PIMCO 0-5 Year H/Y Corp. BondHYSETF
13F holders, Q3 2024 (September 30)236holders +10
21new positions
14sold out
2famous investors
$95.48avg. 13F price*
At the end of Q3 2024, 236 institutions reported holding PIMCO 0-5 Year H/Y Corp. Bond (HYS) in their 13F filings, up 10 from Q2 2024. 21 opened new positions and 14 sold out. The largest holders were JPMorgan Chase & Co. ($80.1M), Morgan Stanley ($72.1M) and Assetmark, Inc. ($63.6M). 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 (Q3 2024)
- CUSIP
- 72201R783
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $22.5M |
| Exits | 14 | $8.9M |
All 13F filers, Q2 2024 → Q3 2024: 1,742,589 shares bought and 1,035,968 shares sold, net +706,621 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 236 holders
| JPMorgan Chase & Co. | 0.01% | Add +2364.3% | 838,460 | $80.1M |
| Morgan Stanley | 0.01% | Add +20.4% | 755,097 | $72.1M |
| Assetmark, Inc. | 0.18% | Reduce -3.4% | 666,005 | $63.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +3.6% | 567,872 | $54.2M |
| Allianz Asset Management GmbH | 0.06% | Add +172.1% | 423,600 | $40.5M |
| UBS Group AG | 0.01% | Reduce -1.5% | 379,694 | $36.3M |
| Cetera Investment Advisers | 0.06% | Add +3.6% | 307,433 | $29.4M |
| PNC Financial Services Group, Inc. | 0.02% | Add +0.0% | 269,559 | $25.7M |
| Bank of Nova Scotia | 0.05% | Reduce -16.6% | 249,315 | $23.8M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -37.3% | 247,816 | $23.7M |
| Financial Management Professionals, Inc. | 2.47% | Add +6.8% | 208,386 | $19.9M |
| OneDigital Investment Advisors LLC | 0.18% | Add +5.8% | 168,820 | $16.1M |
| West Financial Advisors, LLC | 2.55% | Add +100.2% | 138,688 | $13.2M |
| Condor Capital Management | 1.18% | Add +3.4% | 137,294 | $13.1M |
| LPL Financial LLC | 0.01% | Add +10.7% | 133,510 | $12.8M |
| RMR Wealth Builders | 1.28% | Add +12.0% | 126,818 | $12.1M |
| Cwm, LLC | 0.05% | Reduce -6.0% | 126,651 | $12.1M |
| TD Private Client Wealth LLC | 0.34% | Add +13.7% | 124,687 | $11.9M |
| Bank of America Corp. | 0.00% | Reduce -20.2% | 116,305 | $11.1M |
| Wells Fargo & Company | 0.00% | Add +2.5% | 108,300 | $10.3M |
| Man Group plc | 0.03% | Add +2.3% | 107,664 | $10.3M |
| Capital Management Associates, Inc | 4.19% | Add +10.2% | 107,286 | $10.2M |
| Royal Bank of Canada | 0.00% | Add +52.7% | 99,621 | $9.5M |
| Strategic Advocates LLC | 3.24% | Add +8.4% | 94,711 | $9.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.1% | 86,048 | $8.2M |
| Advisors Preferred, LLC | 1.22% | New | 84,440 | $8.0M |
| Graves Light Lenhart Wealth, Inc. | 0.95% | Reduce -16.4% | 80,667 | $7.7M |
| Osaic Holdings, Inc. | 0.02% | Reduce -10.5% | 80,256 | $7.7M |
| Exencial Wealth Advisors, LLC | 0.27% | Add +2.4% | 77,315 | $7.4M |
| Renaissance Technologies | 0.01% | Reduce -11.5% | 72,100 | $6.9M |
| Gradient Investments LLC | 0.14% | Add +7.0% | 68,748 | $6.6M |
| Financial Futures Ltd Liability Co. | 3.47% | Reduce -29.6% | 63,447 | $6.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -1.5% | 60,596 | $5.8M |
| One Capital Management, LLC | 0.17% | New | 57,368 | $5.5M |
| Atria Wealth Solutions, Inc. | 0.06% | Reduce -0.1% | 55,650 | $5.3M |
| Sage Rhino Capital LLC | 1.08% | Add +0.4% | 50,998 | $4.9M |
| Stifel Financial Corp. | 0.00% | Reduce -5.2% | 46,810 | $4.5M |
| Atria Investments, Inc | 0.05% | Add +0.8% | 45,740 | $4.4M |
| Mariner, LLC | 0.01% | Add +2.1% | 44,983 | $4.3M |
| Truist Financial Corp. | 0.01% | Reduce -0.3% | 43,980 | $4.2M |
| Raymond James & Associates | 0.00% | Reduce -1.7% | 43,303 | $4.1M |
| Merit Financial Group, LLC | 0.09% | Add +12.1% | 41,251 | $3.9M |
| Alternative Investment Advisors, LLC. | 2.02% | Reduce -5.9% | 40,133 | $3.8M |
| Tennessee Valley Asset Management Partners | 0.62% | Add +5.2% | 39,288 | $3.8M |
| Perigon Wealth Management, LLC | 0.10% | New | 38,415 | $3.7M |
