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

227 hedge funds and large institutions have $659M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 74 increasing their positions, 83 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

3% more funds holding

Funds holding: 221 → 227 (+6)

7.37% less ownership

Funds ownership: 66.81% → 59.43% (-7.4%)

11% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 83

22% less capital invested

Capital invested by funds: $841M → $659M (-$182M)

80% less funds holding in top 10

Funds holding in top 10: 5 → 1 (-4)

Holders
227
Holders Change
+6
Holders Change %
+2.71%
% of All Funds
3.56%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
31
Increased
74
Reduced
83
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OPAM
Ocean Park Asset Management
California
+$18.4M
2
GI
Gradient Investments
Minnesota
+$17.4M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$11.2M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$9.41M
5
Man Group
Man Group
United Kingdom
+$7.54M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$141M
2
CM
Cercano Management
Washington
-$66.7M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$27.5M
4
UBS Group
UBS Group
Switzerland
-$15.7M
5
Bank of America
Bank of America
North Carolina
-$15.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
76
Stephens Inc
Arkansas
$1.2M – – –
CW
77
CreativeOne Wealth
Kansas
$1.15M -$20.5K -227 -2%
ATC
78
Argent Trust Co
Tennessee
$1.15M +$1.14M +12,607 New
KWM
79
Kingsview Wealth Management
Oregon
$1.09M -$137K -1,521 -11%
BCM
80
Barden Capital Management
Texas
$1.07M -$380K -4,209 -26%
AFO
81
Arrowroot Family Office
California
$1.06M -$78.9K -873 -7%
Lido Advisors
82
Lido Advisors
California
$1.06M +$611K +6,765 +139%
BBWP
83
Beacon Bridge Wealth Partners
Pennsylvania
$1.03M +$2.44K +27 +0.2%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$1.03M +$542 +6 +0.1%
PB
85
Pinnacle Bancorp
Nebraska
$943K +$994 +11 +0.1%
CS
86
Comerica Securities
Michigan
$943K -$105K -1,162 -10%
NA
87
NewEdge Advisors
Louisiana
$921K -$28.8K -319 -3%
AIMU
88
Allianz Investment Management US
Minnesota
$909K – – –
CFG
89
CKW Financial Group
Hawaii
$850K +$42.3K +468 +5%
CAG
90
Curtis Advisory Group
California
$742K -$123K -1,362 -14%
CAP
91
Columbia Advisory Partners
Washington
$742K +$735K +8,132 New
CCM
92
Crabel Capital Management
California
$736K +$729K +8,070 New
ATPW
93
Ashton Thomas Private Wealth
Arizona
$716K +$489K +5,416 +222%
MIA
94
MainStreet Investment Advisors
Illinois
$711K +$28.3K +313 +4%
RJFSA
95
Raymond James Financial Services Advisors
Florida
$690K -$1.48M -16,389 -68%
AWC
96
Adamsbrown Wealth Consultants
Kansas
$676K +$670K +7,412 New
PSCM
97
Per Stirling Capital Management
Texas
$665K -$22.9K -253 -3%
CWM
98
Congress Wealth Management
Massachusetts
$663K -$18.7K -207 -3%
COCM
99
Charter Oak Capital Management
New Hampshire
$661K -$14.8K -164 -2%
AWM
100
AE Wealth Management
Kansas
$637K +$304K +3,364 +93%
2 3
4
5 6

HYS Hedge Fund Activity: Q2 2023 in Review

227 of the 6,369 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 Q2 2023, worth a combined $659M — down 22% from $841M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new HYS positions and 20 closed out — a net gain of 11 holders — while 74 added to existing stakes and 83 trimmed.

The largest buyer was Ocean Park Asset Management, opening a new position worth an estimated $18.4M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $141M sold.

  • 227 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q2 2023, up from 221 in Q1 2023.
  • Funds reported $659M of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q2 2023, down 22% quarter-over-quarter.
  • 31 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q2 2023 and 20 closed out, a net change of +11 holders.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q2 2023 was Ocean Park Asset Management, an estimated $18.4M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q2 2023 was JP Morgan Chase, an estimated $141M sold.

Based on aggregated 13F filings for Q2 2023.