We are live on ! Find out more
CORP icon

PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

74 hedge funds and large institutions have $332M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2016 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 11

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

48% more capital invested

Capital invested by funds: $225M → $332M (+$107M)

17% more funds holding

Funds holding: 63 → 74 (+11)

5.02% more ownership

Funds ownership: 50.59% → 55.61% (+5%)

Holders
74
Holders Change
+11
Holders Change %
+17.46%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
38
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
+$51.6M
2
RJA
Raymond James & Associates
Florida
+$10.9M
3
WI
WBI Investments
New Jersey
+$10.4M
4
FWM
Frontier Wealth Management
Missouri
+$6.55M
5
BTS
BB&T Securities
Virginia
+$3.95M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$14M
2
HighTower Advisors
HighTower Advisors
Illinois
-$6.15M
3
SBL
Sargent Bickham Lagudis
Colorado
-$1.12M
4
GC
Guggenheim Capital
Illinois
-$646K
5
VKH
Virtu KCG Holdings
New York
-$643K
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
26
Hengehold Capital Management
Ohio
$1.21M +$43.8K +410 +4%
Allianz Asset Management
27
Allianz Asset Management
Germany
$1.18M -$145K -1,358 -11%
ACM
28
Argentus Capital Management
Texas
$1.08M +$626K +5,862 +136%
DWM
29
Destination Wealth Management
California
$972K – – –
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$896K +$896K +8,396 New
Bank of New York Mellon
31
Bank of New York Mellon
New York
$867K +$68.2K +639 +9%
IWMPD
32
Integrated Wealth Management (Palm Desert)
California
$789K +$643K +6,022 +439%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$748K +$117K +1,093 +18%
CI
34
Cambiar Investors
Colorado
$747K +$747K +7,000 New
CAN
35
Cetera Advisor Networks
California
$674K +$337K +3,160 +100%
SFG
36
StrategIQ Financial Group
Indiana
$578K +$65.6K +614 +13%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$577K – – –
FF
38
Friedenthal Financial
New Jersey
$545K +$545K +5,108 New
RFA
39
Reilly Financial Advisors
California
$538K +$31.1K +291 +6%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$526K -$48.9K -458 -8%
CI
41
Clal Insurance
Israel
$424K – – –
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$380K +$143K +1,340 +60%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$379K +$178K +1,665 +88%
Stifel Financial
44
Stifel Financial
Missouri
$357K +$355K +3,325 New
AA
45
Advisory Alpha
Michigan
$342K +$320K +3,000 +1,493%
UBS Group
46
UBS Group
Switzerland
$331K +$41.9K +392 +14%
PAG
47
Private Advisor Group
New Jersey
$324K +$326K +3,057 New
AFP
48
Ausdal Financial Partners
Iowa
$283K +$35.4K +332 +14%
GC
49
Guggenheim Capital
Illinois
$278K -$646K -6,054 -70%
BPC
50
Banque Pictet & Cie
Switzerland
$273K – – –
1
2
3 4

CORP Hedge Fund Activity: Q3 2016 in Review

74 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 Q3 2016, worth a combined $332M — up 48% from $225M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CORP positions and 5 closed out — a net gain of 11 holders — while 38 added to existing stakes and 11 trimmed.

The largest buyer was RiverFront Investment Group, adding an estimated $51.6M. The largest seller was Wells Fargo, cutting an estimated $14M.

  • 74 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q3 2016, up from 63 in Q2 2016.
  • Funds reported $332M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q3 2016, up 48% quarter-over-quarter.
  • 16 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q3 2016 and 5 closed out, a net change of +11 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q3 2016 was RiverFront Investment Group, an estimated $51.6M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q3 2016 was Wells Fargo, an estimated $14M sold.

Based on aggregated 13F filings for Q3 2016.