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

234 hedge funds and large institutions have $732M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 95 increasing their positions, 74 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

28% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 74

11% more capital invested

Capital invested by funds: $659M → $732M (+$73M)

3% more funds holding

Funds holding: 227234 (+7)

2.76% more ownership

Funds ownership: 59.43%62.19% (+2.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $78K

Holders
234
Holders Change
+7
Holders Change %
+3.08%
% of All Funds
3.71%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
30
Increased
95
Reduced
74
Closed
19
Calls
Puts
$78K
Net Calls
-$78K
Net Calls Change
-$78K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFG Advisory
Georgia
$1.31M +$1.45K +16 +0.1%
IWC
77
Integrated Wealth Concepts
Massachusetts
$1.22M -$20.8K -229 -2%
CIBC Private Wealth Group
78
CIBC Private Wealth Group
Georgia
$1.2M -$136K -1,495 -10%
CW
79
CreativeOne Wealth
Kansas
$1.18M +$42.1K +464 +4%
OMC
80
Old Mission Capital
Illinois
$1.17M -$1.14M -12,515 -49%
CA
81
Cetera Advisors
Colorado
$1.12M -$393K -4,325 -26%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$1.12M +$97.4K +1,072 +9%
MIA
83
MainStreet Investment Advisors
Illinois
$1.07M +$371K +4,084 +52%
BBWP
84
Beacon Bridge Wealth Partners
Pennsylvania
$1M -$19.1K -210 -2%
Lido Advisors
85
Lido Advisors
California
$955K -$96.5K -1,062 -9%
KWM
86
Kingsview Wealth Management
Oregon
$948K -$128K -1,404 -12%
NA
87
NewEdge Advisors
Louisiana
$942K +$30.6K +337 +3%
CS
88
Comerica Securities
Michigan
$931K -$3.36K -37 -0.4%
ATC
89
Argent Trust Co
Tennessee
$904K -$236K -2,598 -21%
AIMU
90
Allianz Investment Management US
Minnesota
$901K
ATPW
91
Ashton Thomas Private Wealth
Arizona
$893K +$185K +2,039 +26%
LCGC
92
Legacy Capital Group California
California
$880K +$436K +4,804 +97%
PB
93
Pinnacle Bancorp
Nebraska
$871K -$63.9K -703 -7%
AWC
94
Adamsbrown Wealth Consultants
Kansas
$826K +$158K +1,738 +23%
SI
95
Stephens Inc
Arkansas
$807K -$385K -4,243 -32%
FCI
96
Financial Counselors Inc
Kansas
$797K +$801K +8,823 New
SCM
97
SOL Capital Management
Maryland
$767K +$570K +6,275 +283%
CAP
98
Columbia Advisory Partners
Washington
$734K -$817 -9 -0.1%
JWBC
99
J.W. Burns & Co
New York
$726K +$731K +8,043 New
CAG
100
Curtis Advisory Group
California
$725K -$9.9K -109 -1%

HYS Hedge Fund Activity: Q3 2023 in Review

234 of the 6,301 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 2023, worth a combined $732M — up 11% from $659M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new HYS positions and 19 closed out — a net gain of 11 holders — while 95 added to existing stakes and 74 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $14.2M. The largest seller was Ocean Park Asset Management, cutting an estimated $12.1M.

  • 234 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q3 2023, up from 227 in Q2 2023.
  • Funds reported $732M of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q3 2023, up 11% quarter-over-quarter.
  • 30 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q3 2023 and 19 closed out, a net change of +11 holders.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q3 2023 was Osaic Holdings, an estimated $14.2M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q3 2023 was Ocean Park Asset Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q3 2023.