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

236 hedge funds and large institutions have $763M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 93 increasing their positions, 75 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: 3 → 4 (+1)

24% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 75

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

0% more funds holding

Funds holding: 236 → 236 (0)

4.3% less ownership

Funds ownership: 61.93% → 57.63% (-4.3%)

11% less capital invested

Capital invested by funds: $860M → $763M (-$96.8M)

Holders
236
Holders Change
–
Holders Change %
0%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
28
Increased
93
Reduced
75
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAWAG
Mid-American Wealth Advisory Group
Missouri
+$27.2M
2
LPL Financial
LPL Financial
California
+$6M
3
SAM
Synergy Asset Management
Washington
+$5.03M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.47M
5
Renaissance Technologies
Renaissance Technologies
New York
+$4.29M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$63.3M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$33.1M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$14.4M
4
Morgan Stanley
Morgan Stanley
New York
-$9.82M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$9.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
FTUS
76
Flow Traders U.S.
New York
$1.52M +$847K +8,961 +123%
MIA
77
MainStreet Investment Advisors
Illinois
$1.5M -$94.5K -999 -6%
BCM
78
Barden Capital Management
Texas
$1.42M +$54.7K +578 +4%
MPWT
79
MassMutual Private Wealth & Trust
Connecticut
$1.3M -$102K -1,077 -7%
PFG
80
PAX Financial Group
Texas
$1.27M +$20.9K +221 +2%
Barclays
81
Barclays
United Kingdom
$1.22M -$511K -5,400 -29%
IWC
82
Integrated Wealth Concepts
Massachusetts
$1.19M -$68.7K -727 -5%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$1.19M +$296K +3,128 +33%
SCA
84
Stokes Capital Advisors
South Carolina
$1.19M +$911K +9,635 +314%
VWA
85
Visionary Wealth Advisors
Illinois
$1.19M +$12K +127 +1%
P
86
&Partners
Tennessee
$1.13M +$284 +3 +0%
AWM
87
AE Wealth Management
Kansas
$1.11M +$43.6K +461 +4%
CIBC Private Wealth Group
88
CIBC Private Wealth Group
Georgia
$1.07M +$57.3K +606 +6%
IA
89
IFG Advisory
Georgia
$1.06M -$177K -1,871 -14%
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$1.05M +$745K +7,880 +238%
GM
91
GeoWealth Management
Illinois
$973K -$98K -1,036 -9%
KWM
92
Kingsview Wealth Management
Oregon
$947K -$3.69K -39 -0.4%
TWC
93
TD Waterhouse Canada
Ontario, Canada
$945K -$16.7K -177 -2%
HPM
94
Hoxton Planning & Management
West Virginia
$943K -$9.36K -99 -1%
AIMU
95
Allianz Investment Management US
Minnesota
$935K – – –
HW
96
Hamilton Wealth
California
$897K -$32.7K -346 -3%
CAG
97
Curtis Advisory Group
California
$888K +$110K +1,163 +14%
SCM
98
SOL Capital Management
Maryland
$886K +$43.5K +460 +5%
RFS
99
Richardson Financial Services
Massachusetts
$781K -$96.6K -1,022 -11%
ATC
100
Argent Trust Co
Tennessee
$741K -$210K -2,223 -22%
2 3
4
5 6

HYS Hedge Fund Activity: Q4 2024 in Review

236 of the 7,592 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 Q4 2024, worth a combined $763M — down 11% from $860M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new HYS positions and 23 closed out — a net gain of 5 holders — while 93 added to existing stakes and 75 trimmed.

The largest buyer was Mid-American Wealth Advisory Group, adding an estimated $27.2M. The largest seller was JP Morgan Chase, cutting an estimated $63.3M.

  • 236 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $763M of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q4 2024, down 11% quarter-over-quarter.
  • 28 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q4 2024 and 23 closed out, a net change of +5 holders.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q4 2024 was Mid-American Wealth Advisory Group, an estimated $27.2M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q4 2024 was JP Morgan Chase, an estimated $63.3M sold.

Based on aggregated 13F filings for Q4 2024.