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

236 hedge funds and large institutions have $763M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 93 increasing their positions, 75 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)

24% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 75

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

0% more funds holding

Funds holding: 236236 (0)

4.3% less ownership

Funds ownership: 61.93%57.63% (-4.3%)

11% less capital invested

Capital invested by funds: $860M → $763M (-$96.8M)

Holders
236
Holders Change
Holders Change %
0%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
28
Increased
93
Reduced
75
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
176
MAI Capital Management
Ohio
$129K +$130K +1,380 New
CPA
177
Cardiff Park Advisors
California
$115K
JFGIW
178
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$109K +$30.7K +325 +39%
DIP
179
DT Investment Partners
Pennsylvania
$104K
RPA
180
Redwood Park Advisors
California
$102K +$103K +1,091 New
CA
181
Continuum Advisory
Idaho
$88.3K -$3.88K -41 -4%
WT
182
Whittier Trust
California
$86.8K
CAS
183
Coppell Advisory Solutions
Texas
$81.1K -$5.11K -54 -6%
ZB
184
Zions Bancorporation
Utah
$79.6K -$135K -1,430 -63%
GRP
185
Global Retirement Partners
California
$72.1K +$52.3K +553 +255%
CTWM
186
Cherry Tree Wealth Management
Minnesota
$68.7K
DWM
187
Dogwood Wealth Management
Kansas
$67K -$68.3K -722 -50%
MFS
188
Mattson Financial Services
Michigan
$66.7K +$20K +211 +43%
MFC
189
Mechanics Financial Corp
Ohio
$64.1K
EWA
190
EverSource Wealth Advisors
Alabama
$57.7K +$95 +1 +0.2%
EW
191
Element Wealth
Mississippi
$57.6K +$95 +1 +0.2%
HT
192
Headlands Technologies
Illinois
$54.2K +$54.7K +579 New
BLC
193
Brown, Lisle/Cummings
Rhode Island
$53.4K
CAL
194
Capital Advisors Ltd
Ohio
$47K
CFGS
195
Concourse Financial Group Securities
Alabama
$42.5K +$2.36K +25 +6%
William Blair & Company
196
William Blair & Company
Illinois
$30.4K
MM
197
Main Management
California
$30K
CFD
198
Creative Financial Designs
Indiana
$29.1K +$473 +5 +2%
BCWM
199
Bartlett & Co Wealth Management
Ohio
$28.3K
BAM
200
Bellevue Asset Management
Washington
$22.5K

HYS Hedge Fund Activity: Q4 2024 in Review

236 of the 7,592 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 Q4 2024, worth a combined $763M — down 11% from $860M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new HYS positions and 23 closed out — a net gain of 5 holders — while 93 added to existing stakes and 75 trimmed.

The largest buyer was Mid-American Wealth Advisory Group, adding an estimated $27.2M. The largest seller was JP Morgan Chase, cutting an estimated $63.3M.

  • 236 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $763M of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q4 2024, down 11% quarter-over-quarter.
  • 28 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q4 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 Q4 2024 was Mid-American Wealth Advisory Group, an estimated $27.2M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q4 2024 was JP Morgan Chase, an estimated $63.3M sold.

Based on aggregated 13F filings for Q4 2024.