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

236 hedge funds and large institutions have $860M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 90 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

14% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 79

12% more capital invested

Capital invested by funds: $767M → $860M (+$92.4M)

4% more funds holding

Funds holding: 226236 (+10)

0.74% less ownership

Funds ownership: 62.66%61.93% (-0.74%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
236
Holders Change
+10
Holders Change %
+4.42%
% of All Funds
3.39%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
25
Increased
90
Reduced
79
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
176
Dogwood Wealth Management
Kansas
$137K +$11.3K +120 +9%
WOSD
177
WFA of San Diego
California
$135K
GWM
178
Geneos Wealth Management
Colorado
$132K +$11.7K +125 +10%
CPA
179
Cardiff Park Advisors
California
$117K
DIP
180
DT Investment Partners
Pennsylvania
$106K
CA
181
Continuum Advisory
Idaho
$92.8K +$3.85K +41 +4%
WT
182
Whittier Trust
California
$88.5K -$8.64K -92 -9%
CAS
183
Coppell Advisory Solutions
Texas
$87.4K -$103K -1,101 -55%
JFGIW
184
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$78.9K +$77.6K +826 New
CTWM
185
Cherry Tree Wealth Management
Minnesota
$70K
MFC
186
Mechanics Financial Corp
Ohio
$65.3K -$153K -1,634 -70%
AWA
187
Authentikos Wealth Advisory
California
$62.2K -$4.51M -48,053 -99%
NS
188
NBC Securities
Alabama
$61K
EWA
189
EverSource Wealth Advisors
Alabama
$58.8K
EW
190
Element Wealth
Mississippi
$58.6K +$188 +2 +0.3%
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
$58.2K -$16.4M -175,000 -100%
Jones Financial Companies
192
Jones Financial Companies
Missouri
$55.2K +$29K +309 +115%
BLC
193
Brown, Lisle/Cummings
Rhode Island
$54.4K
CAL
194
Capital Advisors Ltd
Ohio
$48K
MFS
195
Mattson Financial Services
Michigan
$45.1K
CFGS
196
Concourse Financial Group Securities
Alabama
$40.4K
CHA
197
Carmichael Hill & Associates
Maryland
$35K -$3.29K -35 -9%
AWM
198
Avior Wealth Management
Nebraska
$35K
William Blair & Company
199
William Blair & Company
Illinois
$30.9K -$1.5K -16 -5%
MM
200
Main Management
California
$30K

HYS Hedge Fund Activity: Q3 2024 in Review

236 of the 6,964 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 2024, worth a combined $860M — up 12% from $767M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HYS positions and 14 closed out — a net gain of 11 holders — while 90 added to existing stakes and 79 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $75.6M. The largest seller was Jane Street, cutting an estimated $22.9M.

  • 236 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q3 2024, up from 226 in Q2 2024.
  • Funds reported $860M of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q3 2024, up 12% quarter-over-quarter.
  • 25 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q3 2024 and 14 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 2024 was JP Morgan Chase, an estimated $75.6M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q3 2024 was Jane Street, an estimated $22.9M sold.

Based on aggregated 13F filings for Q3 2024.