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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

63 hedge funds and large institutions have $225M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2016 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 10

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

17% more funds holding

Funds holding: 54 → 63 (+9)

9% more capital invested

Capital invested by funds: $206M → $225M (+$18.2M)

3.84% less ownership

Funds ownership: 54.43% → 50.59% (-3.8%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
63
Holders Change
+9
Holders Change %
+16.67%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
29
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$13.2M
2
LYV
Live Your Vision
Pennsylvania
+$5.43M
3
William Blair & Company
William Blair & Company
Illinois
+$3.51M
4
Bank of America
Bank of America
North Carolina
+$3.05M
5
RIG
RiverFront Investment Group
Virginia
+$2.12M

Top Sellers

Rank Fund Capital Flow
1
WP
WealthSource Partners
California
-$7.74M
2
FWM
Frontier Wealth Management
Missouri
-$6.05M
3
Morgan Stanley
Morgan Stanley
New York
-$4.53M
4
LPL Financial
LPL Financial
California
-$2.99M
5
HighTower Advisors
HighTower Advisors
Illinois
-$2.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$796K -$196K -1,876 -20%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$628K +$14.9K +143 +2%
Ameriprise
28
Ameriprise
Minnesota
$586K +$575K +5,516 New
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$575K – – –
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$573K +$76.5K +734 +16%
SFG
31
StrategIQ Financial Group
Indiana
$510K +$114K +1,095 +30%
RFA
32
Reilly Financial Advisors
California
$505K +$36.7K +352 +8%
ACM
33
Argentus Capital Management
Texas
$457K +$206K +1,979 +85%
CI
34
Clal Insurance
Israel
$422K – – –
CAN
35
Cetera Advisor Networks
California
$335K -$11K -106 -3%
FAAS
36
First Allied Advisory Services
California
$297K +$289K +2,770 New
UBS Group
37
UBS Group
Switzerland
$288K +$21.8K +209 +8%
WS
38
Wedbush Securities
California
$274K +$6.98K +67 +3%
BPC
39
Banque Pictet & Cie
Switzerland
$272K – – –
PNAA
40
Pictet North America Advisors
Switzerland
$272K – – –
SB
41
Suntrust Banks
Georgia
$265K +$265K +2,541 New
AFP
42
Ausdal Financial Partners
Iowa
$246K +$241K +2,317 New
SHJ
43
Sharkey, Howes & Javer
Colorado
$236K -$146K -1,399 -39%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$236K +$231K +2,218 New
SA
45
SRH Advisors
Kansas
$234K – – –
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$201K +$938 +9 +0.5%
CFA
47
Carroll Financial Associates
North Carolina
$174K +$107K +1,025 +166%
IWMPD
48
Integrated Wealth Management (Palm Desert)
California
$146K +$143K +1,372 New
IA
49
IFP Advisors
Florida
$90K +$88.7K +851 New
AG
50
Advisor Group
Arizona
$81K +$81K +777 New
1
2
3

CORP Hedge Fund Activity: Q2 2016 in Review

63 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q2 2016, worth a combined $225M — up 8.8% from $206M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CORP positions and 5 closed out — a net gain of 9 holders — while 29 added to existing stakes and 10 trimmed.

The largest buyer was Wells Fargo, adding an estimated $13.2M. The largest seller was WealthSource Partners, exiting entirely with an estimated $7.74M sold.

  • 63 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q2 2016, up from 54 in Q1 2016.
  • Funds reported $225M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q2 2016, up 8.8% quarter-over-quarter.
  • 14 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q2 2016 and 5 closed out, a net change of +9 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q2 2016 was Wells Fargo, an estimated $13.2M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q2 2016 was WealthSource Partners, an estimated $7.74M sold.

Based on aggregated 13F filings for Q2 2016.