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

222 hedge funds and large institutions have $842M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 72 increasing their positions, 76 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-7
Holders Change %
-3.06%
% of All Funds
3.55%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
35
Increased
72
Reduced
76
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$574K +$332K +3,634 +137%
RRWA
102
Rainey & Randall Wealth Advisors
Florida
$558K
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$553K -$89.7K -982 -14%
LAM
104
LifePro Asset Management
California
$551K
ML
105
McAdam LLC
Pennsylvania
$551K +$551K +6,029 New
HWM
106
Howard Wealth Management
Connecticut
$546K +$1.28K +14 +0.2%
OMC
107
Old Mission Capital
Illinois
$521K +$521K +5,703 New
SFPG
108
Stonebridge Financial Planning Group
Florida
$506K +$48.8K +535 +11%
SW
109
Signify Wealth
Missouri
$502K -$271K -2,964 -35%
Cerity Partners
110
Cerity Partners
New York
$502K -$27.6K -302 -5%
VFA
111
Valeo Financial Advisors
Indiana
$482K
OCM
112
Osterweis Capital Management
California
$462K -$451K
LCGC
113
Legacy Capital Group California
California
$452K +$452K +4,947 New
Citigroup
114
Citigroup
New York
$447K
Lido Advisors
115
Lido Advisors
California
$445K +$445K +4,875 New
AG
116
Ascent Group
Virginia
$430K -$1.08M -11,813 -71%
National Bank of Canada
117
National Bank of Canada
Quebec, Canada
$418K -$37K -405 -8%
AO
118
Advisor OS
Illinois
$394K -$5.75K -63 -1%
SCA
119
Stokes Capital Advisors
South Carolina
$389K -$32.4K -355 -8%
MPWT
120
MassMutual Private Wealth & Trust
Connecticut
$357K -$446K -4,883 -56%
ACP
121
Aveo Capital Partners
Colorado
$354K -$2.6M -28,424 -88%
TA
122
TFG Advisers
Michigan
$344K +$10.2K +112 +3%
US Bancorp
123
US Bancorp
Minnesota
$342K
BWA
124
Burt Wealth Advisors
Maryland
$340K -$276K -3,025 -45%
SPC
125
Sigma Planning Corp
Michigan
$335K -$18.6K -204 -5%