Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pimco ETF Tr (HYS)

243 + Investors. Track Smart Money conviction in HYS. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
1Q ▲
Buyers last Q
62%

Smart Money Signals — HYS

Based on 244 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added HYS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
244 hedge funds hold HYS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 62% buying

138 buying83 selling
Last quarter: 138 funds were net buyers (36 opened a brand new position + 102 added to an existing one). Only 83 were sellers (58 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~36 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 23 → 34 → 34 → 36. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

66% of holders stayed for 2+ years

66% conviction (2yr+) 18% medium 17% new
160 out of 244 hedge funds have held HYS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

27 → 23 → 34 → 34 → 36 new funds/Q
New funds entering each quarter: 23 → 34 → 34 → 36. A growing number of institutions are discovering HYS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 70% veterans vs 19% newcomers

70% veterans 11% 1-2yr 19% new
Entry-cohort mix of 244 holders: 170 (70%) are 2+ year veterans, 28 entered 1–2 years ago, and 46 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
18 of 243 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — HYS

In 2026 Q1, 138 hedge funds were net buyers of HYS (36 opened a new position, 102 added to an existing one), while 83 reduced or exited (58 trimmed, 25 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. 34% of total institutional value in HYS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 244.

Hedge Fund Ownership: HYS

How many hedge funds hold HYS — quarterly history vs. share price
Quarterly hedge fund ownership of HYS vs. share price

Market Analysis: HYS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HYS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Pimco ETF Tr (HYS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HYS has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 84d ago
HYS
+0.2%
SPY
+14.9%

HYS outperformed SPY by -14.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
HYS
+1.0%
SPY
+1.1%

Since the filing became public, HYS outperformed SPY by -0.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 1 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: HYS
243 + Investors

Track Smart Money conviction in HYS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 243 233 4.29%
13F Shares 9M 8M 4.48%
Total Value $786M $781M 0.74%
New Positions 36 34 +2
Increased Positions 101 94 +7
Closed Positions 26 35 -9
Reduced Positions 58 66 -8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HYS

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Institutional Holders (2026 Q1)

243 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HYS. Verified SEC 13F-HR filings.

QUARTER:
Top 25 HYS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mid-American Wealth Advisory Group, Inc. 13.28% 331,479 $31.4M
2 Capital Management Associates, Inc 3.42% 162,054 $15.1M
3 Seamount Financial Group Inc 1.98% 47,017 $4.4M
4 Strategic Advocates LLC 1.62% 3,931 $367K
5 RMR Wealth Builders 1.50% 204,908 $19.1M
6 Friedenthal Financial 1.38% 29,524 $2.8M
7 Condor Capital Management 1.35% 172,785 $16.1M
8 BHK Investment Advisors, LLC 1.34% 42,900 $4.0M
9 Barden Capital Management, Inc. 1.19% 14,938 $1.4M
10 Compass Financial Group, Inc. 1.09% 26,025 $2.4M
11 Authentikos Wealth Advisory, LLC 1.06% 16,774 $1.6M
12 Evolution Wealth Management INC. 1.01% 14,811 $1.4M
13 Glass Jacobson Investment Advisors llc 0.98% 30,546 $2.8M
14 Invested Advisors 0.98% 10,372 $967K
15 Financial & Tax Architects, LLC 0.82% 39,531 $3.7M
16 Precision Wealth Strategies, LLC 0.82% 26,520 $2.5M
17 Stokes Capital Advisors, LLC 0.79% 37,994 $3.5M
18 Adamsbrown Wealth Consultants LLC 0.65% 26,190 $2.4M
19 Larch Capital Partners LLC 0.63% 46,758 $4.4M
20 Viawealth, LLC 0.63% 12,135 $1.1M
21 Milestones Private Investment Advisors LLC 0.61% 7,421 $692K
22 IFG Advisory, LLC 0.54% 2,010 $187K
23 North Dallas Bank & Trust Co 0.45% 7,069 $659K
24 TD Private Client Wealth LLC 0.44% 227,398 $21.2M
25 BAM Wealth Management, LLC 0.43% 6,165 $575K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Pimco ETF Tr (HYS)

What does the Smart Money Trend signal show for HYS?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added HYS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HYS?

More buyers than sellers — 62% buying: Last quarter: 138 funds were net buyers (36 opened a brand new position + 102 added to an existing one). Only 83 were sellers (58 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HYS holders?

Strong quality — 34% AUM from major funds: 18 of 243 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held HYS?

66% of holders stayed for 2+ years: 160 out of 244 hedge funds have held HYS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Pimco ETF Tr (HYS) following the 2026 Q1 hedge fund 13F filings?

As of today, HYS has moved +1.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -0.1%. Since the quarter end (March 31, 2026), HYS has gained +0.2% vs +14.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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