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

215 hedge funds and large institutions have $702M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 71 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $682M → $702M (+$20.2M)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

0% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 26

3% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 71

1% less funds holding

Funds holding: 218 → 215 (-3)

1.84% less ownership

Funds ownership: 59.53% → 57.69% (-1.8%)

Holders
215
Holders Change
-3
Holders Change %
-1.38%
% of All Funds
3.7%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
26
Increased
69
Reduced
71
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$25.6M
2
ACM
Advisors Capital Management
New Jersey
+$23.8M
3
AssetMark Inc
AssetMark Inc
California
+$7.5M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$4.05M
5
OMC
Old Mission Capital
Illinois
+$3.06M

Top Sellers

1
Jane Street
Jane Street
New York
-$41.7M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$11.4M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$3.98M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.57M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
151
Cardiff Park Advisors
California
$115K – – –
CHA
152
Carmichael Hill & Associates
Maryland
$110K – – –
WT
153
Whittier Trust
California
$89K – – –
MIFH
154
Migdal Insurance & Financial Holdings
Israel
$71K +$19K +210 +35%
CIR
155
Clear Investment Research
Georgia
$70K -$5.34K -59 -7%
BC
156
Bartlett & Co
Ohio
$70K – – –
BCWM
157
Bartlett & Co Wealth Management
Ohio
$69.9K – – –
FA
158
Faithward Advisors
Pennsylvania
$68K – – –
SWM
159
Selective Wealth Management
Virginia
$66K – – –
GRP
160
Global Retirement Partners
California
$59K – – –
ACA
161
Aptus Capital Advisors
Alabama
$57K – – –
KFI
162
Key Financial Inc
Pennsylvania
$53K – – –
MAWCM
163
Mine & Arao Wealth Creation & Management
California
$53K – – –
BLC
164
Brown, Lisle/Cummings
Rhode Island
$49.8K – – –
SPIA
165
Steward Partners Investment Advisory
New York
$46K -$282K -3,114 -86%
FWM
166
Focused Wealth Management
New York
$44K +$453 +5 +1%
BFEC
167
Benjamin F. Edwards & Company
Missouri
$42K – – –
CSPAM
168
Cary Street Partners Asset Management
Virginia
$38K -$622K -6,866 -94%
CFGS
169
Concourse Financial Group Securities
Alabama
$37K +$7.42K +82 +24%
AF
170
Advisornet Financial
Minnesota
$36K +$37.6K +415 New
SCA
171
Stonebridge Capital Advisors
Minnesota
$36K +$37.6K +415 New
BAM
172
Bellevue Asset Management
Washington
$34K – – –
GI
173
Gradient Investments
Minnesota
$33K +$19.9K +220 +136%
FDCDDQ
174
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.4K – – –
AWM
175
Avior Wealth Management
Nebraska
$30K – – –
5 6
7
8 9

HYS Hedge Fund Activity: Q3 2022 in Review

215 of the 5,805 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 Q3 2022, worth a combined $702M — up 3% from $682M a quarter earlier.

Fund positioning in HYS was balanced in Q3 2022: 26 funds opened new positions, 26 closed out, 69 added to existing stakes and 71 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $25.6M. The largest seller was Jane Street, cutting an estimated $41.7M.

  • 215 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q3 2022, down from 218 in Q2 2022.
  • Funds reported $702M of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q3 2022, up 3% quarter-over-quarter.
  • 26 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q3 2022 and 26 closed out, a net change of 0 holders.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q3 2022 was JP Morgan Chase, an estimated $25.6M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q3 2022 was Jane Street, an estimated $41.7M sold.

Based on aggregated 13F filings for Q3 2022.