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 |
| Flow Traders U.S. LLC | 0.04% | Reduce -18.3% | 7,257 | $693K |
| Axos Invest Inc. | 0.47% | — | 7,174 | $685K |
| Old Mission Capital LLC | 0.01% | Reduce -72.5% | 6,829 | $652K |
| Intellectus Partners, LLC | 0.16% | Add +59.1% | 6,692 | $639K |
| New Century Financial Group, LLC | 0.23% | New | 6,647 | $635K |
| Mercer Global Advisors Inc. | 0.00% | Add +4.3% | 6,306 | $599K |
| Citadel Advisors | 0.00% | Reduce -48.3% | 6,247 | $597K |
| Mid-American Wealth Advisory Group, Inc. | 0.37% | New | 6,155 | $588K |
| Per Stirling Capital Management, LLC. | 0.08% | Reduce -5.5% | 6,124 | $585K |
| Howard Wealth Management, LLC | 0.33% | Add +9.7% | 6,023 | $575K |
| Burns J W & Co. Inc. | 0.07% | Reduce -4.2% | 5,761 | $550K |
| Brophy Wealth Management, LLC | 0.19% | — | 5,613 | $536K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.0% | 5,476 | $523K |
| Bank of New York Mellon Corp | 0.00% | Add +13.2% | 5,464 | $522K |
| US Bancorp \de | 0.00% | Reduce -2.1% | 5,445 | $520K |
| TFG Advisers LLC | 0.19% | Add +11.6% | 5,399 | $516K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | No change | 5,360 | $512K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -9.6% | 5,275 | $504K |
| Rainey & Randall Wealth Advisors Inc. | 0.11% | No change | 5,232 | $500K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.0% | 5,223 | $499K |
| Gateway Wealth Partners, LLC | 0.14% | New | 5,185 | $495K |
| Beacon Bridge Wealth Partners, LLC | 0.21% | Reduce -17.3% | 5,145 | $491K |
| Legacy Capital Group California, Inc. | 0.16% | Reduce -34.5% | 5,117 | $489K |
| Cerity Partners LLC | 0.00% | Add +7.6% | 4,949 | $473K |
| Jane Street Group, LLC | 0.00% | Reduce -98.0% | 4,846 | $463K |
| World Investment Advisors | 0.01% | New | 4,608 | $440K |
| Level Four Advisory Services, LLC | 0.02% | Add +30.8% | 4,446 | $420K |
| Milestone Asset Management, LLC | 0.09% | Reduce -41.5% | 4,326 | $413K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.6% | 4,223 | $403K |
| Susquehanna International Group, LLP | 0.00% | Add +43.9% | 4,140 | $395K |
| Advisor OS, LLC | 0.04% | Reduce -1.8% | 4,124 | $394K |
| Burt Wealth Advisors | 0.09% | Add +12.9% | 3,958 | $378K |
| Sigma Planning Corp | 0.01% | Add +17.9% | 3,945 | $377K |
| Stonebridge Financial Planning Group, LLC | 0.17% | Reduce -13.1% | 3,710 | $354K |
| Farther Finance Advisors, LLC | 0.01% | Add +86.5% | 3,675 | $351K |
| Hillsdale Investment Management Inc. | 0.02% | Add +55.4% | 3,365 | $321K |
| National Bank of Canada | 0.00% | Reduce -2.2% | 3,317 | $317K |
| Scotia Capital Inc. | 0.00% | No change | 3,298 | $315K |
| Global Assets Advisory, LLC | 0.17% | New | 3,305 | $314K |
| Independent Financial Group, LLC | 0.01% | Add +36.4% | 3,274 | $313K |
| Kovack Advisors, Inc. | 0.03% | Reduce -1.7% | 3,270 | $312K |
| Stephens Inc. | 0.00% | No change | 3,263 | $312K |
| Legacy Advisory Services, LLC | 0.27% | Add +1.9% | 3,228 | $308K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -26.1% | 3,090 | $295K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -13.3% | 3,081 | $294K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -3.9% | 3,104 | $294K |
| Stokes Capital Advisors, LLC | 0.07% | Add +2.7% | 3,065 | $293K |
| Peterson Financial Group, Inc. | 1.11% | Add +2.5% | 3,029 | $289K |
| Aveo Capital Partners, LLC | 0.03% | Reduce -0.1% | 3,022 | $289K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +1.9% | 3,008 | $287K |
| Security Financial Services, INC. | 0.06% | Reduce -24.5% | 2,961 | $283K |
| Beacon Financial Advisory LLC | 0.09% | Add +1.5% | 2,835 | $271K |
| Cape Ann Savings Bank | 0.15% | New | 2,750 | $263K |
| Gilman Hill Asset Management, LLC | 0.04% | No change | 2,750 | $263K |
| Csenge Advisory Group | 0.01% | Reduce -8.4% | 2,753 | $261K |
| Comerica Bank | 0.00% | Add +16.5% | 2,580 | $246K |
| Pathstone Holdings, LLC | 0.00% | Add +0.2% | 2,540 | $243K |
| Roundview Capital LLC | 0.02% | Reduce -1.0% | 2,460 | $235K |
| Rogco, LP | 0.09% | Reduce -33.4% | 2,411 | $230K |
| Financial Counselors Inc. | 0.00% | Reduce -72.9% | 2,380 | $227K |
| Two Sigma Securities, LLC | 0.02% | New | 2,335 | $223K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 2,324 | $222K |
| Ameritas Advisory Services, LLC | 0.01% | Add +0.9% | 2,305 | $220K |
| Zions Bancorporation, N.A. | 0.02% | No change | 2,280 | $218K |
| Arete Wealth Advisors, LLC | 0.02% | Add +0.1% | 2,242 | $214K |
