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

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: 221 → 227 (+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: 5 → 1 (-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
–

Top Buyers

1
OPAM
Ocean Park Asset Management
California
+$18.4M
2
GI
Gradient Investments
Minnesota
+$17.4M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$11.2M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$9.41M
5
Man Group
Man Group
United Kingdom
+$7.54M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$141M
2
CM
Cercano Management
Washington
-$66.7M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$27.5M
4
UBS Group
UBS Group
Switzerland
-$15.7M
5
Bank of America
Bank of America
North Carolina
-$15.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
126
TFG Advisers
Michigan
$351K +$7.41K +82 +2%
ACP
127
Aveo Capital Partners
Colorado
$345K -$9.04K -100 -3%
BWA
128
Burt Wealth Advisors
Maryland
$344K +$4.25K +47 +1%
US Bancorp
129
US Bancorp
Minnesota
$340K -$1.18K -13 -0.3%
LB
130
Leo Brokerage
Texas
$337K -$258K -2,852 -43%
VAS
131
Valicenti Advisory Services
New York
$328K – – –
AG
132
Ascent Group
Virginia
$325K -$104K -1,147 -24%
BFA
133
Beacon Financial Advisory
Ohio
$324K +$3.8K +42 +1%
KA
134
Kovack Advisors
Florida
$321K -$3.43K -38 -1%
RF
135
Rollins Financial
Georgia
$307K +$95.3K +1,054 +46%
SPC
136
Sigma Planning Corp
Michigan
$294K -$40.4K -447 -12%
CAS
137
Coppell Advisory Solutions
Texas
$288K -$27.3K -302 -9%
ECA
138
Elevated Capital Advisors
Utah
$288K -$20.1K -222 -7%
WS
139
Wedbush Securities
California
$281K +$21.7K +240 +8%
SHJ
140
Sharkey, Howes & Javer
Colorado
$281K -$48.2K -533 -15%
AWM
141
Axxcess Wealth Management
California
$279K +$276K +3,058 New
LFAS
142
Level Four Advisory Services
Texas
$277K +$3.07K +34 +1%
CA
143
CoreCap Advisors
Michigan
$269K +$267K +2,951 New
KAS
144
Kestra Advisory Services
Texas
$269K -$7.95K -88 -3%
CAG
145
Csenge Advisory Group
Florida
$263K +$32.8K +363 +14%
Kayne Anderson Rudnick Investment Management
146
Kayne Anderson Rudnick Investment Management
California
$252K +$3.98K +44 +2%
GHAM
147
Gilman Hill Asset Management
Connecticut
$244K +$242K +2,675 New
OC
148
Oppenheimer & Co
New York
$232K – – –
AFG
149
Atomi Financial Group
New York
$231K +$229K +2,533 New
AAS
150
Avantax Advisory Services
Texas
$228K +$226K +2,501 New
4 5
6
7 8

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.