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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
JP Morgan Chase
1
JP Morgan Chase
New York
$122M +$59.1M +634,032 +94%
AssetMark Inc
2
AssetMark Inc
California
$61.7M -$3.62M -38,916 -6%
Morgan Stanley
3
Morgan Stanley
New York
$56.1M -$55.2M -592,889 -50%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$49.5M -$3.1M -33,294 -6%
UBS Group
5
UBS Group
Switzerland
$43.3M +$5.69M +61,067 +15%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$38.3M -$84K -902 -0.2%
GI
7
Gradient Investments
Minnesota
$29.8M -$615K -6,599 -2%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$26.8M +$5.14M +55,229 +24%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$25.4M +$232K +2,492 +0.9%
Bank of America
10
Bank of America
North Carolina
$20.7M +$412K +4,421 +2%
LAS
11
Lloyd Advisory Services
Georgia
$20.4M +$50.4M +541,524 New
FMP
12
Financial Management Professionals
Texas
$16.7M +$485K +5,209 +3%
Allianz Asset Management
13
Allianz Asset Management
Germany
$16.4M -$6.79M -72,860 -29%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$13.6M -$3.13M -33,602 -19%
OIA
15
OneDigital Investment Advisors
Kansas
$13M +$864K +9,275 +7%
Bank of Nova Scotia
16
Bank of Nova Scotia
Ontario, Canada
$12.8M +$12.8M +137,101 New
CCM
17
Condor Capital Management
New Jersey
$11.8M +$988K +10,606 +9%
Man Group
18
Man Group
United Kingdom
$11.6M +$3.59M +38,566 +45%
LPL Financial
19
LPL Financial
California
$10.9M -$780K -8,370 -7%
Ameriprise
20
Ameriprise
Minnesota
$10.8M -$2.96M -31,758 -21%
RWB
21
RMR Wealth Builders
New Jersey
$9.86M +$1.04M +11,217 +12%
Osaic Holdings
22
Osaic Holdings
Arizona
$9.44M -$14.7M -158,179 -61%
Wells Fargo
23
Wells Fargo
California
$9.29M +$482K +5,174 +5%
GLLW
24
Graves Light Lenhart Wealth
Virginia
$9.09M +$958K +10,288 +12%
TPCW
25
TD Private Client Wealth
New York
$8.26M +$2.75M +29,494 +50%

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.