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 |
| Legacy Capital Group California, Inc. | 0.29% | Reduce -8.3% | 8,284 | $774K |
| Charter Oak Capital Management, LLC | 0.08% | Add +1.1% | 8,107 | $758K |
| Curtis Advisory Group, LLC | 0.29% | Add +5.7% | 7,882 | $737K |
| Beacon Bridge Wealth Partners, LLC | 0.33% | Reduce -26.4% | 7,429 | $694K |
| HRT Financial LP | 0.00% | Reduce -29.1% | 6,874 | $642K |
| AE Wealth Management LLC | 0.01% | Reduce -30.9% | 6,851 | $640K |
| Per Stirling Capital Management, LLC. | 0.10% | Add +0.1% | 6,546 | $612K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.7% | 6,314 | $590K |
| Stonebridge Financial Planning Group, LLC | 0.31% | Add +15.9% | 6,203 | $580K |
| Valeo Financial Advisors, LLC | 0.02% | Add +16.3% | 6,133 | $566K |
| Burns J W & Co. Inc. | 0.08% | Reduce -12.6% | 6,011 | $562K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -12.8% | 6,059 | $560K |
| Rainey & Randall Wealth Advisors Inc. | 0.12% | Add +0.0% | 5,527 | $517K |
| US Bancorp \de | 0.00% | Reduce -4.4% | 5,511 | $515K |
| Arrowroot Family Office, LLC | 0.33% | Reduce -23.7% | 5,493 | $513K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.1% | 5,444 | $509K |
| Howard Wealth Management, LLC | 0.41% | Reduce -0.7% | 5,367 | $502K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | New | 5,360 | $501K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -17.1% | 5,321 | $497K |
| Rollins Financial Advisors, LLC | 0.09% | Reduce -10.5% | 5,207 | $487K |
| Rogco, LP | 0.19% | Reduce -86.4% | 5,071 | $474K |
| Bank of New York Mellon Corp | 0.00% | Add +83.8% | 4,823 | $451K |
| Northwest Capital Management Inc | 0.14% | No change | 4,714 | $441K |
| Cerity Partners LLC | 0.00% | Reduce -2.1% | 4,676 | $437K |
| Elevated Capital Advisors, LLC | 0.12% | Reduce -13.2% | 4,660 | $436K |
| TFG Advisers LLC | 0.17% | Add +11.2% | 4,534 | $424K |
| Intellectus Partners, LLC | 0.11% | Reduce -6.3% | 4,413 | $412K |
| Level Four Advisory Services, LLC | 0.02% | No change | 4,398 | $409K |
| Qube Research & Technologies Ltd | 0.00% | Add +54.7% | 4,275 | $400K |
| Advisor OS, LLC | 0.05% | Reduce -2.7% | 4,201 | $393K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -11.8% | 4,194 | $392K |
| Ground Swell Capital, LLC | 0.41% | New | 4,185 | $391K |
| Snowden Capital Advisors LLC | 0.01% | No change | 4,177 | $390K |
| Burt Wealth Advisors | 0.10% | Add +28.3% | 4,044 | $378K |
| Kestra Advisory Services, LLC | 0.00% | Add +18.6% | 3,917 | $366K |
| National Bank of Canada | 0.00% | Add +1.0% | 3,607 | $333K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -10.2% | 3,499 | $327K |
| Sigma Planning Corp | 0.01% | New | 3,350 | $313K |
| Madison Wealth Partners, Inc | 0.11% | Reduce -8.7% | 3,264 | $305K |
| Stephens Inc. | 0.00% | Reduce -44.6% | 3,263 | $305K |
| Beacon Financial Advisory LLC | 0.15% | Reduce -0.6% | 3,208 | $300K |
| Citadel Advisors | 0.00% | New | 3,184 | $298K |
| NBT Bank, N.A. | 0.02% | Reduce -6.6% | 3,118 | $291K |
| Legacy Advisory Services, LLC | 0.28% | Add +1.8% | 3,109 | $291K |
| Coppell Advisory Solutions Corp. | 0.05% | — | 3,082 | $288K |
| Buck Wealth Strategies, LLC | 0.10% | New | 3,076 | $288K |
| Sharkey, Howes & Javer | 0.05% | No change | 3,076 | $288K |
| Aveo Capital Partners, LLC | 0.03% | Reduce -15.2% | 3,067 | $285K |
| Csenge Advisory Group | 0.02% | Reduce -7.7% | 3,038 | $284K |
| Stokes Capital Advisors, LLC | 0.08% | New | 2,909 | $272K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +1.8% | 2,897 | $271K |
| Global Assets Advisory, LLC | 0.16% | New | 2,848 | $264K |
| Gilman Hill Asset Management, LLC | 0.05% | No change | 2,800 | $262K |
| Comerica Bank | 0.00% | Reduce -6.5% | 2,739 | $256K |
| Roundview Capital LLC | 0.02% | Reduce -82.2% | 2,604 | $243K |
| Crestone Asset Management LLC | 0.05% | Reduce -31.7% | 2,541 | $237K |
| Wedbush Securities Inc. | 0.01% | Reduce -19.3% | 2,330 | $218K |
| Ameritas Advisory Services, LLC | 0.01% | Add +0.3% | 2,267 | $210K |
| PFG Investments, LLC | 0.01% | New | 2,215 | $207K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -18.4% | 2,205 | $206K |
