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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
CT
51
Coastline Trust
Rhode Island
$2.89M – – –
CFGF
52
Compass Financial Group (Florida)
Florida
$2.57M -$98.8K -1,045 -4%
GAG
53
GM Advisory Group
New York
$2.55M -$191K -2,022 -7%
AIM
54
Aspen Investment Management
Michigan
$2.52M +$42.8K +453 +2%
VA
55
Valmark Advisers
Ohio
$2.49M +$87.4K +924 +4%
NA
56
NewEdge Advisors
Louisiana
$2.47M +$1.24M +13,084 +98%
AI
57
Atria Investments
North Carolina
$2.31M -$1.99M -21,096 -46%
Mariner
58
Mariner
Kansas
$2.27M -$1.96M -20,752 -46%
JFG
59
Jefferies Financial Group
New York
$2.09M +$13K +137 +0.6%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$2.09M +$454K +4,804 +28%
MML Investors Services
61
MML Investors Services
Massachusetts
$1.99M +$43.1K +456 +2%
CIA
62
Concurrent Investment Advisors
Florida
$1.89M +$130K +1,372 +7%
FF
63
Friedenthal Financial
New Jersey
$1.86M +$38.1K +403 +2%
CFG
64
CKW Financial Group
Hawaii
$1.82M -$39K -412 -2%
FF
65
Financial Futures
New Jersey
$1.82M -$4.17M -44,071 -69%
HighTower Advisors
66
HighTower Advisors
Illinois
$1.78M +$50.1K +530 +3%
V
67
ViaWealth
Kansas
$1.77M +$312K +3,300 +21%
SRC
68
Sage Rhino Capital
California
$1.77M -$3.04M -32,150 -63%
ASN
69
Advisory Services Network
Georgia
$1.76M +$40.8K +432 +2%
EWM
70
Empirical Wealth Management
Washington
$1.73M +$74.5K +788 +4%
B
71
Bellecapital
Switzerland
$1.62M – – –
PGFC
72
Peapack-Gladstone Financial Corp
New Jersey
$1.62M – – –
SPF
73
South Plains Financial
Texas
$1.61M +$1.62M +17,160 New
NC
74
NewSquare Capital
Pennsylvania
$1.57M +$40.8K +431 +3%
AWC
75
Adamsbrown Wealth Consultants
Kansas
$1.52M +$215K +2,269 +16%
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.