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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

74 hedge funds and large institutions have $284M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

0.63% more ownership

Funds ownership: 55.61% → 56.23% (+0.63%)

0% more funds holding

Funds holding: 74 → 74 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

14% less capital invested

Capital invested by funds: $332M → $284M (-$47.8M)

Holders
74
Holders Change
–
Holders Change %
0%
% of All Funds
1.85%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
29
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$17.7M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$6.19M
3
UCFA
United Capital Financial Advisors
Texas
+$4.29M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.45M
5
Jane Street
Jane Street
New York
+$2.28M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
-$32M
2
WI
WBI Investments
New Jersey
-$10.4M
3
RJA
Raymond James & Associates
Florida
-$7.37M
4
FWM
Frontier Wealth Management
Missouri
-$6.04M
5
SBL
Sargent Bickham Lagudis
Colorado
-$995K
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
26
Hengehold Capital Management
Ohio
$1.61M +$460K +4,446 +39%
PAG
27
Private Advisor Group
New Jersey
$1.28M +$978K +9,445 +309%
JSL
28
JT Stratford LLC
Georgia
$1.25M +$1.27M +12,230 New
Ameriprise
29
Ameriprise
Minnesota
$1.22M +$21.3K +206 +2%
Wells Fargo
30
Wells Fargo
California
$1.17M -$646K -6,240 -35%
Allianz Asset Management
31
Allianz Asset Management
Germany
$1.13M – – –
AI
32
Atria Investments
North Carolina
$1.1M +$1.12M +10,781 New
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$1.06M +$345K +3,329 +48%
IWMPD
34
Integrated Wealth Management (Palm Desert)
California
$1.04M +$288K +2,781 +38%
DWM
35
Destination Wealth Management
California
$1.01M +$82.5K +797 +9%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$999K -$173K -1,670 -15%
SBL
37
Sargent Bickham Lagudis
Colorado
$835K -$995K -9,617 -54%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$802K -$29.2K -282 -3%
SFG
39
StrategIQ Financial Group
Indiana
$617K +$63.9K +617 +11%
CI
40
Cambiar Investors
Colorado
$614K -$104K -1,000 -14%
FAAS
41
First Allied Advisory Services
California
$598K +$372K +3,592 +159%
RFA
42
Reilly Financial Advisors
California
$576K +$61.1K +590 +12%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$552K – – –
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$525K +$20.5K +198 +4%
SWP
45
Stratos Wealth Partners
Ohio
$520K +$265K +2,561 +101%
PFM
46
Peak Financial Management
Massachusetts
$440K +$446K +4,305 New
CFA
47
Carroll Financial Associates
North Carolina
$392K +$155K +1,499 +64%
CFP
48
Cornerstone Financial Partners
North Carolina
$362K +$154K +1,486 +72%
VIA
49
Vantage Investment Advisors
Pennsylvania
$344K +$348K +3,362 New
CAN
50
Cetera Advisor Networks
California
$324K -$326K -3,154 -50%
1
2
3 4

CORP Hedge Fund Activity: Q4 2016 in Review

74 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q4 2016, worth a combined $284M — down 14% from $332M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CORP positions and 11 closed out — a net gain of 2 holders — while 29 added to existing stakes and 22 trimmed.

The largest buyer was Bank of America, adding an estimated $17.7M. The largest seller was RiverFront Investment Group, cutting an estimated $32M.

  • 74 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $284M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q4 2016, down 14% quarter-over-quarter.
  • 13 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q4 2016 and 11 closed out, a net change of +2 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q4 2016 was Bank of America, an estimated $17.7M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q4 2016 was RiverFront Investment Group, an estimated $32M sold.

Based on aggregated 13F filings for Q4 2016.