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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
FDCDDQ
201
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.8K -$2.05K -22 -9%
GRP
202
Global Retirement Partners
California
$17.9K +$186 +2 +1%
WPWM
203
Western Pacific Wealth Management
Illinois
$17.9K +$17.8K +191 New
SWM
204
Spire Wealth Management
Virginia
$16.5K
PP
205
Pacifica Partners
Canada
$16.3K +$279 +3 +2%
CA
206
CoreCap Advisors
Michigan
$15.6K +$15.6K +167 New
IA
207
IFP Advisors
Florida
$13.7K -$79.5K -854 -85%
ACA
208
Aptus Capital Advisors
Alabama
$12.2K -$661K -7,097 -98%
TFGT
209
TS Financial Group (TSFG)
Illinois
$12K +$93 +1 +0.8%
WIM
210
Westside Investment Management
California
$11.8K
SWM
211
Sanctuary Wealth Management
Idaho
$10.2K +$93 +1 +0.9%
BONH
212
Bank of New Hampshire
New Hampshire
$9.26K
RIA
213
Realta Investment Advisors
Delaware
$7.01K +$6.99K +75 New
PA
214
Parallel Advisors
California
$5.7K
TRCT
215
Tower Research Capital (TRC)
New York
$4.49K
SPIA
216
Steward Partners Investment Advisory
New York
$4.02K
SS
217
Sunbelt Securities
Texas
$3.95K +$93 +1 +2%
SAM
218
Smartleaf Asset Management
Massachusetts
$3.65K
APC
219
Aspire Private Capital
North Carolina
$2.71K
HGERS
220
Householder Group Estate & Retirement Specialist
Arizona
$2.15K
FIM
221
FWL Investment Management
Texas
$1.87K
CA
222
Crewe Advisors
Utah
$1.59K +$1.58K +17 New
HCM
223
Hollencrest Capital Management
California
$1.59K
RWPA
224
Richard W. Paul & Associates
Michigan
$1.31K
PS
225
Principal Securities
Iowa
$1.12K

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.