We are live on ! Find out more
HYS icon

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

263 hedge funds and large institutions have $1.18B invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 109 increasing their positions, 62 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 62

70% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 23

4% more funds holding

Funds holding: 252263 (+11)

5.5% less ownership

Funds ownership: 69.54%64.04% (-5.5%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

17% less capital invested

Capital invested by funds: $1.42B → $1.18B (-$242M)

Holders
263
Holders Change
+11
Holders Change %
+4.37%
% of All Funds
4.05%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
39
Increased
109
Reduced
62
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFGF
51
Compass Financial Group (Florida)
Florida
$2.76M +$44.9K +455 +2%
Truist Financial
52
Truist Financial
North Carolina
$2.68M +$158K +1,595 +6%
JFG
53
JMG Financial Group
Illinois
$2.62M +$4.64K +47 +0.2%
NA
54
NewEdge Advisors
Louisiana
$2.48M -$67.9K -688 -3%
MFC
55
Mechanics Financial Corp
Ohio
$2.46M +$2.45M +24,783 New
CSPAM
56
Cary Street Partners Asset Management
Virginia
$2.43M +$2.42M +24,479 New
PGFC
57
Peapack-Gladstone Financial Corp
New Jersey
$2.42M +$49.9K +505 +2%
FTA
58
Financial & Tax Architects
Missouri
$2.37M +$55K +557 +2%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$2.37M
BRWM
60
B. Riley Wealth Management
Tennessee
$2.22M +$224K +2,266 +11%
TPCW
61
TD Private Client Wealth
New York
$2.21M +$535K +5,414 +32%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$2.17M -$60.3K -611 -3%
TCA
63
Transcend Capital Advisors
New Jersey
$2.08M +$56.1K +568 +3%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$2.04M +$137K +1,388 +7%
SCA
65
Stokes Capital Advisors
South Carolina
$2.03M -$11.2K -113 -0.5%
TC
66
Toews Corporation
New Jersey
$1.98M -$1.48M -15,000 -43%
PI
67
PFS Investments
Georgia
$1.96M +$160K +1,620 +9%
National Bank of Canada
68
National Bank of Canada
Quebec, Canada
$1.91M +$1.93M +19,541 New
OMC
69
Old Mission Capital
Illinois
$1.88M +$1.87M +18,969 New
BCM
70
Barden Capital Management
Texas
$1.77M +$1.76M +17,837 New
Mariner
71
Mariner
Kansas
$1.7M +$1.69M +17,149 New
NC
72
NewSquare Capital
Pennsylvania
$1.69M +$558K +5,646 +50%
EWM
73
Empirical Wealth Management
Washington
$1.68M -$10.3K -104 -0.6%
RRWA
74
Rainey & Randall Wealth Advisors
Florida
$1.63M +$4.05K +41 +0.3%
FIM
75
Freedom Investment Management
Connecticut
$1.56M -$29.1K -295 -2%

HYS Hedge Fund Activity: Q4 2021 in Review

263 of the 6,498 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 2021, worth a combined $1.18B — down 17% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new HYS positions and 23 closed out — a net gain of 16 holders — while 109 added to existing stakes and 62 trimmed.

The largest buyer was Credit Suisse, adding an estimated $13.2M. The largest seller was JP Morgan Chase, cutting an estimated $275M.

  • 263 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q4 2021, up from 252 in Q3 2021.
  • Funds reported $1.18B of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q4 2021, down 17% quarter-over-quarter.
  • 39 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q4 2021 and 23 closed out, a net change of +16 holders.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q4 2021 was Credit Suisse, an estimated $13.2M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q4 2021 was JP Morgan Chase, an estimated $275M sold.

Based on aggregated 13F filings for Q4 2021.