PIMCO 0-5 Year H/Y Corp. BondHYSETF
13F holders, Q1 2024 (March 31)223holders
2famous investors
$90.42avg. 13F price*
At the end of Q1 2024, 223 institutions reported holding PIMCO 0-5 Year H/Y Corp. Bond (HYS) in their 13F filings. The largest holders were JPMorgan Chase & Co. ($122.4M), Assetmark, Inc. ($61.7M) and Morgan Stanley ($56.1M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- PIMCO 0-5 Year H/Y Corp. Bond
- Filed as
- PIMCO ETF TR (Q1 2024)
- CUSIP
- 72201R783
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $45.1M |
| Exits | 23 | $4.8M |
Ownership 223 holders
| JPMorgan Chase & Co. | 0.01% | Add +93.9% | 1,308,948 | $122.4M |
| Assetmark, Inc. | 0.20% | Reduce -5.6% | 660,233 | $61.7M |
| Morgan Stanley | 0.00% | Add +0.6% | 600,141 | $56.1M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -5.9% | 529,759 | $49.5M |
| UBS Group AG | 0.01% | Add +15.2% | 463,404 | $43.3M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -0.2% | 409,673 | $38.3M |
| Gradient Investments LLC | 0.69% | Reduce -2.0% | 319,266 | $29.8M |
| Cetera Investment Advisers | 0.06% | Add +23.9% | 286,763 | $26.8M |
| PNC Financial Services Group, Inc. | 0.02% | Add +0.9% | 271,495 | $25.4M |
| Bank of America Corp. | 0.00% | Add +2.0% | 221,410 | $20.7M |
| Lloyd Advisory Services, LLC. | 4.35% | New | 541,524 | $20.4M |
| Financial Management Professionals, Inc. | 2.46% | Add +3.0% | 178,298 | $16.7M |
| Allianz Asset Management GmbH | 0.03% | Reduce -29.3% | 175,581 | $16.4M |
| Cwm, LLC | 0.07% | Reduce -18.8% | 145,263 | $13.6M |
| OneDigital Investment Advisors LLC | 0.20% | Add +7.1% | 139,304 | $13.0M |
| Bank of Nova Scotia | 0.03% | New | 137,101 | $12.8M |
| Condor Capital Management | 1.16% | Add +9.2% | 126,306 | $11.8M |
| Man Group plc | 0.03% | Add +45.1% | 124,147 | $11.6M |
| LPL Financial LLC | 0.01% | Reduce -6.7% | 116,911 | $10.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -21.4% | 116,356 | $10.8M |
| RMR Wealth Builders | 1.19% | Add +11.9% | 105,519 | $9.9M |
| Osaic Holdings, Inc. | 0.02% | Reduce -61.0% | 101,011 | $9.4M |
| Wells Fargo & Company | 0.00% | Add +5.5% | 99,374 | $9.3M |
| Graves Light Lenhart Wealth, Inc. | 1.05% | Add +11.8% | 97,217 | $9.1M |
| TD Private Client Wealth LLC | 0.27% | Add +50.1% | 88,377 | $8.3M |
| Capital Management Associates, Inc | 6.03% | Add +36.7% | 87,484 | $8.2M |
| Strategic Advocates LLC | 2.99% | Add +1081.5% | 83,046 | $7.8M |
| Financial Futures Ltd Liability Co. | 4.96% | Add +28.8% | 80,061 | $7.5M |
| Exencial Wealth Advisors, LLC | 0.26% | Add +2.2% | 74,759 | $7.0M |
| Tidal Investments LLC | 0.11% | New | 70,476 | $6.6M |
| Royal Bank of Canada | 0.00% | Reduce -22.9% | 65,832 | $6.2M |
| West Financial Advisors, LLC | 1.32% | Add +2.0% | 65,805 | $6.2M |
| Barclays PLC | 0.00% | Add +30.5% | 64,600 | $6.0M |
| Renaissance Technologies | 0.01% | Add +35.7% | 62,059 | $5.8M |
| Atria Wealth Solutions, Inc. | 0.06% | Reduce -7.5% | 58,477 | $5.5M |
| MinichMacGregor Wealth Management, LLC | 1.32% | Add +29.7% | 55,849 | $5.2M |
| Sage Rhino Capital LLC | 1.10% | Add +4.1% | 50,066 | $4.7M |
| Truist Financial Corp. | 0.01% | Reduce -2.5% | 45,143 | $4.2M |
| Stifel Financial Corp. | 0.00% | Reduce -2.5% | 44,483 | $4.2M |
| Raymond James & Associates | 0.00% | Reduce -15.9% | 44,143 | $4.1M |
| Atria Investments, Inc | 0.06% | Add +6.4% | 44,066 | $4.1M |
| Mariner, LLC | 0.01% | Add +1.9% | 43,373 | $4.1M |
| Alternative Investment Advisors, LLC. | 2.35% | Reduce -2.2% | 42,196 | $3.9M |
| CreativeOne Wealth, LLC | 0.14% | Add +62.2% | 38,015 | $3.6M |
| Merit Financial Group, LLC | 0.08% | Add +429.1% | 37,373 | $3.5M |
| BHK Investment Advisors, LLC | 1.29% | Add +111.1% | 36,000 | $3.4M |
| Glass Jacobson Investment Advisors llc | 1.13% | Add +4.8% | 32,259 | $3.0M |
