgan Stanley, cutting an estimated $55.2M.

  • 225 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q1 2024, down from 229 in Q4 2023.
  • Funds reported $902M of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q1 2024, up 3.8% quarter-over-quarter.
  • 23 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q1 2024 and 23 closed out, a net change of 0 holders.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q1 2024 was JP Morgan Chase, an estimated $59.1M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q1 2024 was Morgan Stanley, an estimated $55.2M sold.

Based on aggregated 13F filings for Q1 2024.