We are live on ! Find out more
HYS icon

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

225 hedge funds and large institutions have $902M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 85 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: 34 (+1)

1.96% more ownership

Funds ownership: 69.35%71.31% (+2%)

4% more capital invested

Capital invested by funds: $869M → $902M (+$33M)

0% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 23

6% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 85

2% less funds holding

Funds holding: 229225 (-4)

Holders
225
Holders Change
-4
Holders Change %
-1.75%
% of All Funds
3.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
80
Reduced
85
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
76
MML Investors Services
Massachusetts
$1.56M +$9.69K +104 +0.6%
IA
77
IFG Advisory
Georgia
$1.5M -$185K -1,981 -14%
MPWT
78
MassMutual Private Wealth & Trust
Connecticut
$1.47M -$843K -9,051 -37%
HPM
79
Hoxton Planning & Management
West Virginia
$1.45M -$46K -494 -3%
CIBC Private Wealth Group
80
CIBC Private Wealth Group
Georgia
$1.44M +$98.6K +1,059 +7%
IWC
81
Integrated Wealth Concepts
Massachusetts
$1.37M +$101K +1,086 +8%
NC
82
NewSquare Capital
Pennsylvania
$1.32M -$50.6K -543 -4%
CIA
83
Concurrent Investment Advisors
Florida
$1.31M +$646K +6,936 +98%
OMC
84
Old Mission Capital
Illinois
$1.31M -$1.71M -18,405 -57%
PFG
85
PAX Financial Group
Texas
$1.27M -$135K -1,449 -10%
CIC
86
Concord Investment Counsel
California
$1.24M +$1.24M +13,278 New
VWA
87
Visionary Wealth Advisors
Illinois
$1.24M -$329K -3,533 -21%
BCM
88
Barden Capital Management
Texas
$1.19M -$298K -3,195 -20%
P
89
&Partners
Tennessee
$1.11M +$394K +4,228 +55%
Lido Advisors
90
Lido Advisors
California
$1.08M -$95K -1,020 -8%
JFG
91
JMG Financial Group
Illinois
$966K -$384K -4,121 -29%
AWC
92
Adamsbrown Wealth Consultants
Kansas
$964K -$106K -1,134 -10%
PB
93
Pinnacle Bancorp
Nebraska
$952K +$50.3K +540 +6%
KWM
94
Kingsview Wealth Management
Oregon
$944K -$27.1K -291 -3%
Jane Street
95
Jane Street
New York
$941K -$17.2M -184,854 -95%
NA
96
NewEdge Advisors
Louisiana
$936K +$74.7K +802 +9%
AIMU
97
Allianz Investment Management US
Minnesota
$933K
RFS
98
Richardson Financial Services
Massachusetts
$897K -$144K -1,543 -14%
ATC
99
Argent Trust Co
Tennessee
$895K +$8.38K +90 +0.9%
MFC
100
Mechanics Financial Corp
Ohio
$845K -$1.73M -18,570 -67%

HYS Hedge Fund Activity: Q1 2024 in Review

225 of the 6,942 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 2024, worth a combined $902M — up 3.8% from $869M a quarter earlier.

Fund positioning in HYS was balanced in Q1 2024: 23 funds opened new positions, 23 closed out, 80 added to existing stakes and 85 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $59.1M. The largest seller was Morgan Stanley, cutting an estimated $55.2M.

  • 225 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q1 2024, down from 229 in Q4 2023.
  • Funds reported $902M of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q1 2024, up 3.8% quarter-over-quarter.
  • 23 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q1 2024 and 23 closed out, a net change of 0 holders.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q1 2024 was JP Morgan Chase, an estimated $59.1M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q1 2024 was Morgan Stanley, an estimated $55.2M sold.

Based on aggregated 13F filings for Q1 2024.