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

221 hedge funds and large institutions have $841M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 72 increasing their positions, 75 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

6.71% more ownership

Funds ownership: 60.1% → 66.81% (+6.7%)

3% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 34

1% more capital invested

Capital invested by funds: $831M → $841M (+$9.99M)

4% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 75

3% less funds holding

Funds holding: 228 → 221 (-7)

Holders
221
Holders Change
-7
Holders Change %
-3.07%
% of All Funds
3.52%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
35
Increased
72
Reduced
75
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$27.6M
2
GI
Gradient Investments
Minnesota
+$12.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.27M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$6.61M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$6.35M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$49.9M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$18.5M
3
MWM
MinichMacGregor Wealth Management
New York
-$11.1M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$9.63M
5
Morgan Stanley
Morgan Stanley
New York
-$4.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
51
Aspen Investment Management
Michigan
$2.25M +$53.4K +589 +2%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$2.19M -$811K -8,944 -27%
PGFC
53
Peapack-Gladstone Financial Corp
New Jersey
$2.16M -$27.2K -300 -1%
CAM
54
Crestone Asset Management
Colorado
$2.12M -$117K -1,289 -5%
VWA
55
Visionary Wealth Advisors
Illinois
$2.06M +$179K +1,978 +10%
VA
56
Valmark Advisers
Ohio
$2.06M +$25.3K +279 +1%
CIBC Private Wealth Group
57
CIBC Private Wealth Group
Georgia
$2.05M +$106K +1,169 +8%
TPCW
58
TD Private Client Wealth
New York
$2.04M +$115K +1,268 +6%
Prudential Financial
59
Prudential Financial
New Jersey
$2.01M +$109K +1,205 +6%
JFG
60
JMG Financial Group
Illinois
$1.98M -$417K -4,606 -18%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$1.98M +$255K +2,819 +15%
HI
62
Harbour Investments
Wisconsin
$1.8M +$340K +3,753 +24%
EWM
63
Empirical Wealth Management
Washington
$1.63M -$85.2K -940 -5%
FF
64
Friedenthal Financial
New Jersey
$1.61M +$118K +1,307 +8%
NRI
65
NFP Retirement Inc
California
$1.51M +$125K +1,375 +9%
CA
66
Cetera Advisors
Colorado
$1.49M +$479K +5,288 +48%
BCM
67
Barden Capital Management
Texas
$1.46M -$719K -7,934 -33%
JFG
68
Jefferies Financial Group
New York
$1.38M -$6.89K -76 -0.5%
IA
69
IFG Advisory
Georgia
$1.3M +$11.6K +128 +0.9%
ASN
70
Advisory Services Network
Georgia
$1.23M +$904K +9,976 +282%
KWM
71
Kingsview Wealth Management
Oregon
$1.23M -$103K -1,138 -8%
SI
72
Stephens Inc
Arkansas
$1.2M – – –
MML Investors Services
73
MML Investors Services
Massachusetts
$1.18M -$74.3K -820 -6%
NC
74
NewSquare Capital
Pennsylvania
$1.18M -$3.9K -43 -0.3%
CW
75
CreativeOne Wealth
Kansas
$1.17M +$152K +1,675 +15%
1 2
3
4 5

HYS Hedge Fund Activity: Q1 2023 in Review

221 of the 6,275 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 2023, worth a combined $841M — up 1.2% from $831M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new HYS positions and 34 closed out — a net gain of 1 holder — while 72 added to existing stakes and 75 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $27.6M. The largest seller was AssetMark Inc, cutting an estimated $49.9M.

  • 221 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q1 2023, down from 228 in Q4 2022.
  • Funds reported $841M of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q1 2023, up 1.2% quarter-over-quarter.
  • 35 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q1 2023 and 34 closed out, a net change of +1 holder.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q1 2023 was Bank of Montreal, an estimated $27.6M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q1 2023 was AssetMark Inc, an estimated $49.9M sold.

Based on aggregated 13F filings for Q1 2023.