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

236 hedge funds and large institutions have $763M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 93 increasing their positions, 75 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: 3 → 4 (+1)

24% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 75

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

0% more funds holding

Funds holding: 236 → 236 (0)

4.3% less ownership

Funds ownership: 61.93% → 57.63% (-4.3%)

11% less capital invested

Capital invested by funds: $860M → $763M (-$96.8M)

Holders
236
Holders Change
–
Holders Change %
0%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
28
Increased
93
Reduced
75
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAWAG
Mid-American Wealth Advisory Group
Missouri
+$27.2M
2
LPL Financial
LPL Financial
California
+$6M
3
SAM
Synergy Asset Management
Washington
+$5.03M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.47M
5
Renaissance Technologies
Renaissance Technologies
New York
+$4.29M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$63.3M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$33.1M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$14.4M
4
Morgan Stanley
Morgan Stanley
New York
-$9.82M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$9.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
26
Advisors Preferred
Maryland
$8.77M +$851K +9,004 +11%
OCM
27
One Capital Management
California
$8.45M +$3.1M +32,780 +57%
Man Group
28
Man Group
United Kingdom
$8.16M -$1.95M -20,595 -19%
Ameriprise
29
Ameriprise
Minnesota
$7.66M -$410K -4,332 -5%
EWA
30
Exencial Wealth Advisors
Oklahoma
$7.59M +$348K +3,681 +5%
Allianz Asset Management
31
Allianz Asset Management
Germany
$6.85M -$33.1M -350,483 -83%
GLLW
32
Graves Light Lenhart Wealth
Virginia
$6.74M -$822K -8,697 -11%
AWS
33
Atria Wealth Solutions
New York
$6.04M +$830K +8,776 +16%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$5.55M -$130K -1,376 -2%
SAM
35
Synergy Asset Management
Washington
$5M +$5.03M +53,237 New
Raymond James Financial
36
Raymond James Financial
Florida
$4.57M +$4.61M +48,807 New
Stifel Financial
37
Stifel Financial
Missouri
$4.4M +$16.5K +174 +0.4%
HNB
38
Huntington National Bank
Ohio
$3.94M – – –
TI
39
Tidal Investments
Wisconsin
$3.88M +$3.92M +41,455 New
MFG
40
Merit Financial Group
Georgia
$3.65M -$216K -2,280 -6%
CW
41
CreativeOne Wealth
Kansas
$3.56M +$646K +6,827 +22%
TVAMP
42
Tennessee Valley Asset Management Partners
Tennessee
$3.53M -$147K -1,559 -4%
Truist Financial
43
Truist Financial
North Carolina
$3.38M -$745K -7,881 -18%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$3.37M +$3.4M +36,000 New
AIA
45
Alternative Investment Advisors
Florida
$3.35M -$412K -4,353 -11%
BIA
46
BHK Investment Advisors
Alabama
$3.31M +$66.2K +700 +2%
GJIA
47
Glass Jacobson Investment Advisors
Maryland
$3.3M +$91.7K +970 +3%
FTA
48
Financial & Tax Architects
Missouri
$3.28M +$228K +2,410 +7%
NRI
49
NFP Retirement Inc
California
$3.18M +$173K +1,826 +6%
SFG
50
Seamount Financial Group
Colorado
$3.05M +$165K +1,744 +6%
1
2
3 4 5

HYS Hedge Fund Activity: Q4 2024 in Review

236 of the 7,592 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 2024, worth a combined $763M — down 11% from $860M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new HYS positions and 23 closed out — a net gain of 5 holders — while 93 added to existing stakes and 75 trimmed.

The largest buyer was Mid-American Wealth Advisory Group, adding an estimated $27.2M. The largest seller was JP Morgan Chase, cutting an estimated $63.3M.

  • 236 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $763M of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q4 2024, down 11% quarter-over-quarter.
  • 28 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q4 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 Q4 2024 was Mid-American Wealth Advisory Group, an estimated $27.2M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q4 2024 was JP Morgan Chase, an estimated $63.3M sold.

Based on aggregated 13F filings for Q4 2024.