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

225 hedge funds and large institutions have $902M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 85 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: 34 (+1)

1.96% more ownership

Funds ownership: 69.35%71.31% (+2%)

4% more capital invested

Capital invested by funds: $869M → $902M (+$33M)

0% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 23

6% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 85

2% less funds holding

Funds holding: 229225 (-4)

Holders
225
Holders Change
-4
Holders Change %
-1.75%
% of All Funds
3.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
80
Reduced
85
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAG
51
GM Advisory Group
New York
$2.93M +$570K +6,115 +24%
CT
52
Coastline Trust
Rhode Island
$2.88M +$559 +6 +0%
GAA
53
Global Assets Advisory
Florida
$2.85M +$24.6M +263,696 New
CFGF
54
Compass Financial Group (Florida)
Florida
$2.63M -$745 -8 -0%
FTA
55
Financial & Tax Architects
Missouri
$2.61M +$199K +2,139 +8%
NRI
56
NFP Retirement Inc
California
$2.59M +$40.6K +436 +2%
AIM
57
Aspen Investment Management
Michigan
$2.57M -$5.22K -56 -0.2%
MIA
58
MainStreet Investment Advisors
Illinois
$2.56M -$58.2K -625 -2%
B
59
Bellecapital
Switzerland
$2.54M -$358K -3,843 -12%
SFG
60
Seamount Financial Group
Colorado
$2.51M +$45.3K +486 +2%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$2.35M +$869K +9,332 +59%
HighTower Advisors
62
HighTower Advisors
Illinois
$2.32M +$365K +3,923 +19%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$2.32M +$420K +4,513 +22%
VA
64
Valmark Advisers
Ohio
$2.21M -$15.6K -167 -0.7%
HW
65
Hamilton Wealth
California
$2.19M +$2.18M +23,423 New
JFG
66
Jefferies Financial Group
New York
$2.14M -$105K -1,125 -5%
Prudential Financial
67
Prudential Financial
New Jersey
$1.92M +$240K +2,575 +14%
PGFC
68
Peapack-Gladstone Financial Corp
New Jersey
$1.87M
GM
69
GeoWealth Management
Illinois
$1.85M +$355K +3,813 +24%
CFG
70
CKW Financial Group
Hawaii
$1.76M -$7.26K -78 -0.4%
ASN
71
Advisory Services Network
Georgia
$1.74M +$9.59K +103 +0.6%
EWM
72
Empirical Wealth Management
Washington
$1.71M -$132K -1,422 -7%
FF
73
Friedenthal Financial
New Jersey
$1.7M +$39.2K +421 +2%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$1.7M -$418K -4,493 -20%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$1.61M +$1.35M +14,446 +512%

HYS Hedge Fund Activity: Q1 2024 in Review

225 of the 6,942 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 2024, worth a combined $902M — up 3.8% from $869M a quarter earlier.

Fund positioning in HYS was balanced in Q1 2024: 23 funds opened new positions, 23 closed out, 80 added to existing stakes and 85 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $59.1M. The largest seller was Morgan Stanley, cutting an estimated $55.2M.

  • 225 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q1 2024, down from 229 in Q4 2023.
  • Funds reported $902M of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q1 2024, up 3.8% quarter-over-quarter.
  • 23 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q1 2024 and 23 closed out, a net change of 0 holders.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q1 2024 was JP Morgan Chase, an estimated $59.1M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q1 2024 was Morgan Stanley, an estimated $55.2M sold.

Based on aggregated 13F filings for Q1 2024.