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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
MAWCM
176
Mine & Arao Wealth Creation & Management
California
$58K
MCC
177
Money Concepts Capital
Florida
$57K +$38.9K +402 +212%
SBL
178
Sargent Bickham Lagudis
Colorado
$55K -$284K -2,937 -84%
BLC
179
Brown, Lisle/Cummings
Rhode Island
$54.8K
FWM
180
Focused Wealth Management
New York
$48K +$193 +2 +0.4%
BAM
181
Bellevue Asset Management
Washington
$38K -$4.83K -50 -11%
FDCDDQ
182
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.5K +$8.6K +89 +33%
SWM
183
Spire Wealth Management
Virginia
$34K -$3.19K -33 -9%
AWM
184
Avior Wealth Management
Nebraska
$33K -$57.5K -595 -63%
AIM
185
Astor Investment Management
Illinois
$33K +$97 +1 +0.3%
CFGS
186
Concourse Financial Group Securities
Alabama
$33K +$3.77K +39 +13%
WB
187
Webster Bank
Connecticut
$29K
CFD
188
Creative Financial Designs
Indiana
$28K +$193 +2 +0.7%
DWMG
189
DB Wealth Management Group
California
$27K
GEA
190
Glen Eagle Advisors
New Jersey
$24.9K
BAM
191
Baldrige Asset Management
Pennsylvania
$24K
FAG
192
Fortitude Advisory Group
Washington
$24K +$15.8K +163 +187%
ACA
193
Aptus Capital Advisors
Alabama
$21K -$64.4K -666 -76%
Fidelity Investments
194
Fidelity Investments
Massachusetts
$21K -$1.35K -14 -6%
UB
195
UMB Bank
Missouri
$19K +$18.8K +195 New
BWM
196
BerganKDV Wealth Management
Minnesota
$18K
MA
197
MUFG Americas
New York
$18K
VRM
198
Vectors Research Management
New York
$17K
GI
199
Gradient Investments
Minnesota
$16K -$5.32K -55 -25%
PP
200
Pacifica Partners
Canada
$16K

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.