PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$27.6M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$12.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.27M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$6.61M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$6.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$49.9M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$18.5M |
| 3 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
-$11.1M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$9.63M |
| 5 |
Morgan Stanley
New York
|
-$4.67M |
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.