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

239 hedge funds and large institutions have $995M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 75 increasing their positions, 94 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

1.01% more ownership

Funds ownership: 64.04%65.05% (+1%)

9% less funds holding

Funds holding: 263239 (-24)

15% less capital invested

Capital invested by funds: $1.18B → $995M (-$181M)

20% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 94

42% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 45

Holders
239
Holders Change
-24
Holders Change %
-9.13%
% of All Funds
3.77%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
26
Increased
75
Reduced
94
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SYBT
151
Stock Yards Bank & Trust
Kentucky
$227K
CWM
152
Cabot Wealth Management
Massachusetts
$226K -$444K -4,597 -66%
GWM
153
Geneos Wealth Management
Colorado
$224K -$47.5K -491 -17%
AAS
154
Ameritas Advisory Services
Nebraska
$216K -$66.7K -690 -24%
PWMAG
155
Pinnacle Wealth Management Advisory Group
New Jersey
$211K +$8.7K +90 +4%
Janney Montgomery Scott
156
Janney Montgomery Scott
Pennsylvania
$203K -$5.03K -52 -2%
IWC
157
Integrated Wealth Concepts
Massachusetts
$203K -$4.54K -47 -2%
CAL
158
Capital Advisors Ltd
Ohio
$173K
WWM
159
Wolff Wiese Magana
California
$161K +$2.42K +25 +2%
Koshinski Asset Management
160
Koshinski Asset Management
Illinois
$150K -$20.9K -216 -12%
CF
161
Centaurus Financial
California
$142K -$8.02K -83 -5%
CPA
162
Cardiff Park Advisors
California
$126K
CHA
163
Carmichael Hill & Associates
Maryland
$121K
CAPTRUST Financial Advisors
164
CAPTRUST Financial Advisors
North Carolina
$118K -$1.06K -11 -0.9%
CIR
165
Clear Investment Research
Georgia
$118K +$153K +1,580 +283%
MPWT
166
MassMutual Private Wealth & Trust
Connecticut
$110K +$1.45K +15 +1%
MIFH
167
Migdal Insurance & Financial Holdings
Israel
$110K +$101K +1,050 +1,167%
WT
168
Whittier Trust
California
$98K
Franklin Resources
169
Franklin Resources
California
$80K +$76.4K +790 +1,717%
BC
170
Bartlett & Co
Ohio
$77K +$77.3K +800 New
BCWM
171
Bartlett & Co Wealth Management
Ohio
$77K +$77.3K +800 New
FA
172
Faithward Advisors
Pennsylvania
$75K
KFI
173
Key Financial Inc
Pennsylvania
$73K +$19K +197 +35%
Creative Planning
174
Creative Planning
Kansas
$72K +$71.8K +743 New
GRP
175
Global Retirement Partners
California
$60K +$63.3K +655 New

HYS Hedge Fund Activity: Q1 2022 in Review

239 of the 6,340 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 2022, worth a combined $995M — down 15% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of HYS and 26 opened new positions — a net loss of 19 holders — while 94 trimmed existing stakes and 75 added.

The largest buyer was Bank of Montreal, adding an estimated $16.7M. The largest seller was Clark Capital Management Group, cutting an estimated $45.1M.

  • 239 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q1 2022, down from 263 in Q4 2021.
  • Funds reported $995M of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q1 2022, down 15% quarter-over-quarter.
  • 26 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q1 2022 and 45 closed out, a net change of -19 holders.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q1 2022 was Bank of Montreal, an estimated $16.7M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q1 2022 was Clark Capital Management Group, an estimated $45.1M sold.

Based on aggregated 13F filings for Q1 2022.