PIMCO 0-5 Year H/Y Corp. BondHYSETF
13F holders, Q4 2024 (December 31)237holders +1
19new positions
22sold out
1famous investor
$93.74avg. 13F price*
At the end of Q4 2024, 237 institutions reported holding PIMCO 0-5 Year H/Y Corp. Bond (HYS) in their 13F filings, up 1 from Q3 2024. 19 opened new positions and 22 sold out. The largest holders were Assetmark, Inc. ($62.4M), Morgan Stanley ($61.0M) and Envestnet Asset Management Inc. ($53.2M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- PIMCO 0-5 Year H/Y Corp. Bond
- Filed as
- PIMCO ETF TR (Q4 2024)
- CUSIP
- 72201R783
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $15.2M |
| Exits | 22 | $15.8M |
All 13F filers, Q3 2024 → Q4 2024: 900,905 shares bought and 1,793,097 shares sold, net −892,192 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 237 holders
| Assetmark, Inc. | 0.17% | Add +0.1% | 666,440 | $62.4M |
| Morgan Stanley | 0.00% | Reduce -13.8% | 651,194 | $61.0M |
| Envestnet Asset Management Inc. | 0.02% | Add +0.1% | 568,259 | $53.2M |
| UBS Group AG | 0.01% | Reduce -10.5% | 339,811 | $31.8M |
| Cetera Investment Advisers | 0.06% | Add +0.7% | 309,425 | $29.0M |
| Mid-American Wealth Advisory Group, Inc. | 16.21% | Add +4680.5% | 294,238 | $27.6M |
| PNC Financial Services Group, Inc. | 0.02% | Add +3.9% | 280,119 | $26.2M |
| Financial Management Professionals, Inc. | 2.55% | Add +3.4% | 215,509 | $20.2M |
| LPL Financial LLC | 0.01% | Add +47.6% | 197,016 | $18.5M |
| OneDigital Investment Advisors LLC | 0.19% | Add +2.9% | 173,695 | $16.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -79.8% | 168,990 | $15.8M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -39.8% | 149,266 | $14.0M |
| Royal Bank of Canada | 0.00% | Add +47.5% | 146,906 | $13.8M |
| Condor Capital Management | 1.18% | Add +4.4% | 143,293 | $13.4M |
| Bank of America Corp. | 0.00% | Add +23.1% | 143,124 | $13.4M |
| RMR Wealth Builders | 1.38% | Add +12.2% | 142,346 | $13.3M |
| West Financial Advisors, LLC | 2.54% | Add +1.2% | 140,353 | $13.1M |
| TD Private Client Wealth LLC | 0.37% | Add +11.9% | 139,566 | $13.1M |
| Cwm, LLC | 0.05% | Add +0.8% | 127,643 | $12.0M |
| Wells Fargo & Company | 0.00% | Add +12.9% | 122,272 | $11.5M |
| Capital Management Associates, Inc | 4.17% | Add +10.6% | 118,693 | $11.1M |
| Renaissance Technologies | 0.02% | Add +63.0% | 117,519 | $11.0M |
| Osaic Holdings, Inc. | 0.02% | Add +28.7% | 103,288 | $9.7M |
| Strategic Advocates LLC | 3.25% | Add +8.7% | 102,902 | $9.6M |
| Bank of Nova Scotia | 0.02% | Reduce -61.1% | 96,973 | $9.1M |
| Advisors Preferred, LLC | 1.41% | Add +10.7% | 93,444 | $8.8M |
| One Capital Management, LLC | 0.28% | Add +57.1% | 90,148 | $8.4M |
| Man Group plc | 0.03% | Reduce -19.1% | 87,069 | $8.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.0% | 81,716 | $7.7M |
| Exencial Wealth Advisors, LLC | 0.28% | Add +4.8% | 80,996 | $7.6M |
| Allianz Asset Management GmbH | 0.01% | Reduce -82.7% | 73,117 | $6.8M |
| Graves Light Lenhart Wealth, Inc. | 0.84% | Reduce -10.8% | 71,970 | $6.7M |
| Atria Wealth Solutions, Inc. | 0.07% | Add +15.8% | 64,426 | $6.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -2.3% | 59,220 | $5.5M |
| Synergy Asset Management, LLC | 0.39% | New | 53,237 | $5.0M |
