We are live on ! Find out more
HYS icon

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

235 hedge funds and large institutions have $789M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

53% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 64

6% more funds holding

Funds holding: 222 → 235 (+13)

7% less capital invested

Capital invested by funds: $844M → $789M (-$55.5M)

23.71% less ownership

Funds ownership: 76.78% → 53.07% (-24%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
235
Holders Change
+13
Holders Change %
+5.86%
% of All Funds
3.08%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
33
Increased
98
Reduced
64
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CW
CreativeOne Wealth
Kansas
+$6.91M
2
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
+$5.85M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$5.5M
4
OIA
OneDigital Investment Advisors
Kansas
+$3.59M
5
Morgan Stanley
Morgan Stanley
New York
+$3.49M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$58.3M
2
JP Morgan Chase
JP Morgan Chase
New York
-$31.1M
3
WFA
West Financial Advisors
Iowa
-$13.3M
4
GLLW
Graves Light Lenhart Wealth
Virginia
-$5.94M
5
GVAG
Great Valley Advisor Group
Delaware
-$5.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPIA
101
Milestones Private Investment Advisors
New York
$673K -$33.3K -350 -5%
IP
102
Intellectus Partners
California
$664K +$1.43K +15 +0.2%
EWM
103
Evolution Wealth Management
Florida
$657K +$653K +6,871 New
RFS
104
Richardson Financial Services
Massachusetts
$656K +$8.84K +93 +1%
COCM
105
Charter Oak Capital Management
New Hampshire
$641K -$475 -5 -0.1%
SFS
106
Security Financial Services
Indiana
$591K +$44.7K +470 +8%
PAG
107
Private Advisor Group
New Jersey
$583K +$1.43K +15 +0.2%
FFA
108
Farther Finance Advisors
California
$582K +$276K +2,907 +92%
Kayne Anderson Rudnick Investment Management
109
Kayne Anderson Rudnick Investment Management
California
$581K -$36.9K -388 -6%
OMC
110
Old Mission Capital
Illinois
$546K +$542K +5,704 New
BWM
111
BAM Wealth Management
Colorado
$530K +$527K +5,544 New
SWP
112
Strategic Wealth Partners
Ohio
$527K +$453K +4,766 +639%
HPM
113
Hoxton Planning & Management
West Virginia
$523K -$5.89K -62 -1%
LFAS
114
Level Four Advisory Services
Texas
$522K +$7.32K +77 +1%
US Bancorp
115
US Bancorp
Minnesota
$521K – – –
OCM
116
Osterweis Capital Management
California
$514K – – –
AWA
117
Arete Wealth Advisors
Illinois
$510K +$511K +5,374 New
FF
118
Financial Futures
New Jersey
$509K -$10.5K -110 -2%
HIM
119
Hillsdale Investment Management
Ontario, Canada
$506K +$79.8K +840 +19%
VFA
120
Valeo Financial Advisors
Indiana
$505K – – –
GHAM
121
Gilman Hill Asset Management
Connecticut
$478K +$47.5K +500 +11%
BWA
122
Burt Wealth Advisors
Maryland
$472K -$5.04K -53 -1%
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$465K -$56.6K -596 -11%
KWS
124
Keystone Wealth Services
California
$464K +$461K +4,851 New
SCA
125
Snowden Capital Advisors
New York
$448K +$49.9K +525 +13%
3 4
5
6 7

HYS Hedge Fund Activity: Q3 2025 in Review

235 of the 7,619 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 2025, worth a combined $789M — down 6.6% from $844M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new HYS positions and 16 closed out — a net gain of 17 holders — while 98 added to existing stakes and 64 trimmed.

The largest buyer was CreativeOne Wealth, adding an estimated $6.91M. The largest seller was Allianz Asset Management, cutting an estimated $58.3M.

  • 235 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q3 2025, up from 222 in Q2 2025.
  • Funds reported $789M of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q3 2025, down 6.6% quarter-over-quarter.
  • 33 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q3 2025 and 16 closed out, a net change of +17 holders.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q3 2025 was CreativeOne Wealth, an estimated $6.91M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q3 2025 was Allianz Asset Management, an estimated $58.3M sold.

Based on aggregated 13F filings for Q3 2025.