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

235 hedge funds and large institutions have $789M invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

53% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 64

6% more funds holding

Funds holding: 222235 (+13)

7% less capital invested

Capital invested by funds: $844M → $789M (-$55.5M)

23.71% less ownership

Funds ownership: 76.78%53.07% (-24%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
235
Holders Change
+13
Holders Change %
+5.86%
% of All Funds
3.08%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
33
Increased
98
Reduced
64
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$69.9M +$3.49M +36,760 +5%
AssetMark Inc
2
AssetMark Inc
California
$62.8M +$1.06M +11,126 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$51M +$755K +7,946 +2%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$31.9M +$1.54M +16,168 +5%
MAWAG
5
Mid-American Wealth Advisory Group
Missouri
$31.1M +$919K +9,674 +3%
LPL Financial
6
LPL Financial
California
$30.2M +$2.13M +22,370 +8%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$27.5M +$1.83M +19,266 +7%
OIA
8
OneDigital Investment Advisors
Kansas
$24.4M +$3.59M +37,791 +17%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$22.3M +$974K +10,254 +5%
FMP
10
Financial Management Professionals
Texas
$20.8M +$524K +5,511 +3%
UBS Group
11
UBS Group
Switzerland
$20.1M -$453K -4,772 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$18.2M +$569K +5,990 +3%
TPCW
13
TD Private Client Wealth
New York
$17.4M +$2.23M +23,486 +15%
Osaic Holdings
14
Osaic Holdings
Arizona
$17.2M +$235K +2,474 +1%
RWB
15
RMR Wealth Builders
New Jersey
$16.7M +$1.44M +15,143 +9%
Wells Fargo
16
Wells Fargo
California
$16.5M +$919K +9,675 +6%
BFG
17
Bleakley Financial Group
New Jersey
$16.4M +$1.05M +11,009 +7%
CCM
18
Condor Capital Management
New Jersey
$15.2M +$640K +6,738 +4%
Bank of America
19
Bank of America
North Carolina
$14.6M +$172K +1,808 +1%
CMAI
20
Capital Management Associates Inc
Minnesota
$13.4M +$721K +7,593 +6%
Ameriprise
21
Ameriprise
Minnesota
$11.9M +$648K +6,822 +6%
Man Group
22
Man Group
United Kingdom
$11.3M +$2.48M +26,085 +28%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$11.2M -$752K -7,917 -6%
CW
24
CreativeOne Wealth
Kansas
$10.7M +$6.91M +72,739 +185%
Allianz Asset Management
25
Allianz Asset Management
Germany
$8.99M -$58.3M -613,581 -87%

HYS Hedge Fund Activity: Q3 2025 in Review

235 of the 7,619 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 2025, worth a combined $789M — down 6.6% from $844M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new HYS positions and 16 closed out — a net gain of 17 holders — while 98 added to existing stakes and 64 trimmed.

The largest buyer was CreativeOne Wealth, adding an estimated $6.91M. The largest seller was Allianz Asset Management, cutting an estimated $58.3M.

  • 235 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q3 2025, up from 222 in Q2 2025.
  • Funds reported $789M of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q3 2025, down 6.6% quarter-over-quarter.
  • 33 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q3 2025 and 16 closed out, a net change of +17 holders.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q3 2025 was CreativeOne Wealth, an estimated $6.91M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q3 2025 was Allianz Asset Management, an estimated $58.3M sold.

Based on aggregated 13F filings for Q3 2025.