We are live on ! Find out more
HYS icon

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

228 hedge funds and large institutions have $831M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 68 increasing their positions, 80 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 28

18% more capital invested

Capital invested by funds: $702M → $831M (+$129M)

6% more funds holding

Funds holding: 215 → 228 (+13)

2.4% more ownership

Funds ownership: 57.69% → 60.1% (+2.4%)

15% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 80

43% less funds holding in top 10

Funds holding in top 10: 7 → 4 (-3)

Holders
228
Holders Change
+13
Holders Change %
+6.05%
% of All Funds
3.67%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
44
Increased
68
Reduced
80
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$60.5M
2
JP Morgan Chase
JP Morgan Chase
New York
+$49.3M
3
UBS Group
UBS Group
Switzerland
+$16.2M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$15.6M
5
FMP
Financial Management Professionals
Texas
+$9.9M

Top Sellers

1
Jane Street
Jane Street
New York
-$74M
2
ACM
Advisors Capital Management
New Jersey
-$23.5M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$11.9M
4
MFG
Merit Financial Group
Georgia
-$6.08M
5
OMC
Old Mission Capital
Illinois
-$3.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
RRWA
101
Rainey & Randall Wealth Advisors
Florida
$545K -$918K -10,252 -63%
HWM
102
Howard Wealth Management
Connecticut
$533K -$2.51K -28 -0.5%
Cerity Partners
103
Cerity Partners
New York
$518K +$519K +5,795 New
BPA
104
Beacon Pointe Advisors
California
$504K -$7.16K -80 -1%
VFA
105
Valeo Financial Advisors
Indiana
$471K – – –
PFS
106
Prospera Financial Services
Texas
$459K +$36.1K +403 +9%
OCM
107
Osterweis Capital Management
California
$451K – – –
SFPG
108
Stonebridge Financial Planning Group
Florida
$447K +$448K +5,008 New
National Bank of Canada
109
National Bank of Canada
Quebec, Canada
$445K -$1.54M -17,217 -78%
Citigroup
110
Citigroup
New York
$437K – – –
AWM
111
AE Wealth Management
Kansas
$412K -$5.64K -63 -1%
SCA
112
Stokes Capital Advisors
South Carolina
$412K -$50.1K -560 -11%
BFA
113
Beaumont Financial Advisors
Massachusetts
$412K +$413K +4,614 New
IAG
114
Ipsen Advisor Group
Arkansas
$394K +$395K +4,409 New
AO
115
Advisor OS
Illinois
$391K – – –
KAS
116
Kestra Advisory Services
Texas
$376K +$30.3K +339 +9%
TNBTD
117
Trustmark National Bank Trust Department
Mississippi
$375K -$120K -1,343 -24%
ECA
118
Elevated Capital Advisors
Utah
$372K -$75.2K -840 -17%
VAS
119
Valicenti Advisory Services
New York
$360K -$163K -1,826 -31%
CA
120
Continuum Advisory
Idaho
$359K +$360K +4,020 New
CAS
121
Coppell Advisory Solutions
Texas
$359K +$360K +4,017 New
CASC
122
Coppell Advisory Solutions Corp
Texas
$359K +$360K +4,017 New
SPC
123
Sigma Planning Corp
Michigan
$346K -$102K -1,140 -23%
TC
124
Telemus Capital
Michigan
$345K – – –
Koshinski Asset Management
125
Koshinski Asset Management
Illinois
$344K -$25K -279 -7%
3 4
5
6 7

HYS Hedge Fund Activity: Q4 2022 in Review

228 of the 6,221 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 2022, worth a combined $831M — up 18% from $702M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new HYS positions and 28 closed out — a net gain of 16 holders — while 68 added to existing stakes and 80 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $60.5M. The largest seller was Jane Street, cutting an estimated $74M.

  • 228 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q4 2022, up from 215 in Q3 2022.
  • Funds reported $831M of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q4 2022, up 18% quarter-over-quarter.
  • 44 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q4 2022 and 28 closed out, a net change of +16 holders.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q4 2022 was AssetMark Inc, an estimated $60.5M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q4 2022 was Jane Street, an estimated $74M sold.

Based on aggregated 13F filings for Q4 2022.