| Raymond James Financial Inc. | 0.00% | — | 48,807 | $4.6M |
| Stifel Financial Corp. | 0.00% | Add +0.4% | 46,984 | $4.4M |
| Tidal Investments LLC | 0.03% | New | 41,455 | $3.9M |
| Merit Financial Group, LLC | 0.07% | Reduce -5.5% | 38,971 | $3.7M |
| CreativeOne Wealth, LLC | 0.11% | Add +21.9% | 37,983 | $3.6M |
| Tennessee Valley Asset Management Partners | 0.59% | Reduce -4.0% | 37,729 | $3.5M |
| Truist Financial Corp. | 0.01% | Reduce -17.9% | 36,099 | $3.4M |
| BNP Paribas Financial Markets | 0.00% | New | 36,000 | $3.4M |
| Alternative Investment Advisors, LLC. | 1.75% | Reduce -10.8% | 35,780 | $3.4M |
| BHK Investment Advisors, LLC | 1.24% | Add +2.0% | 35,350 | $3.3M |
| Glass Jacobson Investment Advisors llc | 1.08% | Add +2.8% | 35,253 | $3.3M |
| Financial & Tax Architects, LLC | 0.83% | Add +7.4% | 34,971 | $3.3M |
| Wealthspire Retirement, LLC | 0.25% | Add +5.7% | 33,895 | $3.2M |
| Seamount Financial Group Inc. | 2.11% | Add +5.7% | 32,539 | $3.0M |
| Coastline Trust Co | 0.34% | No change | 30,821 | $2.9M |
| Compass Financial Group, Inc. | 1.23% | Reduce -3.7% | 27,392 | $2.6M |
| GM Advisory Group, LLC | 0.14% | Reduce -6.9% | 27,202 | $2.5M |
| Aspen Investment Management Inc | 1.17% | Add +1.7% | 26,855 | $2.5M |
| Valmark Advisers, Inc. | 0.04% | Add +3.6% | 26,585 | $2.5M |
| NewEdge Advisors, LLC | 0.01% | Add +98.4% | 26,378 | $2.5M |
| Atria Investments, Inc | 0.03% | Reduce -46.1% | 24,644 | $2.3M |
| Mariner, LLC | 0.00% | Reduce -46.1% | 24,231 | $2.3M |
| Jefferies Financial Group Inc. | 0.02% | Add +0.6% | 22,321 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +27.9% | 22,036 | $2.1M |
| MML Investors Services, LLC | 0.01% | Add +2.2% | 21,241 | $2.0M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +7.3% | 20,183 | $1.9M |
| Friedenthal Financial | 1.08% | Add +2.1% | 19,802 | $1.9M |
| CKW Financial Group | 0.22% | Reduce -2.1% | 19,425 | $1.8M |
| Financial Futures Ltd Liability Co. | 1.03% | Reduce -69.5% | 19,376 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Add +2.9% | 18,970 | $1.8M |
| Viawealth, LLC | 1.07% | Add +21.2% | 18,897 | $1.8M |
| Sage Rhino Capital LLC | 0.39% | Reduce -63.0% | 18,848 | $1.8M |
| Advisory Services Network, LLC | 0.03% | Add +2.4% | 18,794 | $1.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Add +4.5% | 18,478 | $1.7M |
| Bellecapital International Ltd. | 0.29% | No change | 17,276 | $1.6M |
| Peapack Gladstone Financial Corp. | 0.02% | No change | 17,255 | $1.6M |
| South Plains Financial, Inc. | 1.23% | — | 17,160 | $1.6M |
| NewSquare Capital LLC | 0.13% | Add +2.6% | 16,791 | $1.6M |
| Adamsbrown Wealth Consultants LLC | 0.52% | Add +16.3% | 16,229 | $1.5M |
| Flow Traders U.S. LLC | 0.06% | Add +123.5% | 16,218 | $1.5M |
| MainStreet Investment Advisors LLC | 0.21% | Reduce -5.9% | 15,965 | $1.5M |
| Barden Capital Management, Inc. | 1.21% | Add +4.0% | 15,118 | $1.4M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Reduce -7.2% | 13,876 | $1.3M |
| PAX Financial Group, LLC | 0.23% | Add +1.7% | 13,507 | $1.3M |
| Barclays PLC | 0.00% | Reduce -29.4% | 13,000 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -5.4% | 12,750 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +32.5% | 12,737 | $1.2M |
| Stokes Capital Advisors, LLC | 0.31% | Add +314.4% | 12,700 | $1.2M |
