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

225 hedge funds and large institutions have $902M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 85 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: 34 (+1)

1.96% more ownership

Funds ownership: 69.35%71.31% (+2%)

4% more capital invested

Capital invested by funds: $869M → $902M (+$33M)

0% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 23

6% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 85

2% less funds holding

Funds holding: 229225 (-4)

Holders
225
Holders Change
-4
Holders Change %
-1.75%
% of All Funds
3.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
80
Reduced
85
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
101
SOL Capital Management
Maryland
$831K +$11.6K +125 +1%
FCI
102
Financial Counselors Inc
Kansas
$820K -$4.47K -48 -0.5%
AF
103
Allworth Financial
California
$806K +$793K +8,518 +8,270%
RJFSA
104
Raymond James Financial Services Advisors
Florida
$793K +$81.5K +875 +12%
LCGC
105
Legacy Capital Group California
California
$774K -$69.9K -750 -8%
COCM
106
Charter Oak Capital Management
New Hampshire
$758K +$8.57K +92 +1%
CAG
107
Curtis Advisory Group
California
$737K +$39.8K +427 +6%
BBWP
108
Beacon Bridge Wealth Partners
Pennsylvania
$694K -$248K -2,662 -26%
HF
109
HRT Financial
New York
$642K -$262K -2,817 -29%
AWM
110
AE Wealth Management
Kansas
$640K -$285K -3,057 -31%
PSCM
111
Per Stirling Capital Management
Texas
$612K +$559 +6 +0.1%
Mercer Global Advisors
112
Mercer Global Advisors
Colorado
$590K -$3.91K -42 -0.7%
SFPG
113
Stonebridge Financial Planning Group
Florida
$580K +$79.2K +850 +16%
VFA
114
Valeo Financial Advisors
Indiana
$566K +$79.9K +858 +16%
JWBC
115
J.W. Burns & Co
New York
$562K -$80.6K -865 -13%
TWC
116
TD Waterhouse Canada
Ontario, Canada
$560K -$83.2K -893 -13%
RRWA
117
Rainey & Randall Wealth Advisors
Florida
$517K +$93 +1 +0%
US Bancorp
118
US Bancorp
Minnesota
$515K -$23.8K -256 -4%
AFO
119
Arrowroot Family Office
California
$513K -$159K -1,702 -24%
PAG
120
Private Advisor Group
New Jersey
$509K -$10.7K -115 -2%
OCM
121
Osterweis Capital Management
California
$502K
HWM
122
Howard Wealth Management
Connecticut
$502K -$3.26K -35 -0.6%
MIFH
123
Migdal Insurance & Financial Holdings
Israel
$501K +$499K +5,360 New
BPA
124
Beacon Pointe Advisors
California
$497K -$102K -1,097 -17%
RFA
125
Rollins Financial Advisors
New York
$487K -$56.7K -609 -10%

HYS Hedge Fund Activity: Q1 2024 in Review

225 of the 6,942 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 Q1 2024, worth a combined $902M — up 3.8% from $869M a quarter earlier.

Fund positioning in HYS was balanced in Q1 2024: 23 funds opened new positions, 23 closed out, 80 added to existing stakes and 85 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $59.1M. The largest seller was Morgan Stanley, cutting an estimated $55.2M.

  • 225 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q1 2024, down from 229 in Q4 2023.
  • Funds reported $902M of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q1 2024, up 3.8% quarter-over-quarter.
  • 23 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q1 2024 and 23 closed out, a net change of 0 holders.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q1 2024 was JP Morgan Chase, an estimated $59.1M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q1 2024 was Morgan Stanley, an estimated $55.2M sold.

Based on aggregated 13F filings for Q1 2024.