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

226 hedge funds and large institutions have $767M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 75 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

0% more funds holding

Funds holding: 225 → 226 (+1)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

8.65% less ownership

Funds ownership: 71.31% → 62.66% (-8.6%)

12% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 85

15% less capital invested

Capital invested by funds: $902M → $767M (-$134M)

Holders
226
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.26%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
28
Increased
75
Reduced
85
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$22M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$16.2M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$15M
4
AWA
Authentikos Wealth Advisory
California
+$4.5M
5
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
+$3.45M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$118M
2
GI
Gradient Investments
Minnesota
-$23.6M
3
LAS
Lloyd Advisory Services
Georgia
-$20.4M
4
UBS Group
UBS Group
Switzerland
-$7.22M
5
Bank of America
Bank of America
North Carolina
-$7M
Name Holding Trade Value Shares
Change 		Change in
Stake
IP
126
Intellectus Partners
California
$390K -$19.1K -206 -5%
AO
127
Advisor OS
Illinois
$389K – – –
SCA
128
Snowden Capital Advisors
New York
$389K +$2.13K +23 +0.6%
KAS
129
Kestra Advisory Services
Texas
$388K +$24.7K +267 +7%
SFS
130
Security Financial Services
Indiana
$363K +$363K +3,920 New
AF
131
Allworth Financial
California
$354K -$447K -4,838 -56%
RL
132
Rogco LP
Oklahoma
$336K -$134K -1,449 -29%
FIA
133
Foundations Investment Advisors
Arizona
$329K +$5.09K +55 +2%
BWA
134
Burt Wealth Advisors
Maryland
$325K -$49.7K -537 -13%
LFAS
135
Level Four Advisory Services
Texas
$315K -$92.5K -1,000 -23%
National Bank of Canada
136
National Bank of Canada
Quebec, Canada
$312K -$19.9K -215 -6%
SPC
137
Sigma Planning Corp
Michigan
$310K -$370 -4 -0.1%
KA
138
Kovack Advisors
Florida
$308K +$308K +3,328 New
SC
139
Scotia Capital
Ontario, Canada
$306K +$305K +3,298 New
SI
140
Stephens Inc
Arkansas
$302K – – –
MWP
141
Madison Wealth Partners
Wisconsin
$300K -$2.31K -25 -0.8%
SA
142
Sanctuary Advisors
Indiana
$298K +$299K +3,229 New
LAS
143
Legacy Advisory Services
Pennsylvania
$294K +$5.46K +59 +2%
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$283K +$282K +3,048 New
ACP
145
Aveo Capital Partners
Colorado
$280K -$3.98K -43 -1%
CAG
146
Csenge Advisory Group
Florida
$279K -$2.96K -32 -1%
SCA
147
Stokes Capital Advisors
South Carolina
$277K +$6.94K +75 +3%
Kayne Anderson Rudnick Investment Management
148
Kayne Anderson Rudnick Investment Management
California
$274K +$5.18K +56 +2%
PFG
149
Peterson Financial Group
Iowa
$274K +$273K +2,955 New
Susquehanna International Group
150
Susquehanna International Group
Pennsylvania
$267K -$1.33M -14,388 -83%
4 5
6
7 8

HYS Hedge Fund Activity: Q2 2024 in Review

226 of the 6,924 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 2024, worth a combined $767M — down 15% from $902M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new HYS positions and 23 closed out — a net gain of 5 holders — while 75 added to existing stakes and 85 trimmed.

The largest buyer was Jane Street, adding an estimated $22M. The largest seller was JP Morgan Chase, cutting an estimated $118M.

  • 226 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q2 2024, up from 225 in Q1 2024.
  • Funds reported $767M of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q2 2024, down 15% quarter-over-quarter.
  • 28 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q2 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 Q2 2024 was Jane Street, an estimated $22M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q2 2024 was JP Morgan Chase, an estimated $118M sold.

Based on aggregated 13F filings for Q2 2024.