| BHK Investment Advisors, LLC | 1.23% | Reduce -2.4% | 34,650 | $3.3M |
| Glass Jacobson Investment Advisors llc | 1.09% | Add +0.3% | 34,283 | $3.3M |
| Financial & Tax Architects, LLC | 0.80% | Add +8.7% | 32,561 | $3.1M |
| Wealthspire Retirement, LLC | 0.25% | Add +15.8% | 32,069 | $3.1M |
| CreativeOne Wealth, LLC | 0.10% | Add +91.3% | 31,156 | $3.0M |
| Coastline Trust Co | 0.35% | No change | 30,821 | $2.9M |
| Seamount Financial Group Inc. | 2.21% | Add +9.4% | 30,795 | $2.9M |
| GM Advisory Group, LLC | 0.17% | Reduce -5.5% | 29,224 | $2.8M |
| Compass Financial Group, Inc. | 1.26% | Add +0.3% | 28,437 | $2.7M |
| Aspen Investment Management Inc | 1.18% | Reduce -1.7% | 26,402 | $2.5M |
| Valmark Advisers, Inc. | 0.04% | Add +0.8% | 25,661 | $2.5M |
| Jefferies Financial Group Inc. | 0.04% | Reduce -4.8% | 22,184 | $2.1M |
| MML Investors Services, LLC | 0.01% | Add +5.5% | 20,785 | $2.0M |
| CKW Financial Group | 0.23% | Add +2.8% | 19,837 | $1.9M |
| Friedenthal Financial | 1.08% | Reduce -3.5% | 19,399 | $1.9M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +11.3% | 18,811 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -23.1% | 18,440 | $1.8M |
| Barclays PLC | 0.00% | Reduce -48.8% | 18,400 | $1.8M |
| Advisory Services Network, LLC | 0.04% | No change | 18,362 | $1.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Reduce -2.7% | 17,690 | $1.7M |
| Bellecapital International Ltd. | 0.33% | No change | 17,276 | $1.6M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -9.4% | 17,255 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -61.8% | 17,232 | $1.6M |
| MainStreet Investment Advisors LLC | 0.22% | Reduce -10.5% | 16,964 | $1.6M |
| NewSquare Capital LLC | 0.12% | Add +2.3% | 16,360 | $1.6M |
| Viawealth, LLC | 0.87% | Add +47.8% | 15,597 | $1.5M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Reduce -4.5% | 14,953 | $1.4M |
| Barden Capital Management, Inc. | 1.22% | Add +11.4% | 14,540 | $1.4M |
| Adamsbrown Wealth Consultants LLC | 0.46% | Add +27.0% | 13,960 | $1.3M |
| Prudential Financial Inc. | 0.00% | Reduce -25.9% | 13,577 | $1.3M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -1.0% | 13,477 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +14.2% | 13,294 | $1.3M |
| PAX Financial Group, LLC | 0.23% | Add +26.3% | 13,286 | $1.3M |
| IFG Advisory, LLC | 0.08% | Reduce -7.4% | 13,164 | $1.3M |
| Visionary Wealth Advisors | 0.07% | Add +2.9% | 12,567 | $1.2M |
| &partners | 0.02% | Reduce -4.8% | 12,042 | $1.2M |
| GeoWealth Management, LLC | 0.04% | Reduce -10.5% | 11,421 | $1.1M |
| AE Wealth Management LLC | 0.01% | Add +19.4% | 11,416 | $1.1M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -8.7% | 10,763 | $1.0M |
| TD Waterhouse Canada Inc. | 0.01% | Add +71.7% | 10,263 | $974K |
| Hoxton Planning & Management, LLC | 0.38% | Reduce -32.5% | 10,169 | $971K |
| Kingsview Wealth Management, LLC | 0.02% | Add +1.8% | 10,146 | $969K |
| Argent Trust Co | 0.04% | Add +1.8% | 10,130 | $967K |
| Allianz Investment Management U.S. LLC | 0.06% | No change | 9,977 | $952K |
| Hamilton Wealth, LLC | 0.23% | Reduce -56.7% | 9,917 | $947K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.1% | 9,609 | $918K |
| ZWJ Investment Counsel Inc. | 0.04% | New | 9,400 | $898K |
| Richardson Financial Services Inc. | 0.55% | No change | 9,307 | $863K |
| SOL Capital Management CO | 0.10% | Add +0.3% | 8,998 | $859K |
| Curtis Advisory Group, LLC | 0.23% | Add +3.2% | 8,321 | $795K |
| Pinnacle Bancorp, Inc. | 0.20% | No change | 7,936 | $758K |
| Rollins Financial Advisors, LLC | 0.12% | Add +20.3% | 7,828 | $748K |
| Manufacturers Life Insurance Company, The | 0.00% | New | 7,817 | $747K |
| Charter Oak Capital Management, LLC | 0.07% | Add +2.4% | 7,683 | $734K |
| JMG Financial Group, Ltd. | 0.02% | Reduce -18.7% | 7,460 | $712K |
"% 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.