We are live on ! Find out more
HYS icon

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

236 hedge funds and large institutions have $860M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 90 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

14% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 79

12% more capital invested

Capital invested by funds: $767M → $860M (+$92.4M)

4% more funds holding

Funds holding: 226236 (+10)

0.74% less ownership

Funds ownership: 62.66%61.93% (-0.74%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
236
Holders Change
+10
Holders Change %
+4.42%
% of All Funds
3.39%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
25
Increased
90
Reduced
79
Closed
14
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
$80.1M +$75.6M +804,436 +2,364%
Morgan Stanley
2
Morgan Stanley
New York
$72.1M +$12M +128,018 +20%
AssetMark Inc
3
AssetMark Inc
California
$63.6M -$2.23M -23,739 -3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$54.2M +$1.87M +19,893 +4%
Allianz Asset Management
5
Allianz Asset Management
Germany
$40.5M +$25.2M +267,897 +172%
UBS Group
6
UBS Group
Switzerland
$36.3M -$533K -5,671 -1%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$29.4M +$1.01M +10,798 +4%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$25.7M +$188 +2 +0%
Bank of Nova Scotia
9
Bank of Nova Scotia
Ontario, Canada
$23.8M -$4.65M -49,490 -17%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$23.7M -$13.9M -147,501 -37%
FMP
11
Financial Management Professionals
Texas
$19.9M +$1.25M +13,303 +7%
OIA
12
OneDigital Investment Advisors
Kansas
$16.1M +$870K +9,266 +6%
WFA
13
West Financial Advisors
Iowa
$13.2M +$6.52M +69,408 +100%
CCM
14
Condor Capital Management
New Jersey
$13.1M +$428K +4,562 +3%
LPL Financial
15
LPL Financial
California
$12.8M +$1.21M +12,890 +11%
RWB
16
RMR Wealth Builders
New Jersey
$12.1M +$1.28M +13,622 +12%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$12.1M -$765K -8,141 -6%
TPCW
18
TD Private Client Wealth
New York
$11.9M +$1.41M +15,008 +14%
Bank of America
19
Bank of America
North Carolina
$11.1M -$2.76M -29,418 -20%
Wells Fargo
20
Wells Fargo
California
$10.3M +$243K +2,591 +2%
Man Group
21
Man Group
United Kingdom
$10.3M +$225K +2,398 +2%
CMAI
22
Capital Management Associates Inc
Minnesota
$10.2M +$933K +9,933 +10%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$9.51M +$3.23M +34,369 +53%
SA
24
Strategic Advocates
Utah
$9.04M +$687K +7,319 +8%
Ameriprise
25
Ameriprise
Minnesota
$8.22M -$88.7K -944 -1%

HYS Hedge Fund Activity: Q3 2024 in Review

236 of the 6,964 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 Q3 2024, worth a combined $860M — up 12% from $767M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HYS positions and 14 closed out — a net gain of 11 holders — while 90 added to existing stakes and 79 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $75.6M. The largest seller was Jane Street, cutting an estimated $22.9M.

  • 236 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q3 2024, up from 226 in Q2 2024.
  • Funds reported $860M of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q3 2024, up 12% quarter-over-quarter.
  • 25 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q3 2024 and 14 closed out, a net change of +11 holders.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q3 2024 was JP Morgan Chase, an estimated $75.6M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q3 2024 was Jane Street, an estimated $22.9M sold.

Based on aggregated 13F filings for Q3 2024.