| Visionary Wealth Advisors | 0.07% | Add +1.0% | 12,694 | $1.2M |
| &partners | 0.01% | Add +0.0% | 12,045 | $1.1M |
| AE Wealth Management LLC | 0.01% | Add +4.0% | 11,877 | $1.1M |
| CIBC Private Wealth Group LLC | 0.00% | Add +5.6% | 11,369 | $1.1M |
| IFG Advisory, LLC | 0.06% | Reduce -14.2% | 11,293 | $1.1M |
| National Bank of Canada | 0.00% | Add +237.6% | 11,197 | $1.0M |
| GeoWealth Management, LLC | 0.03% | Reduce -9.1% | 10,385 | $973K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -0.4% | 10,107 | $947K |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -1.7% | 10,086 | $945K |
| Hoxton Planning & Management, LLC | 0.36% | Reduce -1.0% | 10,070 | $943K |
| Allianz Investment Management U.S. LLC | 0.07% | No change | 9,977 | $935K |
| Hamilton Wealth, LLC | 0.22% | Reduce -3.5% | 9,571 | $897K |
| Curtis Advisory Group, LLC | 0.23% | Add +14.0% | 9,484 | $888K |
| SOL Capital Management CO | 0.10% | Add +5.1% | 9,458 | $886K |
| Richardson Financial Services Inc. | 0.55% | Reduce -11.0% | 8,285 | $781K |
| Argent Trust Co | 0.03% | Reduce -21.9% | 7,907 | $741K |
| Pinnacle Bancorp, Inc. | 0.24% | Reduce -2.1% | 7,767 | $728K |
| Charter Oak Capital Management, LLC | 0.07% | Reduce -1.7% | 7,550 | $707K |
| World Investment Advisors | 0.02% | Add +60.1% | 7,377 | $691K |
| Howard Wealth Management, LLC | 0.36% | Add +18.7% | 7,152 | $670K |
| Rollins Financial Advisors, LLC | 0.10% | Reduce -13.3% | 6,787 | $636K |
| Intellectus Partners, LLC | 0.14% | Reduce -2.0% | 6,557 | $618K |
| New Century Financial Group, LLC | 0.26% | Reduce -2.5% | 6,481 | $611K |
| Axos Invest Inc. | 0.44% | Reduce -9.3% | 6,506 | $610K |
| Gilman Hill Asset Management, LLC | 0.10% | Add +131.8% | 6,375 | $597K |
| JMG Financial Group, Ltd. | 0.02% | Reduce -18.1% | 6,111 | $572K |
| Murphy & Mullick Capital Management Corp | 0.52% | — | 6,067 | $568K |
| HRT Financial LP | 0.00% | New | 6,006 | $562K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -7.3% | 5,844 | $547K |
| TFG Advisers LLC | 0.19% | Add +6.2% | 5,733 | $537K |
| US Bancorp \de | 0.00% | No change | 5,445 | $510K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | No change | 5,360 | $502K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -32.0% | 5,314 | $498K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 5,275 | $494K |
| Rainey & Randall Wealth Advisors Inc. | 0.10% | Add +0.1% | 5,237 | $494K |
| Strategic Wealth Investment Group, LLC | 0.03% | New | 1,269 | $494K |
| Per Stirling Capital Management, LLC. | 0.07% | Reduce -15.2% | 5,196 | $487K |
| Gateway Wealth Partners, LLC | 0.12% | Reduce -4.7% | 4,944 | $463K |
| Ground Swell Capital, LLC | 1.00% | New | 4,922 | $461K |
| Legacy Capital Group California, Inc. | 0.14% | Reduce -5.9% | 4,815 | $451K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -10.8% | 4,657 | $436K |
| Hillsdale Investment Management Inc. | 0.02% | Add +37.1% | 4,615 | $432K |
| Burns J W & Co. Inc. | 0.06% | Reduce -20.1% | 4,606 | $431K |
| Cerity Partners LLC | 0.00% | Reduce -8.5% | 4,527 | $424K |
| Level Four Advisory Services, LLC | 0.02% | Add +1.0% | 4,490 | $421K |
| Kane Investment Management, Inc. | 0.22% | — | 4,280 | $401K |
| Snowden Capital Advisors LLC | 0.01% | No change | 4,223 | $398K |
