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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
BWS
151
Buck Wealth Strategies
Colorado
$288K +$286K +3,076 New
SHJ
152
Sharkey, Howes & Javer
Colorado
$288K
ACP
153
Aveo Capital Partners
Colorado
$285K -$51K -548 -15%
CAG
154
Csenge Advisory Group
Florida
$284K -$23.6K -253 -8%
SCA
155
Stokes Capital Advisors
South Carolina
$272K +$271K +2,909 New
Kayne Anderson Rudnick Investment Management
156
Kayne Anderson Rudnick Investment Management
California
$271K +$4.75K +51 +2%
GHAM
157
Gilman Hill Asset Management
Connecticut
$262K
Comerica Bank
158
Comerica Bank
Texas
$256K -$17.8K -191 -7%
RC
159
Roundview Capital
New Jersey
$243K -$1.12M -12,009 -82%
CAM
160
Crestone Asset Management
Colorado
$237K -$110K -1,179 -32%
WS
161
Wedbush Securities
California
$218K -$52K -558 -19%
AAS
162
Ameritas Advisory Services
Nebraska
$210K +$559 +6 +0.3%
PI
163
PFG Investments
New York
$207K +$206K +2,215 New
OC
164
Oppenheimer & Co
New York
$206K -$46.5K -499 -18%
CPRC
165
Consolidated Portfolio Review Corp
New York
$204K -$3.07K -33 -1%
CASB
166
Cape Ann Savings Bank
Massachusetts
$202K -$37.9K -407 -16%
HIM
167
Hillsdale Investment Management
Ontario, Canada
$202K
Koshinski Asset Management
168
Koshinski Asset Management
Illinois
$200K +$200K +2,144 New
FSWA
169
Financial Synergies Wealth Advisors
Texas
$177K +$177K +1,897 New
KFI
170
Key Financial Inc
Pennsylvania
$177K
GWM
171
Geneos Wealth Management
Colorado
$171K -$114K -1,227 -40%
DWM
172
Dogwood Wealth Management
Kansas
$135K -$56.9K -611 -30%
CPA
173
Cardiff Park Advisors
California
$115K
DIP
174
DT Investment Partners
Pennsylvania
$104K -$279 -3 -0.3%
WT
175
Whittier Trust
California
$95.3K

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.