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

226 hedge funds and large institutions have $767M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 75 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

0% more funds holding

Funds holding: 225 → 226 (+1)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

8.65% less ownership

Funds ownership: 71.31% → 62.66% (-8.6%)

12% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 85

15% less capital invested

Capital invested by funds: $902M → $767M (-$134M)

Holders
226
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.26%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
28
Increased
75
Reduced
85
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$22M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$16.2M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$15M
4
AWA
Authentikos Wealth Advisory
California
+$4.5M
5
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
+$3.45M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$118M
2
GI
Gradient Investments
Minnesota
-$23.6M
3
LAS
Lloyd Advisory Services
Georgia
-$20.4M
4
UBS Group
UBS Group
Switzerland
-$7.22M
5
Bank of America
Bank of America
North Carolina
-$7M
Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
201
Glen Eagle Advisors
New Jersey
$21.7K – – –
TWP
202
Triad Wealth Partners
Kansas
$21.1K +$21.1K +228 New
FDCDDQ
203
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.7K – – –
GRP
204
Global Retirement Partners
California
$18.4K +$647 +7 +4%
PP
205
Pacifica Partners
Canada
$16.5K +$277 +3 +2%
IA
206
IFP Advisors
Florida
$14.4K +$740 +8 +5%
WIM
207
Westside Investment Management
California
$11.7K – – –
SWM
208
Sanctuary Wealth Management
Idaho
$10.3K +$185 +2 +2%
BONH
209
Bank of New Hampshire
New Hampshire
$9.18K – – –
BFA
210
Brown Financial Advisors
Ohio
$8.25K +$8.23K +89 New
Fidelity Investments
211
Fidelity Investments
Massachusetts
$7.04K +$6.57K +71 +1,420%
TFGT
212
TS Financial Group (TSFG)
Illinois
$7K -$5.18K -56 -42%
RIA
213
Realta Investment Advisors
Delaware
$6.95K – – –
PA
214
Parallel Advisors
California
$5.66K – – –
EWP
215
Elevation Wealth Partners
California
$5.01K -$66.6K -720 -93%
TRCT
216
Tower Research Capital (TRC)
New York
$4.45K – – –
SS
217
Sunbelt Securities
Texas
$3.99K +$92 +1 +2%
SPIA
218
Steward Partners Investment Advisory
New York
$3.99K – – –
SAM
219
Smartleaf Asset Management
Massachusetts
$3.62K – – –
CP
220
Camelot Portfolios
Ohio
$3.34K +$3.33K +36 New
APC
221
Aspire Private Capital
North Carolina
$2.69K – – –
HGERS
222
Householder Group Estate & Retirement Specialist
Arizona
$2K – – –
FIM
223
FWL Investment Management
Texas
$1.85K – – –
OP
224
ORG Partners
Indiana
$1.66K +$1.67K +18 New
HCM
225
Hollencrest Capital Management
California
$1.58K – – –
7 8
9
10 11

HYS Hedge Fund Activity: Q2 2024 in Review

226 of the 6,924 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 Q2 2024, worth a combined $767M — down 15% from $902M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new HYS positions and 23 closed out — a net gain of 5 holders — while 75 added to existing stakes and 85 trimmed.

The largest buyer was Jane Street, adding an estimated $22M. The largest seller was JP Morgan Chase, cutting an estimated $118M.

  • 226 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q2 2024, up from 225 in Q1 2024.
  • Funds reported $767M of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q2 2024, down 15% quarter-over-quarter.
  • 28 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q2 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 Q2 2024 was Jane Street, an estimated $22M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q2 2024 was JP Morgan Chase, an estimated $118M sold.

Based on aggregated 13F filings for Q2 2024.