| Milestone Asset Management, LLC | 0.09% | Reduce -2.8% | 4,205 | $394K |
| Burt Wealth Advisors | 0.10% | Add +4.3% | 4,129 | $387K |
| Security Financial Services, INC. | 0.08% | Add +39.2% | 4,122 | $386K |
| Independent Financial Group, LLC | 0.01% | Add +22.7% | 4,017 | $376K |
| Rialto Wealth Management, LLC | 0.12% | — | 3,974 | $372K |
| Advisor OS, LLC | 0.04% | Reduce -3.6% | 3,974 | $372K |
| Sigma Planning Corp | 0.01% | Reduce -2.3% | 3,855 | $361K |
| Beacon Bridge Wealth Partners, LLC | 0.15% | Reduce -25.8% | 3,816 | $357K |
| Jones Financial Companies LLLP | 0.00% | Add +533.6% | 3,662 | $343K |
| Helium Advisors LLC | 0.27% | — | 3,655 | $342K |
| Stonebridge Financial Planning Group, LLC | 0.15% | Reduce -5.4% | 3,510 | $329K |
| Susquehanna International Group, LLP | 0.00% | Reduce -16.0% | 3,478 | $326K |
| Global Assets Advisory, LLC | 0.17% | Add +1.5% | 3,356 | $315K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -8.6% | 3,360 | $315K |
| Aveo Capital Partners, LLC | 0.03% | Add +10.1% | 3,327 | $312K |
| Legacy Advisory Services, LLC | 0.26% | Add +1.9% | 3,289 | $308K |
| Kovack Advisors, Inc. | 0.03% | Add +0.0% | 3,271 | $306K |
| Stephens Inc. | 0.00% | No change | 3,263 | $306K |
| DAVENPORT & Co LLC | 0.00% | New | 3,155 | $296K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +1.9% | 3,065 | $288K |
| Scotia Capital Inc. | 0.00% | Reduce -7.8% | 3,040 | $285K |
| Independent Advisor Alliance | 0.00% | New | 2,878 | $270K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -9.7% | 2,804 | $267K |
| Csenge Advisory Group | 0.01% | Add +3.3% | 2,843 | $266K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -8.3% | 2,835 | $266K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -8.2% | 2,830 | $265K |
| Bank of New York Mellon Corp | 0.00% | Reduce -49.0% | 2,787 | $261K |
| Allworth Financial LP | 0.00% | Add +37.3% | 2,715 | $257K |
| Beacon Financial Advisory LLC | 0.08% | Reduce -5.5% | 2,678 | $251K |
| Castleview Partners, LLC | 0.13% | New | 2,595 | $244K |
| Comerica Bank | 0.00% | Add +0.2% | 2,584 | $242K |
| Private Advisor Group, LLC | 0.00% | Reduce -52.9% | 2,578 | $241K |
| Cape Ann Savings Bank | 0.14% | Reduce -8.7% | 2,510 | $235K |
| Roundview Capital LLC | 0.02% | Reduce -0.2% | 2,455 | $230K |
| RiverFront Investment Group, LLC | 0.00% | New | 2,315 | $217K |
| Oppenheimer & Co. Inc. | 0.00% | Add +6.7% | 2,303 | $216K |
| Geneos Wealth Management Inc. | 0.01% | Add +61.2% | 2,232 | $209K |
| Navellier & Associates Inc. | 0.02% | New | 2,203 | $206K |
| Consolidated Portfolio Review Corp | 0.03% | Reduce -1.2% | 2,152 | $202K |
| NBT Bank, N.A. | 0.01% | No change | 1,885 | $177K |
| Key Financial Inc | 0.04% | No change | 1,800 | $169K |
| Rogco, LP | 0.07% | Reduce -26.0% | 1,785 | $167K |
| Bank of Montreal | 0.00% | Add +180.3% | 1,710 | $160K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.1% | 1,539 | $145K |
| MAI Capital Management | 0.00% | New | 1,380 | $129K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 1,230 | $115K |
| Johnson Financial Group, Inc. | 0.01% | Add +39.4% | 1,151 | $109K |
| DT Investment Partners, LLC | 0.01% | No change | 1,115 | $104K |
| Redwood Park Advisors LLC | 0.09% | — | 1,091 | $102K |
| Continuum Advisory, LLC | 0.01% | Reduce -4.2% | 943 | $88K |