| Consolidated Portfolio Review Corp | 0.05% | No change | 2,179 | $208K |
| Financial Synergies Wealth Advisors, Inc. | 0.03% | Reduce -3.5% | 2,162 | $206K |
| Oppenheimer & Co. Inc. | 0.00% | New | 2,158 | $206K |
| Allworth Financial LP | 0.00% | Reduce -47.7% | 1,978 | $189K |
| NBT Bank, N.A. | 0.01% | New | 1,885 | $180K |
| Key Financial Inc | 0.04% | No change | 1,800 | $172K |
| Northwest Capital Management Inc | 0.05% | No change | 1,563 | $149K |
| Aptus Capital Advisors, LLC | 0.00% | Add +13872.7% | 1,537 | $147K |
| Dogwood Wealth Management LLC | 0.08% | Add +9.1% | 1,437 | $137K |
| WFA of San Diego, LLC | 0.11% | No change | 1,415 | $135K |
| Geneos Wealth Management Inc. | 0.01% | Add +9.9% | 1,385 | $132K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 1,230 | $117K |
| DT Investment Partners, LLC | 0.01% | No change | 1,115 | $106K |
| Continuum Advisory, LLC | 0.01% | Add +4.3% | 984 | $93K |
| Whittier Trust Co. | 0.00% | Reduce -9.0% | 927 | $89K |
| Coppell Advisory Solutions LLC | 0.01% | Reduce -54.6% | 915 | $87K |
| Johnson Financial Group, Inc. | 0.00% | New | 826 | $79K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 733 | $70K |
| Mechanics Financial Corp | 0.03% | Reduce -70.5% | 684 | $65K |
| Authentikos Wealth Advisory, LLC | 0.06% | Reduce -98.7% | 651 | $62K |
| Lanark Financial, Inc. | 0.01% | No change | 649 | $61K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 615 | $59K |
| Element Wealth, LLC | 0.03% | Add +0.3% | 614 | $59K |
| Bank of Montreal | 0.00% | Reduce -99.7% | 610 | $58K |
| Jones Financial Companies LLLP | 0.00% | Add +114.9% | 578 | $55K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 570 | $54K |
| International Assets Investment Management, LLC | 0.00% | Add +22.6% | 542 | $52K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 506 | $48K |
| Mattson Financial Services, LLC | 0.02% | No change | 487 | $45K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 423 | $40K |
| Carmichael Hill & Associates, Inc. | 0.01% | Reduce -8.7% | 367 | $35K |
| Avior Wealth Management, LLC | 0.00% | No change | 367 | $35K |
| Blair William & Co. | 0.00% | Reduce -4.7% | 324 | $31K |
| Main Management LLC | 0.00% | No change | 316 | $30K |
| Creative Financial Designs Inc. | 0.00% | Add +2.0% | 306 | $29K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 300 | $29K |
| Harbour Investments, Inc. | 0.00% | Reduce -50.7% | 257 | $25K |
| Bellevue Asset Management, LLC | 0.01% | No change | 240 | $23K |
| Cape Investment Advisory, Inc. | 0.01% | Add +0.8% | 238 | $23K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 223 | $21K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -38.3% | 221 | $21K |
| Global Retirement Partners, LLC | 0.00% | Add +9.1% | 217 | $21K |
| Pacifica Partners Inc. | 0.01% | Add +1.1% | 180 | $17K |
| Westside Investment Management, Inc. | 0.00% | No change | 126 | $12K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | Add +0.9% | 112 | $11K |
| Bank of New Hampshire | 0.00% | No change | 99 | $9K |
| Paladin Wealth, LLC | 0.01% | — | 82 | $8K |
| Fortitude Family Office, LLC | 0.00% | New | 74 | $7K |
| Tsfg, LLC | 0.00% | Add +1.3% | 78 | $7K |
| IFP Advisors, Inc | 0.00% | Reduce -57.4% | 66 | $6K |
| Parallel Advisors, LLC | 0.00% | No change | 61 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +20.8% | 58 | $6K |
| Webster Bank, N. A. | 0.00% | Reduce -82.0% | 55 | $5K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 54 | $5K |
| Blue Trust, Inc. | 0.00% | New | 46 | $4K |
| Sunbelt Securities, Inc. | 0.00% | Add +2.3% | 44 | $4K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 43 | $4K |
| Smartleaf Asset Management LLC | 0.00% | No change | 39 | $4K |
| Astor Investment Management LLC | 0.00% | Reduce -88.8% | 38 | $4K |
| Baldwin Wealth Partners LLC | 0.00% | New | 37 | $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 |
| Ascentis Wealth Management, LLC | 0.00% | — | 18 | $2K |
| FMR LLC | 0.00% | Reduce -76.3% | 18 | $2K |
| Hollencrest Capital Management | 0.00% | No change | 17 | $2K |
| CoreCap Advisors, LLC | 0.00% | No change | 15 | $1K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 14 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -94.0% | 14 | $1K |
| Darwin Wealth Management, LLC | 0.00% | New | 7 | $669 |
| Earned Wealth Advisors, LLC | 0.00% | New | 1 | $113 |
"% 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.