| GM Advisory Group, LLC | 0.21% | Add +24.2% | 31,348 | $2.9M |
| Coastline Trust Co | 0.35% | Add +0.0% | 30,821 | $2.9M |
| Compass Financial Group, Inc. | 1.40% | Reduce -0.0% | 28,123 | $2.6M |
| Financial & Tax Architects, LLC | 0.72% | Add +8.3% | 27,934 | $2.6M |
| Wealthspire Retirement, LLC | 0.22% | Add +1.6% | 27,755 | $2.6M |
| Aspen Investment Management Inc | 1.31% | Reduce -0.2% | 27,499 | $2.6M |
| MainStreet Investment Advisors LLC | 0.31% | Reduce -2.2% | 27,394 | $2.6M |
| Bellecapital International Ltd. | 0.57% | Reduce -12.4% | 27,123 | $2.5M |
| Seamount Financial Group Inc. | 2.20% | Add +1.9% | 26,826 | $2.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +59.0% | 25,143 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +22.2% | 24,817 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Add +18.7% | 24,853 | $2.3M |
| Valmark Advisers, Inc. | 0.04% | Reduce -0.7% | 23,589 | $2.2M |
| Hamilton Wealth, LLC | 0.68% | New | 23,423 | $2.2M |
| Jefferies Financial Group Inc. | 0.05% | Reduce -4.7% | 22,854 | $2.1M |
| Prudential Financial Inc. | 0.00% | Add +14.3% | 20,585 | $1.9M |
| Peapack Gladstone Financial Corp. | 0.03% | No change | 19,961 | $1.9M |
| GeoWealth Management, LLC | 0.07% | Add +23.8% | 19,818 | $1.9M |
| CKW Financial Group | 0.23% | Reduce -0.4% | 19,037 | $1.8M |
| Advisory Services Network, LLC | 0.04% | Add +0.6% | 18,596 | $1.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Reduce -7.2% | 18,245 | $1.7M |
| Friedenthal Financial | 1.05% | Add +2.4% | 18,204 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -19.9% | 18,143 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +512.3% | 17,266 | $1.6M |
| MML Investors Services, LLC | 0.01% | Add +0.6% | 16,665 | $1.6M |
| IFG Advisory, LLC | 0.11% | Reduce -14.2% | 12,019 | $1.5M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Reduce -36.6% | 15,689 | $1.5M |
| Hoxton Planning & Management, LLC | 0.69% | Reduce -3.1% | 15,495 | $1.4M |
| CIBC Private Wealth Group LLC | 0.00% | Add +7.3% | 15,506 | $1.4M |
| Integrated Wealth Concepts LLC | 0.02% | Add +8.0% | 14,706 | $1.4M |
| NewSquare Capital LLC | 0.12% | Reduce -3.7% | 14,103 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +97.6% | 14,040 | $1.3M |
| Old Mission Capital LLC | 0.03% | Reduce -56.8% | 14,022 | $1.3M |
| PAX Financial Group, LLC | 0.26% | Reduce -9.6% | 13,589 | $1.3M |
| Concord Investment Counsel Inc. | 0.45% | — | 13,278 | $1.2M |
| Visionary Wealth Advisors | 0.08% | Reduce -21.1% | 13,247 | $1.2M |
| Barden Capital Management, Inc. | 1.15% | Reduce -20.1% | 12,727 | $1.2M |
| &partners | 0.15% | Add +55.0% | 11,920 | $1.1M |
| Lido Advisors, LLC | 0.01% | Reduce -8.1% | 11,563 | $1.1M |
| JMG Financial Group, Ltd. | 0.04% | Reduce -28.5% | 10,329 | $966K |
| Adamsbrown Wealth Consultants LLC | 0.39% | Reduce -9.9% | 10,315 | $964K |
| Pinnacle Bancorp, Inc. | 0.28% | Add +5.6% | 10,182 | $952K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -2.8% | 10,101 | $944K |
| Jane Street Group, LLC | 0.00% | Reduce -94.8% | 10,068 | $941K |
| NewEdge Advisors, LLC | 0.01% | Add +8.7% | 10,008 | $936K |
| Allianz Investment Management U.S. LLC | 0.06% | No change | 9,977 | $933K |
| Richardson Financial Services Inc. | 0.63% | Reduce -13.8% | 9,596 | $897K |
| Argent Trust Co | 0.04% | Add +0.9% | 9,579 | $895K |
| Mechanics Financial Corp | 0.44% | Reduce -67.3% | 9,042 | $845K |
| SOL Capital Management CO | 0.10% | Add +1.4% | 8,893 | $831K |
| Financial Counselors Inc. | 0.01% | Reduce -0.5% | 8,775 | $820K |
| Allworth Financial LP | 0.01% | Add +8269.9% | 8,621 | $806K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +11.5% | 8,481 | $793K |
"% of holder's portfolio" is HYS's weight in each manager's 13F, not the share of PIMCO 0-5 Year H/Y Corp. Bond the manager owns.