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

236 hedge funds and large institutions have $860M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 90 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

14% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 79

12% more capital invested

Capital invested by funds: $767M → $860M (+$92.4M)

4% more funds holding

Funds holding: 226236 (+10)

0.74% less ownership

Funds ownership: 62.66%61.93% (-0.74%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
236
Holders Change
+10
Holders Change %
+4.42%
% of All Funds
3.39%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
25
Increased
90
Reduced
79
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
76
Prudential Financial
New Jersey
$1.3M -$447K -4,759 -26%
IWC
77
Integrated Wealth Concepts
Massachusetts
$1.29M -$13.3K -142 -1%
NA
78
NewEdge Advisors
Louisiana
$1.27M +$156K +1,656 +14%
PFG
79
PAX Financial Group
Texas
$1.27M +$260K +2,769 +26%
IA
80
IFG Advisory
Georgia
$1.26M -$98.3K -1,047 -7%
VWA
81
Visionary Wealth Advisors
Illinois
$1.2M +$33.6K +358 +3%
P
82
&Partners
Tennessee
$1.15M -$56.4K -601 -5%
GM
83
GeoWealth Management
Illinois
$1.09M -$126K -1,338 -10%
AWM
84
AE Wealth Management
Kansas
$1.09M +$174K +1,853 +19%
CIBC Private Wealth Group
85
CIBC Private Wealth Group
Georgia
$1.03M -$95.7K -1,019 -9%
TWC
86
TD Waterhouse Canada
Ontario, Canada
$974K +$403K +4,287 +72%
HPM
87
Hoxton Planning & Management
West Virginia
$971K -$460K -4,895 -32%
KWM
88
Kingsview Wealth Management
Oregon
$969K +$16.5K +176 +2%
ATC
89
Argent Trust Co
Tennessee
$967K +$16.4K +175 +2%
AIMU
90
Allianz Investment Management US
Minnesota
$952K
HW
91
Hamilton Wealth
California
$947K -$1.22M -13,001 -57%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$918K +$59.5K +634 +7%
ZIC
93
ZWJ Investment Counsel
Georgia
$898K +$883K +9,400 New
RFS
94
Richardson Financial Services
Massachusetts
$863K
SCM
95
SOL Capital Management
Maryland
$859K +$2.35K +25 +0.3%
CAG
96
Curtis Advisory Group
California
$795K +$24.5K +261 +3%
PB
97
Pinnacle Bancorp
Nebraska
$758K
RFA
98
Rollins Financial Advisors
New York
$748K +$124K +1,323 +20%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$747K +$734K +7,817 New
COCM
100
Charter Oak Capital Management
New Hampshire
$734K +$16.9K +180 +2%

HYS Hedge Fund Activity: Q3 2024 in Review

236 of the 6,964 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 2024, worth a combined $860M — up 12% from $767M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HYS positions and 14 closed out — a net gain of 11 holders — while 90 added to existing stakes and 79 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $75.6M. The largest seller was Jane Street, cutting an estimated $22.9M.

  • 236 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q3 2024, up from 226 in Q2 2024.
  • Funds reported $860M of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q3 2024, up 12% quarter-over-quarter.
  • 25 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q3 2024 and 14 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 2024 was JP Morgan Chase, an estimated $75.6M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q3 2024 was Jane Street, an estimated $22.9M sold.

Based on aggregated 13F filings for Q3 2024.