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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
RL
126
Rogco LP
Oklahoma
$474K -$3.01M -32,318 -86%
Bank of New York Mellon
127
Bank of New York Mellon
New York
$451K +$205K +2,199 +84%
NCM
128
Northwest Capital Management
Oregon
$441K
Cerity Partners
129
Cerity Partners
New York
$437K -$9.31K -100 -2%
ECA
130
Elevated Capital Advisors
Utah
$436K -$65.8K -706 -13%
TA
131
TFG Advisers
Michigan
$424K +$42.5K +456 +11%
IP
132
Intellectus Partners
California
$412K -$27.4K -294 -6%
LFAS
133
Level Four Advisory Services
Texas
$409K
Qube Research & Technologies (QRT)
134
Qube Research & Technologies (QRT)
United Kingdom
$400K +$141K +1,512 +55%
AO
135
Advisor OS
Illinois
$393K -$10.7K -115 -3%
SWP
136
Stratos Wealth Partners
Ohio
$392K -$52.3K -561 -12%
GSC
137
Ground Swell Capital
South Carolina
$391K +$390K +4,185 New
SCA
138
Snowden Capital Advisors
New York
$390K
BWA
139
Burt Wealth Advisors
Maryland
$378K +$83K +891 +28%
KAS
140
Kestra Advisory Services
Texas
$366K +$57.1K +613 +19%
National Bank of Canada
141
National Bank of Canada
Quebec, Canada
$333K +$3.35K +36 +1%
FIA
142
Foundations Investment Advisors
Arizona
$327K -$37K -397 -10%
SPC
143
Sigma Planning Corp
Michigan
$313K +$312K +3,350 New
MWP
144
Madison Wealth Partners
Wisconsin
$305K -$28.9K -310 -9%
SI
145
Stephens Inc
Arkansas
$305K -$245K -2,627 -45%
BFA
146
Beacon Financial Advisory
Ohio
$300K -$1.86K -20 -0.6%
Citadel Advisors
147
Citadel Advisors
Florida
$298K +$297K +3,184 New
NB
148
NBT Bank
New York
$291K -$20.5K -220 -7%
LAS
149
Legacy Advisory Services
Pennsylvania
$291K +$5.12K +55 +2%
CASC
150
Coppell Advisory Solutions Corp
Texas
$288K +$287K +3,082 New

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.