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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
FDCDDQ
201
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.9K
FHA
202
First Horizon Advisors
Tennessee
$20.7K
PP
203
Pacifica Partners
Canada
$17.2K +$284 +3 +2%
HI
204
Harbour Investments
Wisconsin
$17.1K -$7.09K -75 -29%
NWWA
205
New Wave Wealth Advisors
Arkansas
$14K +$14.1K +149 New
PA
206
Parallel Advisors
California
$12.4K +$6.71K +71 +116%
CIA
207
Cape Investment Advisory
Georgia
$12K -$10.4K -110 -46%
WIM
208
Westside Investment Management
California
$11.8K
SWM
209
Sanctuary Wealth Management
Idaho
$10.6K +$95 +1 +0.9%
NCM
210
Northwest Capital Management
Oregon
$10.5K -$137K -1,451 -93%
AG
211
AmeriFlex Group
Nevada
$9.39K +$9.36K +99 New
BONH
212
Bank of New Hampshire
New Hampshire
$9.27K
PSFG
213
Park Square Financial Group
Georgia
$8.53K +$8.6K +91 New
PS
214
Principal Securities
Iowa
$7.78K +$7.85K +83 New
TFGT
215
TS Financial Group (TSFG)
Illinois
$7K +$95 +1 +1%
IA
216
IFP Advisors
Florida
$6.18K
WB
217
Webster Bank
Connecticut
$5.15K
EWP
218
Elevation Wealth Partners
California
$5.06K
TRCT
219
Tower Research Capital (TRC)
New York
$4.5K -$946 -10 -17%
BTI
220
Blue Trust Inc
Georgia
$4.31K
TC
221
Truvestments Capital
Florida
$4.31K +$4.35K +46 New
SS
222
Sunbelt Securities
Texas
$4.21K +$95 +1 +2%
SPIA
223
Steward Partners Investment Advisory
New York
$4.03K
SAM
224
Smartleaf Asset Management
Massachusetts
$3.67K
AIM
225
Astor Investment Management
Illinois
$3.56K

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.