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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
BFA
151
Beacon Financial Advisory
Ohio
$259K -$38.4K -415 -13%
GHAM
152
Gilman Hill Asset Management
Connecticut
$255K -$4.62K -50 -2%
Pathstone Holdings
153
Pathstone Holdings
New Jersey
$235K +$234K +2,534 New
RC
154
Roundview Capital
New Jersey
$230K -$11K -119 -5%
DTL
155
Dynamic Technology Lab
Singapore
$227K +$226K +2,448 New
IFG
156
Independent Financial Group
California
$222K +$222K +2,400 New
MFC
157
Mechanics Financial Corp
Ohio
$215K -$622K -6,724 -74%
AAS
158
Ameritas Advisory Services
Nebraska
$212K +$1.57K +17 +0.7%
ZB
159
Zions Bancorporation
Utah
$211K +$211K +2,280 New
AWA
160
Arete Wealth Advisors
Illinois
$208K +$207K +2,240 New
FSWA
161
Financial Synergies Wealth Advisors
Texas
$208K +$31.8K +344 +18%
Comerica Bank
162
Comerica Bank
Texas
$205K -$48.6K -525 -19%
CPRC
163
Consolidated Portfolio Review Corp
New York
$202K – – –
HIM
164
Hillsdale Investment Management
Ontario, Canada
$201K – – –
CAS
165
Coppell Advisory Solutions
Texas
$187K +$186K +2,016 New
FFA
166
Farther Finance Advisors
California
$182K +$114K +1,233 +167%
KFI
167
Key Financial Inc
Pennsylvania
$167K -$8.51K -92 -5%
NCM
168
Northwest Capital Management
Oregon
$145K -$291K -3,151 -67%
WOSD
169
WFA of San Diego
California
$131K +$131K +1,415 New
DWM
170
Dogwood Wealth Management
Kansas
$122K -$12K -130 -9%
GWM
171
Geneos Wealth Management
Colorado
$117K -$52.9K -572 -31%
CPA
172
Cardiff Park Advisors
California
$114K – – –
DIP
173
DT Investment Partners
Pennsylvania
$103K – – –
WT
174
Whittier Trust
California
$94.5K – – –
TFF
175
The Family Firm
Maryland
$89.3K +$89.1K +963 New
5 6
7
8 9

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.