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

236 hedge funds and large institutions have $763M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 93 increasing their positions, 75 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)

24% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 75

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

0% more funds holding

Funds holding: 236236 (0)

4.3% less ownership

Funds ownership: 61.93%57.63% (-4.3%)

11% less capital invested

Capital invested by funds: $860M → $763M (-$96.8M)

Holders
236
Holders Change
Holders Change %
0%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
28
Increased
93
Reduced
75
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PB
101
Pinnacle Bancorp
Nebraska
$728K -$16K -169 -2%
COCM
102
Charter Oak Capital Management
New Hampshire
$707K -$12.6K -133 -2%
WIA
103
World Investment Advisors
California
$691K +$262K +2,769 +60%
HWM
104
Howard Wealth Management
Connecticut
$670K +$107K +1,129 +19%
RFA
105
Rollins Financial Advisors
New York
$636K -$98.4K -1,041 -13%
IP
106
Intellectus Partners
California
$618K -$12.8K -135 -2%
NCFG
107
New Century Financial Group
New Jersey
$611K -$15.7K -166 -2%
AI
108
Axos Invest
Nevada
$610K -$63.2K -668 -9%
GHAM
109
Gilman Hill Asset Management
Connecticut
$597K +$343K +3,625 +132%
JFG
110
JMG Financial Group
Illinois
$572K -$128K -1,349 -18%
MMCM
111
Murphy & Mullick Capital Management
New York
$568K +$574K +6,067 New
HF
112
HRT Financial
New York
$562K +$568K +6,006 New
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
$547K -$43.7K -462 -7%
TA
114
TFG Advisers
Michigan
$537K +$31.6K +334 +6%
US Bancorp
115
US Bancorp
Minnesota
$510K
OCM
116
Osterweis Capital Management
California
$503K
MIFH
117
Migdal Insurance & Financial Holdings
Israel
$502K
Manulife (Manufacturers Life Insurance)
118
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$498K -$237K -2,503 -32%
VFA
119
Valeo Financial Advisors
Indiana
$494K
RRWA
120
Rainey & Randall Wealth Advisors
Florida
$494K +$473 +5 +0.1%
PSCM
121
Per Stirling Capital Management
Texas
$487K -$87.7K -928 -15%
GWP
122
Gateway Wealth Partners
Wisconsin
$463K -$22.8K -241 -5%
GSC
123
Ground Swell Capital
South Carolina
$461K +$465K +4,922 New
LCGC
124
Legacy Capital Group California
California
$451K -$28.6K -302 -6%
BPA
125
Beacon Pointe Advisors
California
$436K -$53.5K -566 -11%

HYS Hedge Fund Activity: Q4 2024 in Review

236 of the 7,592 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 2024, worth a combined $763M — down 11% from $860M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new HYS positions and 23 closed out — a net gain of 5 holders — while 93 added to existing stakes and 75 trimmed.

The largest buyer was Mid-American Wealth Advisory Group, adding an estimated $27.2M. The largest seller was JP Morgan Chase, cutting an estimated $63.3M.

  • 236 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $763M of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q4 2024, down 11% quarter-over-quarter.
  • 28 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q4 2024 and 23 closed out, a net change of +5 holders.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q4 2024 was Mid-American Wealth Advisory Group, an estimated $27.2M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q4 2024 was JP Morgan Chase, an estimated $63.3M sold.

Based on aggregated 13F filings for Q4 2024.