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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

54 hedge funds and large institutions have $206M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

186% more capital invested

Capital invested by funds: $72.2M → $206M (+$134M)

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

25.61% more ownership

Funds ownership: 28.81% → 54.43% (+26%)

26% more funds holding

Funds holding: 43 → 54 (+11)

Holders
54
Holders Change
+11
Holders Change %
+25.58%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
17
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
+$94.1M
2
RJA
Raymond James & Associates
Florida
+$16.8M
3
BTS
BB&T Securities
Virginia
+$7.81M
4
Morgan Stanley
Morgan Stanley
New York
+$5.58M
5
Jane Street
Jane Street
New York
+$2.67M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$8.34M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.67M
3
VKH
Virtu KCG Holdings
New York
-$2.43M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.46M
5
FWM
Frontier Wealth Management
Missouri
-$689K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$558K – – –
Allianz Asset Management
27
Allianz Asset Management
Germany
$522K +$507K +5,055 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$480K +$141K +1,409 +43%
RFA
29
Reilly Financial Advisors
California
$454K +$29.5K +294 +7%
CI
30
Clal Insurance
Israel
$410K -$245K -2,440 -38%
SFG
31
StrategIQ Financial Group
Indiana
$383K +$115K +1,150 +45%
HCM
32
Hengehold Capital Management
Ohio
$369K +$359K +3,580 New
CAN
33
Cetera Advisor Networks
California
$336K +$602 +6 +0.2%
BPC
34
Banque Pictet & Cie
Switzerland
$264K – – –
PNAA
35
Pictet North America Advisors
Switzerland
$264K – – –
WS
36
Wedbush Securities
California
$259K +$39.1K +390 +18%
UBS Group
37
UBS Group
Switzerland
$258K -$396K -3,951 -61%
ACM
38
Argentus Capital Management
Texas
$239K +$233K +2,321 New
SA
39
SRH Advisors
Kansas
$227K – – –
SHJ
40
Sharkey, Howes & Javer
Colorado
$220K – – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$194K +$69K +688 +58%
AP
42
Advisors Preferred
Maryland
$119K +$116K +1,157 New
CFA
43
Carroll Financial Associates
North Carolina
$63K +$13.5K +135 +28%
MFS
44
MSI Financial Services
Massachusetts
$49K – – –
AWMS
45
Advocacy Wealth Management Services
Georgia
$37K +$35.9K +358 New
Citigroup
46
Citigroup
New York
$28K +$5.52K +55 +26%
AIG
47
American International Group
New York
$16K +$100 +1 +0.6%
HI
48
Hudock Inc
Pennsylvania
$16K +$16K +160 New
ASN
49
Advisory Services Network
Georgia
$10K +$9.23K +92 New
S
50
SignatureFD
Georgia
$8K – – –
1
2
3

CORP Hedge Fund Activity: Q1 2016 in Review

54 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q1 2016, worth a combined $206M — up 186% from $72.2M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CORP positions and 5 closed out — a net gain of 11 holders — while 17 added to existing stakes and 12 trimmed.

The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $94.1M. The largest seller was Susquehanna International Group, cutting an estimated $8.34M.

  • 54 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q1 2016, up from 43 in Q4 2015.
  • Funds reported $206M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q1 2016, up 186% quarter-over-quarter.
  • 16 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q1 2016 and 5 closed out, a net change of +11 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q1 2016 was RiverFront Investment Group, an estimated $94.1M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q1 2016 was Susquehanna International Group, an estimated $8.34M sold.

Based on aggregated 13F filings for Q1 2016.