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

234 hedge funds and large institutions have $732M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 95 increasing their positions, 74 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

28% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 74

11% more capital invested

Capital invested by funds: $659M → $732M (+$73M)

3% more funds holding

Funds holding: 227234 (+7)

2.76% more ownership

Funds ownership: 59.43%62.19% (+2.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $78K

Holders
234
Holders Change
+7
Holders Change %
+3.08%
% of All Funds
3.71%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
30
Increased
95
Reduced
74
Closed
19
Calls
Puts
$78K
Net Calls
-$78K
Net Calls Change
-$78K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
AE Wealth Management
Kansas
$719K +$88.9K +979 +14%
MPWT
102
MassMutual Private Wealth & Trust
Connecticut
$710K +$356K +3,915 +99%
COCM
103
Charter Oak Capital Management
New Hampshire
$705K +$50.8K +559 +8%
PFG
104
PAX Financial Group
Texas
$676K +$106K +1,164 +18%
AFO
105
Arrowroot Family Office
California
$652K -$404K -4,444 -38%
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$649K +$77.7K +855 +13%
OCM
107
Osterweis Capital Management
California
$628K
TWC
108
TD Waterhouse Canada
Ontario, Canada
$628K -$3.18K -35 -0.5%
BPA
109
Beacon Pointe Advisors
California
$607K +$91K +1,002 +18%
ECA
110
Elevated Capital Advisors
Utah
$591K +$308K +3,394 +108%
FTUS
111
Flow Traders U.S.
New York
$585K -$7.4M -81,483 -93%
PSCM
112
Per Stirling Capital Management
Texas
$572K -$87.1K -959 -13%
BWG
113
Beta Wealth Group
California
$570K +$24.1K +265 +4%
AWM
114
Axxcess Wealth Management
California
$536K +$262K +2,883 +94%
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$533K -$34.2K -377 -6%
SFPG
116
Stonebridge Financial Planning Group
Florida
$519K +$28.2K +310 +6%
HWM
117
Howard Wealth Management
Connecticut
$515K -$8.72K -96 -2%
AFG
118
Atomi Financial Group
New York
$503K +$276K +3,035 +120%
SA
119
Strategic Advocates
Utah
$503K +$505K +5,565 New
RJFSA
120
Raymond James Financial Services Advisors
Florida
$502K -$182K -2,001 -26%
RRWA
121
Rainey & Randall Wealth Advisors
Florida
$494K
VFA
122
Valeo Financial Advisors
Indiana
$476K
Squarepoint
123
Squarepoint
New York
$460K +$463K +5,099 New
SWP
124
Stratos Wealth Partners
Ohio
$458K -$8.63K -95 -2%
Cerity Partners
125
Cerity Partners
New York
$446K -$6.9K -76 -2%

HYS Hedge Fund Activity: Q3 2023 in Review

234 of the 6,301 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 2023, worth a combined $732M — up 11% from $659M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new HYS positions and 19 closed out — a net gain of 11 holders — while 95 added to existing stakes and 74 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $14.2M. The largest seller was Ocean Park Asset Management, cutting an estimated $12.1M.

  • 234 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q3 2023, up from 227 in Q2 2023.
  • Funds reported $732M of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q3 2023, up 11% quarter-over-quarter.
  • 30 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q3 2023 and 19 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 2023 was Osaic Holdings, an estimated $14.2M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q3 2023 was Ocean Park Asset Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q3 2023.