We are live on ! Find out more
HYS icon

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

234 hedge funds and large institutions have $732M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 95 increasing their positions, 74 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

28% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 74

11% more capital invested

Capital invested by funds: $659M → $732M (+$73M)

3% more funds holding

Funds holding: 227234 (+7)

2.76% more ownership

Funds ownership: 59.43%62.19% (+2.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $78K

Holders
234
Holders Change
+7
Holders Change %
+3.08%
% of All Funds
3.71%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
30
Increased
95
Reduced
74
Closed
19
Calls
Puts
$78K
Net Calls
-$78K
Net Calls Change
-$78K
Name Holding Trade Value Shares
Change
Change in
Stake
EW
176
Element Wealth
Mississippi
$94.2K +$727 +8 +0.8%
CHA
177
Carmichael Hill & Associates
Maryland
$92K
WT
178
Whittier Trust
California
$92K
GBT
179
Grove Bank & Trust
Florida
$90.3K +$90.8K +1,000 New
AIA
180
Armor Investment Advisors
North Carolina
$80.6K -$2.73K -30 -3%
CTWM
181
Cherry Tree Wealth Management
Minnesota
$66.2K -$132K -1,457 -67%
NS
182
NBC Securities
Alabama
$58K +$58.9K +649 New
HI
183
Harbour Investments
Wisconsin
$57.4K -$89K -980 -61%
BLC
184
Brown, Lisle/Cummings
Rhode Island
$51.5K
FWM
185
Focused Wealth Management
New York
$47.8K +$454 +5 +1%
BFEC
186
Benjamin F. Edwards & Company
Missouri
$43K +$91 +1 +0.2%
USB
187
Union Savings Bank
Connecticut
$42.9K +$43.1K +475 New
FHA
188
First Horizon Advisors
Tennessee
$39.4K +$21K +231 +113%
CFGS
189
Concourse Financial Group Securities
Alabama
$38.2K
MAWCM
190
Mine & Arao Wealth Creation & Management
California
$36.8K
BAM
191
Bellevue Asset Management
Washington
$35.2K
SCM
192
SevenOneSeven Capital Management
Pennsylvania
$34.9K -$25.4K -280 -42%
AWM
193
Avior Wealth Management
Nebraska
$31.2K
CFD
194
Creative Financial Designs
Indiana
$29.7K +$454 +5 +2%
William Blair & Company
195
William Blair & Company
Illinois
$27.7K +$6.99K +77 +33%
WB
196
Webster Bank
Connecticut
$27.5K
BCWM
197
Bartlett & Co Wealth Management
Ohio
$27.1K -$4.81K -53 -15%
BC
198
Bartlett & Co
Ohio
$27K -$4.81K -53 -15%
DWMG
199
DB Wealth Management Group
California
$26.2K
GEA
200
Glen Eagle Advisors
New Jersey
$22.5K

HYS Hedge Fund Activity: Q3 2023 in Review

234 of the 6,301 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 2023, worth a combined $732M — up 11% from $659M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new HYS positions and 19 closed out — a net gain of 11 holders — while 95 added to existing stakes and 74 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $14.2M. The largest seller was Ocean Park Asset Management, cutting an estimated $12.1M.

  • 234 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q3 2023, up from 227 in Q2 2023.
  • Funds reported $732M of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q3 2023, up 11% quarter-over-quarter.
  • 30 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q3 2023 and 19 closed out, a net change of +11 holders.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q3 2023 was Osaic Holdings, an estimated $14.2M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q3 2023 was Ocean Park Asset Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q3 2023.