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

230 hedge funds and large institutions have $874M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 89 increasing their positions, 69 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 69

15% more capital invested

Capital invested by funds: $763M → $874M (+$111M)

1.14% more ownership

Funds ownership: 57.63%58.76% (+1.1%)

7% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 28

3% less funds holding

Funds holding: 236230 (-6)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
230
Holders Change
-6
Holders Change %
-2.54%
% of All Funds
3.08%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
26
Increased
89
Reduced
69
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
126
Level Four Advisory Services
Texas
$497K +$76.8K +813 +18%
VFA
127
Valeo Financial Advisors
Indiana
$494K
RRWA
128
Rainey & Randall Wealth Advisors
Florida
$491K +$755 +8 +0.2%
BWA
129
Burt Wealth Advisors
Maryland
$431K +$44.5K +471 +11%
FFA
130
Farther Finance Advisors
California
$415K +$103K +1,086 +32%
GWP
131
Gateway Wealth Partners
Wisconsin
$410K -$53.9K -571 -12%
SCA
132
Snowden Capital Advisors
New York
$396K
CFG
133
CKW Financial Group
Hawaii
$393K -$1.44M -15,216 -78%
RWM
134
Rialto Wealth Management
New York
$372K
AO
135
Advisor OS
Illinois
$372K -$94 -1 -0%
SPC
136
Sigma Planning Corp
Michigan
$352K -$8.97K -95 -2%
HA
137
Helium Advisors
Washington
$345K +$2.46K +26 +0.7%
JWBC
138
J.W. Burns & Co
New York
$338K -$94.5K -1,001 -22%
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
$335K +$9.44K +100 +3%
BBWP
140
Beacon Bridge Wealth Partners
Pennsylvania
$330K -$27.9K -295 -8%
PSCM
141
Per Stirling Capital Management
Texas
$329K -$159K -1,683 -32%
SFPG
142
Stonebridge Financial Planning Group
Florida
$329K
HIM
143
Hillsdale Investment Management
Ontario, Canada
$328K -$105K -1,110 -24%
DC
144
Davenport & Co
Virginia
$328K +$32.8K +347 +11%
ARC
145
Advisor Resource Council
Texas
$322K +$325K +3,441 New
LAS
146
Legacy Advisory Services
Pennsylvania
$314K +$5.57K +59 +2%
Cerity Partners
147
Cerity Partners
New York
$312K -$113K -1,200 -27%
KA
148
Kovack Advisors
Florida
$306K +$94 +1 +0%
SI
149
Stephens Inc
Arkansas
$306K
SA
150
Sanctuary Advisors
Indiana
$286K +$23.6K +250 +9%

HYS Hedge Fund Activity: Q1 2025 in Review

230 of the 7,459 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 2025, worth a combined $874M — up 15% from $763M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of HYS and 26 opened new positions — a net loss of 2 holders — while 69 trimmed existing stakes and 89 added.

The largest buyer was Allianz Asset Management, adding an estimated $65.3M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $9.1M sold.

  • 230 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q1 2025, down from 236 in Q4 2024.
  • Funds reported $874M of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q1 2025, up 15% quarter-over-quarter.
  • 26 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q1 2025 and 28 closed out, a net change of -2 holders.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q1 2025 was Allianz Asset Management, an estimated $65.3M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q1 2025 was Bank of Nova Scotia, an estimated $9.1M sold.

Based on aggregated 13F filings for Q1 2025.