We are live on ! Find out more
HYS icon

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

239 hedge funds and large institutions have $995M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 75 increasing their positions, 94 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

1.01% more ownership

Funds ownership: 64.04%65.05% (+1%)

9% less funds holding

Funds holding: 263239 (-24)

15% less capital invested

Capital invested by funds: $1.18B → $995M (-$181M)

20% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 94

42% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 45

Holders
239
Holders Change
-24
Holders Change %
-9.13%
% of All Funds
3.77%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
26
Increased
75
Reduced
94
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSPAM
51
Cary Street Partners Asset Management
Virginia
$2.32M -$33.9K -351 -1%
NA
52
NewEdge Advisors
Louisiana
$2.24M -$161K -1,666 -7%
TPCW
53
TD Private Client Wealth
New York
$2.17M +$24.7K +256 +1%
PI
54
PFS Investments
Georgia
$2.06M +$160K +1,651 +8%
TCA
55
Transcend Capital Advisors
New Jersey
$2.04M +$14.6K +151 +0.7%
JP Morgan Chase
56
JP Morgan Chase
New York
$2M -$1.42M -14,718 -41%
BCM
57
Barden Capital Management
Texas
$1.99M +$276K +2,857 +16%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$1.96M -$22.7K -235 -1%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$1.96M -$145K -1,505 -7%
SCA
60
Stokes Capital Advisors
South Carolina
$1.94M -$30.7K -318 -2%
Prudential Financial
61
Prudential Financial
New Jersey
$1.92M +$808K +8,362 +72%
National Bank of Canada
62
National Bank of Canada
Quebec, Canada
$1.86M -$4.93K -51 -0.3%
NC
63
NewSquare Capital
Pennsylvania
$1.74M +$101K +1,048 +6%
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$1.67M +$296K +3,066 +22%
LB
65
Leo Brokerage
Texas
$1.66M +$1.67M +17,282 New
RRWA
66
Rainey & Randall Wealth Advisors
Florida
$1.59M +$4.16K +43 +0.3%
EWM
67
Empirical Wealth Management
Washington
$1.53M -$109K -1,129 -7%
KA
68
Kovack Advisors
Florida
$1.5M +$1.14M +11,804 +314%
CAM
69
Crestone Asset Management
Colorado
$1.46M
SI
70
Stephens Inc
Arkansas
$1.44M -$1.4M -14,504 -49%
SCM
71
SevenOneSeven Capital Management
Pennsylvania
$1.37M +$38.7K +400 +3%
SPC
72
Sigma Planning Corp
Michigan
$1.37M +$164K +1,698 +14%
FIM
73
Freedom Investment Management
Connecticut
$1.29M -$222K -2,302 -15%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.27M
CFG
75
CKW Financial Group
Hawaii
$1.21M +$47.8K +495 +4%

HYS Hedge Fund Activity: Q1 2022 in Review

239 of the 6,340 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 2022, worth a combined $995M — down 15% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of HYS and 26 opened new positions — a net loss of 19 holders — while 94 trimmed existing stakes and 75 added.

The largest buyer was Bank of Montreal, adding an estimated $16.7M. The largest seller was Clark Capital Management Group, cutting an estimated $45.1M.

  • 239 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q1 2022, down from 263 in Q4 2021.
  • Funds reported $995M of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q1 2022, down 15% quarter-over-quarter.
  • 26 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q1 2022 and 45 closed out, a net change of -19 holders.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q1 2022 was Bank of Montreal, an estimated $16.7M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q1 2022 was Clark Capital Management Group, an estimated $45.1M sold.

Based on aggregated 13F filings for Q1 2022.