| Whittier Trust Co. | 0.00% | No change | 927 | $87K |
| Coppell Advisory Solutions LLC | 0.01% | Reduce -5.9% | 861 | $81K |
| Zions Bancorporation, N.A. | 0.01% | Reduce -62.7% | 850 | $80K |
| Global Retirement Partners, LLC | 0.00% | Add +254.8% | 770 | $72K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 733 | $69K |
| Dogwood Wealth Management LLC | 0.04% | Reduce -50.2% | 715 | $67K |
| Mattson Financial Services, LLC | 0.02% | Add +43.3% | 698 | $67K |
| Mechanics Financial Corp | 0.03% | No change | 684 | $64K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.2% | 616 | $58K |
| Element Wealth, LLC | 0.03% | Add +0.2% | 615 | $58K |
| Headlands Technologies LLC | 0.01% | New | 579 | $54K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 570 | $53K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 506 | $47K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +5.9% | 448 | $42K |
| Blair William & Co. | 0.00% | No change | 324 | $30K |
| Main Management LLC | 0.00% | No change | 316 | $30K |
| Creative Financial Designs Inc. | 0.00% | Add +1.6% | 311 | $29K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 300 | $28K |
| Bellevue Asset Management, LLC | 0.01% | No change | 240 | $22K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 223 | $21K |
| First Horizon Advisors, Inc. | 0.00% | No change | 221 | $21K |
| Pacifica Partners Inc. | 0.01% | Add +1.7% | 183 | $17K |
| Harbour Investments, Inc. | 0.00% | Reduce -29.2% | 182 | $17K |
| New Wave Wealth Advisors LLC | 0.01% | New | 149 | $14K |
| Parallel Advisors, LLC | 0.00% | Add +116.4% | 132 | $12K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -46.2% | 128 | $12K |
| Westside Investment Management, Inc. | 0.00% | No change | 126 | $12K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | Add +0.9% | 113 | $11K |
| Northwest Capital Management Inc | 0.00% | Reduce -92.8% | 112 | $10K |
| Ameriflex Group, Inc. | 0.00% | — | 99 | $9K |
| Bank of New Hampshire | 0.00% | No change | 99 | $9K |
| Park Square Financial Group, LLC | 0.01% | — | 91 | $9K |
| Principal Securities, Inc. | 0.00% | New | 83 | $8K |
| Tsfg, LLC | 0.00% | Add +1.3% | 79 | $7K |
| IFP Advisors, Inc | 0.00% | No change | 66 | $6K |
| Webster Bank, N. A. | 0.00% | No change | 55 | $5K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 54 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -17.2% | 48 | $4K |
| Truvestments Capital LLC | 0.00% | New | 46 | $4K |
| Blue Trust, Inc. | 0.00% | No change | 46 | $4K |
| Sunbelt Securities, Inc. | 0.00% | Add +2.3% | 45 | $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% | No change | 38 | $4K |
| FMR LLC | 0.00% | Add +33.3% | 24 | $2K |
| Legacy Investment Solutions, LLC | 0.00% | New | 23 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | New | 23 | $2K |
| ORG Partners LLC | 0.00% | New | 21 | $2K |
| Avior Wealth Management, LLC | 0.00% | Reduce -94.3% | 21 | $2K |
| FWL Investment Management, LLC | 0.00% | No change | 20 | $2K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 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% | No change | 14 | $1K |
| Golden State Wealth Management, LLC | 0.00% | — | 9 | $907 |
| Darwin Wealth Management, LLC | 0.00% | No change | 7 | $655 |
"% 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.