PIMCO 0-5 Year H/Y Corp. BondHYSETF
13F holders, Q2 2024 (June 30)226holders +3
23new positions
22sold out
2famous investors
$92.62avg. 13F price*
At the end of Q2 2024, 226 institutions reported holding PIMCO 0-5 Year H/Y Corp. Bond (HYS) in their 13F filings, up 3 from Q1 2024. 23 opened new positions and 22 sold out. The largest holders were Assetmark, Inc. ($63.9M), Morgan Stanley ($58.1M) and Envestnet Asset Management Inc. ($50.8M). 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 (Q2 2024)
- CUSIP
- 72201R783
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $12.7M |
| Exits | 22 | $30.6M |
All 13F filers, Q1 2024 → Q2 2024: 1,056,711 shares bought and 2,605,153 shares sold, net −1,548,442 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 226 holders
| Assetmark, Inc. | 0.20% | Add +4.5% | 689,744 | $63.9M |
| Morgan Stanley | 0.00% | Add +4.5% | 627,079 | $58.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +3.4% | 547,979 | $50.8M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -3.5% | 395,317 | $36.6M |
| UBS Group AG | 0.01% | Reduce -16.8% | 385,365 | $35.7M |
| Bank of Nova Scotia | 0.05% | Add +118.0% | 298,805 | $27.7M |
| Cetera Investment Advisers | 0.06% | Add +3.4% | 296,635 | $27.5M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -0.7% | 269,557 | $25.0M |
| Jane Street Group, LLC | 0.03% | Add +2366.3% | 248,308 | $23.0M |
| Financial Management Professionals, Inc. | 2.48% | Add +9.4% | 195,083 | $18.1M |
| Bank of Montreal | 0.01% | Add +22945.9% | 175,610 | $16.3M |
| OneDigital Investment Advisors LLC | 0.18% | Add +14.5% | 159,554 | $14.8M |
| Allianz Asset Management GmbH | 0.02% | Reduce -11.3% | 155,703 | $14.4M |
| Bank of America Corp. | 0.00% | Reduce -34.2% | 145,723 | $13.5M |
| Cwm, LLC | 0.06% | Reduce -7.2% | 134,792 | $12.5M |
| Condor Capital Management | 1.18% | Add +5.1% | 132,732 | $12.3M |
| LPL Financial LLC | 0.01% | Add +3.2% | 120,620 | $11.2M |
| RMR Wealth Builders | 1.20% | Add +7.3% | 113,196 | $10.5M |
| TD Private Client Wealth LLC | 0.32% | Add +24.1% | 109,679 | $10.2M |
| Wells Fargo & Company | 0.00% | Add +6.4% | 105,709 | $9.8M |
| Man Group plc | 0.03% | Reduce -15.2% | 105,266 | $9.8M |
| Capital Management Associates, Inc | 5.46% | Add +11.3% | 97,353 | $9.0M |
| Graves Light Lenhart Wealth, Inc. | 1.02% | Reduce -0.7% | 96,502 | $8.9M |
| Financial Futures Ltd Liability Co. | 5.18% | Add +12.6% | 90,105 | $8.4M |
| Osaic Holdings, Inc. | 0.02% | Reduce -11.2% | 89,670 | $8.3M |
| Strategic Advocates LLC | 3.21% | Add +5.2% | 87,392 | $8.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -25.2% | 86,992 | $8.1M |
| Renaissance Technologies | 0.01% | Add +31.3% | 81,500 | $7.6M |
| Exencial Wealth Advisors, LLC | 0.26% | Add +1.0% | 75,531 | $7.0M |
| West Financial Advisors, LLC | 1.33% | Add +5.3% | 69,280 | $6.4M |
| Tidal Investments LLC | 0.09% | Reduce -1.7% | 69,271 | $6.4M |
| Royal Bank of Canada | 0.00% | Reduce -0.9% | 65,252 | $6.0M |
| Gradient Investments LLC | 0.13% | Reduce -79.9% | 64,229 | $6.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +147.8% | 61,495 | $5.7M |
| Atria Wealth Solutions, Inc. | 0.06% | Reduce -4.7% | 55,711 | $5.2M |
| Sage Rhino Capital LLC | 1.12% | Add +1.4% | 50,788 | $4.7M |
| Stifel Financial Corp. | 0.01% | Add +11.0% | 49,392 | $4.6M |
| Atria Investments, Inc | 0.05% | Add +3.0% | 45,397 | $4.2M |
| Thrivent Financial for Lutherans | 0.01% | Add +148.8% | 45,140 | $4.2M |
| Truist Financial Corp. | 0.01% | Reduce -2.3% | 44,121 | $4.1M |
| Mariner, LLC | 0.01% | Add +1.6% | 44,065 | $4.1M |
| Raymond James & Associates | 0.00% | Reduce -0.2% | 44,036 | $4.1M |
| Alternative Investment Advisors, LLC. | 2.26% | Add +1.1% | 42,666 | $4.0M |
| Authentikos Wealth Advisory, LLC | 3.77% | New | 48,704 | $3.9M |
| Tennessee Valley Asset Management Partners | 0.65% | New | 37,355 | $3.5M |
