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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
CA
176
Continuum Advisory
Idaho
$87.4K +$87.8K +943 New
EWP
177
Elevation Wealth Partners
California
$72.4K
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$71.2K +$5.68K +61 +9%
CTWM
179
Cherry Tree Wealth Management
Minnesota
$68.5K
FFA
180
Farther Finance Advisors
California
$68.3K -$11.4K -122 -14%
HI
181
Harbour Investments
Wisconsin
$62.4K +$9.78K +105 +19%
NS
182
NBC Securities
Alabama
$61K
CHA
183
Carmichael Hill & Associates
Maryland
$60.7K -$29.2K -314 -33%
EW
184
Element Wealth
Mississippi
$57.1K +$186 +2 +0.3%
William Blair & Company
185
William Blair & Company
Illinois
$55.1K +$28.8K +309 +110%
BLC
186
Brown, Lisle/Cummings
Rhode Island
$53.3K
CAL
187
Capital Advisors Ltd
Ohio
$47K -$48.1K -516 -50%
BFEC
188
Benjamin F. Edwards & Company
Missouri
$45K
CFGS
189
Concourse Financial Group Securities
Alabama
$39.5K
MAWCM
190
Mine & Arao Wealth Creation & Management
California
$38K
AWM
191
Avior Wealth Management
Nebraska
$34.3K +$1.96K +21 +6%
FHA
192
First Horizon Advisors
Tennessee
$33.5K
EWA
193
EverSource Wealth Advisors
Alabama
$31.9K +$10.3K +111 +47%
MM
194
Main Management
California
$30K
WB
195
Webster Bank
Connecticut
$28.5K
BCWM
196
Bartlett & Co Wealth Management
Ohio
$28K
CFD
197
Creative Financial Designs
Indiana
$27.5K -$3.63K -39 -12%
CIA
198
Cape Investment Advisory
Georgia
$23.8K +$2.14K +23 +10%
BAM
199
Bellevue Asset Management
Washington
$22.4K
GEA
200
Glen Eagle Advisors
New Jersey
$21.8K

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.