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

227 hedge funds and large institutions have $659M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 74 increasing their positions, 83 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

3% more funds holding

Funds holding: 221227 (+6)

7.37% less ownership

Funds ownership: 66.81%59.43% (-7.4%)

11% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 83

22% less capital invested

Capital invested by funds: $841M → $659M (-$182M)

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
227
Holders Change
+6
Holders Change %
+2.71%
% of All Funds
3.56%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
31
Increased
74
Reduced
83
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
101
TD Waterhouse Canada
Ontario, Canada
$636K +$14.5K +160 +2%
Ameriprise
102
Ameriprise
Minnesota
$605K +$1.81K +20 +0.3%
PAG
103
Private Advisor Group
New Jersey
$599K -$27.6K -305 -4%
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$578K +$25.2K +279 +5%
PFG
105
PAX Financial Group
Texas
$577K +$572K +6,326 New
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$572K -$633 -7 -0.1%
BWG
107
Beta Wealth Group
California
$551K +$546K +6,044 New
FIA
108
Foundations Investment Advisors
Arizona
$537K -$111K -1,229 -17%
HWM
109
Howard Wealth Management
Connecticut
$528K -$16.9K -187 -3%
BPA
110
Beacon Pointe Advisors
California
$522K -$131K -1,453 -20%
RRWA
111
Rainey & Randall Wealth Advisors
Florida
$499K -$57.4K -635 -10%
SFPG
112
Stonebridge Financial Planning Group
Florida
$495K -$9.94K -110 -2%
SW
113
Signify Wealth
Missouri
$493K -$8.77K -97 -2%
ML
114
McAdam LLC
Pennsylvania
$488K -$60.8K -673 -11%
VFA
115
Valeo Financial Advisors
Indiana
$481K
SWP
116
Stratos Wealth Partners
Ohio
$471K +$467K +5,162 New
OCM
117
Osterweis Capital Management
California
$461K
Cerity Partners
118
Cerity Partners
New York
$457K -$43.3K -479 -9%
LCGC
119
Legacy Capital Group California
California
$450K -$904 -10 -0.2%
Citigroup
120
Citigroup
New York
$447K
FIB
121
First Interstate Bank
Montana
$444K -$323K -3,574 -42%
SCA
122
Snowden Capital Advisors
New York
$412K +$408K +4,517 New
AO
123
Advisor OS
Illinois
$394K
MPWT
124
MassMutual Private Wealth & Trust
Connecticut
$360K +$3.43K +38 +1%
National Bank of Canada
125
National Bank of Canada
Quebec, Canada
$354K -$63K -697 -15%

HYS Hedge Fund Activity: Q2 2023 in Review

227 of the 6,369 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 Q2 2023, worth a combined $659M — down 22% from $841M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new HYS positions and 20 closed out — a net gain of 11 holders — while 74 added to existing stakes and 83 trimmed.

The largest buyer was Ocean Park Asset Management, opening a new position worth an estimated $18.4M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $141M sold.

  • 227 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q2 2023, up from 221 in Q1 2023.
  • Funds reported $659M of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q2 2023, down 22% quarter-over-quarter.
  • 31 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q2 2023 and 20 closed out, a net change of +11 holders.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q2 2023 was Ocean Park Asset Management, an estimated $18.4M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q2 2023 was JP Morgan Chase, an estimated $141M sold.

Based on aggregated 13F filings for Q2 2023.