| Merit Financial Group, LLC | 0.08% | Reduce -1.5% | 36,805 | $3.4M |
| Barclays PLC | 0.00% | Reduce -44.4% | 35,900 | $3.3M |
| BHK Investment Advisors, LLC | 1.29% | Reduce -1.4% | 35,500 | $3.3M |
| Glass Jacobson Investment Advisors llc | 1.15% | Add +6.0% | 34,195 | $3.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -97.4% | 34,024 | $3.2M |
| GM Advisory Group, LLC | 0.18% | Reduce -1.4% | 30,916 | $2.9M |
| Coastline Trust Co | 0.33% | No change | 30,821 | $2.9M |
| Financial & Tax Architects, LLC | 0.74% | Add +7.2% | 29,955 | $2.8M |
| Compass Financial Group, Inc. | 1.31% | Add +0.8% | 28,352 | $2.6M |
| Seamount Financial Group Inc. | 2.13% | Add +4.9% | 28,146 | $2.6M |
| Wealthspire Retirement, LLC | 0.22% | Reduce -0.3% | 27,687 | $2.6M |
| Aspen Investment Management Inc | 1.24% | Reduce -2.4% | 26,852 | $2.5M |
| Valmark Advisers, Inc. | 0.04% | Add +8.0% | 25,469 | $2.4M |
| Old Mission Capital LLC | 0.06% | Add +77.4% | 24,880 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.5% | 23,988 | $2.2M |
| Jefferies Financial Group Inc. | 0.05% | Add +1.9% | 23,294 | $2.2M |
| Hamilton Wealth, LLC | 0.57% | Reduce -2.2% | 22,918 | $2.1M |
| Friedenthal Financial | 1.16% | Add +10.4% | 20,104 | $1.9M |
| MML Investors Services, LLC | 0.01% | Add +18.2% | 19,699 | $1.8M |
| CKW Financial Group | 0.23% | Add +1.4% | 19,296 | $1.8M |
| Peapack Gladstone Financial Corp. | 0.03% | Reduce -4.6% | 19,047 | $1.8M |
| MainStreet Investment Advisors LLC | 0.21% | Reduce -30.8% | 18,949 | $1.8M |
| Advisory Services Network, LLC | 0.04% | Reduce -1.3% | 18,362 | $1.7M |
| Prudential Financial Inc. | 0.00% | Reduce -10.9% | 18,336 | $1.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Reduce -0.4% | 18,180 | $1.7M |
| Bellecapital International Ltd. | 0.34% | Reduce -36.3% | 17,276 | $1.6M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +20.3% | 16,893 | $1.6M |
| CreativeOne Wealth, LLC | 0.08% | Reduce -57.1% | 16,288 | $1.5M |
| NewSquare Capital LLC | 0.13% | Add +13.4% | 15,991 | $1.5M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Reduce -0.2% | 15,653 | $1.5M |
| Hoxton Planning & Management, LLC | 0.65% | Reduce -2.8% | 15,064 | $1.4M |
| IFG Advisory, LLC | 0.08% | Add +18.2% | 14,211 | $1.3M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -7.4% | 13,619 | $1.3M |
| Barden Capital Management, Inc. | 1.14% | Add +2.5% | 13,049 | $1.2M |
| GeoWealth Management, LLC | 0.05% | Reduce -35.6% | 12,759 | $1.2M |
| &partners | 0.05% | Add +6.1% | 12,643 | $1.2M |
| Visionary Wealth Advisors | 0.07% | Reduce -7.8% | 12,209 | $1.1M |
| Citadel Advisors | 0.00% | Add +279.6% | 12,088 | $1.1M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -24.0% | 11,782 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +16.3% | 11,638 | $1.1M |
| Adamsbrown Wealth Consultants LLC | 0.40% | Add +6.6% | 10,993 | $1.0M |
| Viawealth, LLC | 0.61% | New | 10,556 | $979K |
| PAX Financial Group, LLC | 0.19% | Reduce -22.6% | 10,517 | $975K |
| Allianz Investment Management U.S. LLC | 0.06% | No change | 9,977 | $925K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -1.3% | 9,970 | $924K |
| Argent Trust Co | 0.04% | Add +3.9% | 9,955 | $923K |
| AE Wealth Management LLC | 0.01% | Add +39.6% | 9,563 | $886K |
| Richardson Financial Services Inc. | 0.62% | Reduce -3.0% | 9,307 | $863K |
| JMG Financial Group, Ltd. | 0.03% | Reduce -11.1% | 9,178 | $851K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -64.3% | 8,975 | $832K |
| SOL Capital Management CO | 0.10% | Add +0.9% | 8,973 | $832K |
| Flow Traders U.S. LLC | 0.04% | New | 8,880 | $823K |
| Financial Counselors Inc. | 0.01% | No change | 8,775 | $813K |
| Curtis Advisory Group, LLC | 0.26% | Add +2.3% | 8,060 | $747K |
| Pinnacle Bancorp, Inc. | 0.22% | Reduce -22.1% | 7,936 | $736K |
"% 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.