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

215 hedge funds and large institutions have $702M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 71 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $682M → $702M (+$20.2M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 26

3% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 71

1% less funds holding

Funds holding: 218215 (-3)

1.84% less ownership

Funds ownership: 59.53%57.69% (-1.8%)

Holders
215
Holders Change
-3
Holders Change %
-1.38%
% of All Funds
3.7%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
26
Increased
69
Reduced
71
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFG Advisory
Georgia
$1.02M -$198K -2,185 -16%
CW
77
CreativeOne Wealth
Kansas
$1.01M -$125K -1,381 -11%
KWM
78
Kingsview Wealth Management
Oregon
$999K -$96.3K -1,064 -9%
BFG
79
Beacon Financial Group
Texas
$992K -$120K -1,325 -12%
FIB
80
First Interstate Bank
Montana
$990K +$7.88K +87 +0.8%
MIA
81
MainStreet Investment Advisors
Illinois
$932K
AIMU
82
Allianz Investment Management US
Minnesota
$871K
SW
83
Signify Wealth
Missouri
$826K -$53.8K -594 -6%
PB
84
Pinnacle Bancorp
Nebraska
$808K -$4.53K -50 -0.5%
HI
85
Harbour Investments
Wisconsin
$777K
CFG
86
CKW Financial Group
Hawaii
$776K -$761K -8,409 -49%
ATPW
87
Ashton Thomas Private Wealth
Arizona
$753K -$612K -6,760 -44%
ACP
88
Aveo Capital Partners
Colorado
$725K +$492K +5,433 +190%
COCM
89
Charter Oak Capital Management
New Hampshire
$715K -$80.2K -886 -10%
PAG
90
Private Advisor Group
New Jersey
$697K -$27K -298 -4%
CWM
91
Congress Wealth Management
Massachusetts
$675K -$60.4K -667 -8%
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$639K -$10.5K -116 -2%
PAA
93
Peregrine Asset Advisers
Oregon
$612K -$104K -1,151 -14%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$592K +$275K +3,039 +81%
SHJ
95
Sharkey, Howes & Javer
Colorado
$587K +$608K +6,715 New
BRWA
96
B. Riley Wealth Advisors
Florida
$543K +$563K +6,216 New
HWM
97
Howard Wealth Management
Connecticut
$523K +$543K +5,996 New
VAS
98
Valicenti Advisory Services
New York
$512K -$25.7K -284 -5%
TWC
99
TD Waterhouse Canada
Ontario, Canada
$503K +$272K +3,000 +110%
BPA
100
Beacon Pointe Advisors
California
$499K

HYS Hedge Fund Activity: Q3 2022 in Review

215 of the 5,805 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 Q3 2022, worth a combined $702M — up 3% from $682M a quarter earlier.

Fund positioning in HYS was balanced in Q3 2022: 26 funds opened new positions, 26 closed out, 69 added to existing stakes and 71 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $25.6M. The largest seller was Jane Street, cutting an estimated $41.7M.

  • 215 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q3 2022, down from 218 in Q2 2022.
  • Funds reported $702M of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q3 2022, up 3% quarter-over-quarter.
  • 26 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q3 2022 and 26 closed out, a net change of 0 holders.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q3 2022 was JP Morgan Chase, an estimated $25.6M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q3 2022 was Jane Street, an estimated $41.7M sold.

Based on aggregated 13F filings for Q3 2022.