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

226 hedge funds and large institutions have $767M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 75 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

0% more funds holding

Funds holding: 225 → 226 (+1)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

8.65% less ownership

Funds ownership: 71.31% → 62.66% (-8.6%)

12% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 85

15% less capital invested

Capital invested by funds: $902M → $767M (-$134M)

Holders
226
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.26%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
28
Increased
75
Reduced
85
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$22M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$16.2M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$15M
4
AWA
Authentikos Wealth Advisory
California
+$4.5M
5
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
+$3.45M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$118M
2
GI
Gradient Investments
Minnesota
-$23.6M
3
LAS
Lloyd Advisory Services
Georgia
-$20.4M
4
UBS Group
UBS Group
Switzerland
-$7.22M
5
Bank of America
Bank of America
North Carolina
-$7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
26
Strategic Advocates
Utah
$8.1M +$402K +4,346 +5%
Ameriprise
27
Ameriprise
Minnesota
$8.08M -$2.72M -29,364 -25%
Renaissance Technologies
28
Renaissance Technologies
New York
$7.56M +$1.8M +19,441 +31%
EWA
29
Exencial Wealth Advisors
Oklahoma
$7M +$71.4K +772 +1%
WFA
30
West Financial Advisors
Iowa
$6.42M +$321K +3,475 +5%
TI
31
Tidal Investments
Wisconsin
$6.42M -$111K -1,205 -2%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$6.05M -$53.6K -580 -0.9%
GI
33
Gradient Investments
Minnesota
$5.95M -$23.6M -255,037 -80%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$5.7M +$3.39M +36,678 +148%
AWS
35
Atria Wealth Solutions
New York
$5.16M -$256K -2,766 -5%
SRC
36
Sage Rhino Capital
California
$4.71M +$66.8K +722 +1%
Stifel Financial
37
Stifel Financial
Missouri
$4.58M +$454K +4,909 +11%
AI
38
Atria Investments
North Carolina
$4.21M +$123K +1,331 +3%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$4.18M +$2.5M +26,997 +149%
Truist Financial
40
Truist Financial
North Carolina
$4.09M -$94.5K -1,022 -2%
Mariner
41
Mariner
Kansas
$4.08M +$64K +692 +2%
RJA
42
Raymond James & Associates
Florida
$4.08M -$9.9K -107 -0.2%
AIA
43
Alternative Investment Advisors
Florida
$3.96M +$43.5K +470 +1%
AWA
44
Authentikos Wealth Advisory
California
$3.89M +$4.5M +48,704 New
HNB
45
Huntington National Bank
Ohio
$3.75M – – –
TVAMP
46
Tennessee Valley Asset Management Partners
Tennessee
$3.46M +$3.45M +37,355 New
MFG
47
Merit Financial Group
Georgia
$3.41M -$52.5K -568 -2%
Barclays
48
Barclays
United Kingdom
$3.33M -$2.65M -28,700 -44%
BIA
49
BHK Investment Advisors
Alabama
$3.29M -$46.2K -500 -1%
GJIA
50
Glass Jacobson Investment Advisors
Maryland
$3.17M +$179K +1,936 +6%
1
2
3 4 5

HYS Hedge Fund Activity: Q2 2024 in Review

226 of the 6,924 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 Q2 2024, worth a combined $767M — down 15% from $902M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new HYS positions and 23 closed out — a net gain of 5 holders — while 75 added to existing stakes and 85 trimmed.

The largest buyer was Jane Street, adding an estimated $22M. The largest seller was JP Morgan Chase, cutting an estimated $118M.

  • 226 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q2 2024, up from 225 in Q1 2024.
  • Funds reported $767M of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q2 2024, down 15% quarter-over-quarter.
  • 28 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q2 2024 and 23 closed out, a net change of +5 holders.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q2 2024 was Jane Street, an estimated $22M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q2 2024 was JP Morgan Chase, an estimated $118M sold.

Based on aggregated 13F filings for Q2 2024.