| Consolidated Portfolio Review Corp | 0.05% | Reduce -1.5% | 2,179 | $204K |
| Cape Ann Savings Bank | 0.13% | Reduce -15.8% | 2,165 | $202K |
| Hillsdale Investment Management Inc. | 0.02% | No change | 2,165 | $202K |
| Koshinski Asset Management, Inc. | 0.02% | New | 2,144 | $200K |
| Financial Synergies Wealth Advisors, Inc. | 0.02% | New | 1,897 | $177K |
| Key Financial Inc | 0.05% | No change | 1,892 | $177K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -40.1% | 1,832 | $171K |
| Dogwood Wealth Management LLC | 0.09% | Reduce -29.7% | 1,447 | $135K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 1,230 | $115K |
| DT Investment Partners, LLC | 0.01% | Reduce -0.3% | 1,115 | $104K |
| Whittier Trust Co. | 0.00% | No change | 1,019 | $95K |
| Continuum Advisory, LLC | 0.01% | New | 943 | $87K |
| Elevation Wealth Partners, LLC | 0.04% | No change | 774 | $72K |
| Bank of Montreal | 0.00% | Add +8.7% | 762 | $71K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 733 | $69K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -14.2% | 738 | $68K |
| Harbour Investments, Inc. | 0.00% | Add +18.6% | 668 | $62K |
| Lanark Financial, Inc. | 0.01% | No change | 649 | $61K |
| Carmichael Hill & Associates, Inc. | 0.03% | Reduce -32.6% | 649 | $61K |
| Element Wealth, LLC | 0.03% | Add +0.3% | 611 | $57K |
| Blair William & Co. | 0.00% | Add +110.4% | 589 | $55K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 570 | $53K |
| Capital Advisors, Ltd. LLC | 0.01% | Reduce -50.5% | 506 | $47K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 481 | $45K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 423 | $40K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.02% | No change | 407 | $38K |
| Avior Wealth Management, LLC | 0.00% | Add +6.1% | 367 | $34K |
| First Horizon Advisors, Inc. | 0.00% | No change | 358 | $33K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +47.2% | 346 | $32K |
| Main Management LLC | 0.00% | No change | 316 | $30K |
| Webster Bank, N. A. | 0.00% | No change | 305 | $29K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 300 | $28K |
| Creative Financial Designs Inc. | 0.00% | Reduce -11.7% | 295 | $28K |
| Cape Investment Advisory, Inc. | 0.01% | Add +10.0% | 254 | $24K |
| Bellevue Asset Management, LLC | 0.01% | No change | 240 | $22K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 234 | $22K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -9.0% | 223 | $21K |
| Global Retirement Partners, LLC | 0.00% | Add +1.1% | 192 | $18K |
| Western Pacific Wealth Management, LP | 0.01% | New | 191 | $18K |
| Spire Wealth Management | 0.00% | No change | 176 | $16K |
| Pacifica Partners Inc. | 0.01% | Add +1.7% | 175 | $16K |
| CoreCap Advisors, LLC | 0.00% | New | 167 | $16K |
| IFP Advisors, Inc | 0.00% | Reduce -85.3% | 147 | $14K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -98.2% | 130 | $12K |
| Tsfg, LLC | 0.00% | Add +0.8% | 133 | $12K |
| Westside Investment Management, Inc. | 0.00% | No change | 126 | $12K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | Add +0.9% | 109 | $10K |
| Bank of New Hampshire | 0.00% | No change | 99 | $9K |
| Realta Investment Advisors | 0.00% | New | 75 | $7K |
| Parallel Advisors, LLC | 0.00% | No change | 61 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 48 | $4K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 43 | $4K |
| Sunbelt Securities, Inc. | 0.00% | Add +2.4% | 42 | $4K |
| Smartleaf Asset Management LLC | 0.00% | No change | 39 | $4K |
| Aspire Private Capital, LLC | 0.00% | No change | 29 | $3K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 23 | $2K |
| FWL Investment Management, LLC | 0.00% | No change | 20 | $2K |
| Crewe Advisors LLC | 0.00% | New | 17 | $2K |
| Hollencrest Capital Management | 0.00% | No change | 17 | $2K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 14 | $1K |
| Principal Securities, Inc. | 0.00% | No change | 12 | $1K |
| Citigroup Inc. | 0.00% | New | 7 | $654 |
| FMR LLC | 0.00% | New | 5 | $467 |
"% 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.