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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

79 hedge funds and large institutions have $468M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

105% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 19

65% more capital invested

Capital invested by funds: $284M → $468M (+$184M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

10.25% more ownership

Funds ownership: 56.23% → 66.48% (+10%)

7% more funds holding

Funds holding: 74 → 79 (+5)

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.97%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
11
Increased
39
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
+$103M
2
RJA
Raymond James & Associates
Florida
+$28.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.4M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$7.16M
5
UCFA
United Capital Financial Advisors
Texas
+$6.99M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$4.87M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
-$2.9M
3
VKH
Virtu KCG Holdings
New York
-$2.6M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$1.13M
5
Jane Street
Jane Street
New York
-$977K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$1.77M -$172K -1,673 -9%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$1.73M +$659K +6,415 +62%
JSL
28
JT Stratford LLC
Georgia
$1.72M +$461K +4,487 +37%
HCM
29
Hengehold Capital Management
Ohio
$1.67M +$43.4K +423 +3%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$1.61M +$602K +5,867 +60%
IWMPD
31
Integrated Wealth Management (Palm Desert)
California
$1.51M +$458K +4,461 +44%
PAG
32
Private Advisor Group
New Jersey
$1.47M +$185K +1,802 +14%
Ameriprise
33
Ameriprise
Minnesota
$1.34M +$112K +1,087 +9%
DWM
34
Destination Wealth Management
California
$1.02M – – –
WP
35
WealthSource Partners
California
$989K +$755K +7,357 +327%
Stifel Financial
36
Stifel Financial
Missouri
$988K +$711K +6,926 +263%
AA
37
Advisory Alpha
Michigan
$894K +$891K +8,676 New
SWP
38
Stratos Wealth Partners
Ohio
$731K +$207K +2,011 +40%
IA
39
IFP Advisors
Florida
$723K +$555K +5,405 +335%
RFA
40
Reilly Financial Advisors
California
$718K +$138K +1,341 +24%
CI
41
Cambiar Investors
Colorado
$618K – – –
SFG
42
StrategIQ Financial Group
Indiana
$614K -$7.19K -70 -1%
PAG
43
Pinnacle Advisory Group
Maryland
$593K +$304K +2,963 +106%
VKH
44
Virtu KCG Holdings
New York
$573K -$2.6M -25,300 -82%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$563K +$561K +5,468 New
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$557K – – –
FAAS
47
First Allied Advisory Services
California
$528K -$74K -721 -12%
FA
48
FDx Advisors
Illinois
$516K +$515K +5,011 New
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$513K -$14.9K -145 -3%
MIFH
50
Migdal Insurance & Financial Holdings
Israel
$491K -$2.9M -28,194 -86%
1
2
3 4

CORP Hedge Fund Activity: Q1 2017 in Review

79 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q1 2017, worth a combined $468M — up 65% from $284M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CORP positions and 5 closed out — a net gain of 6 holders — while 39 added to existing stakes and 19 trimmed.

The largest buyer was RiverFront Investment Group, adding an estimated $103M. The largest seller was Citadel Advisors, cutting an estimated $4.87M.

  • 79 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q1 2017, up from 74 in Q4 2016.
  • Funds reported $468M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q1 2017, up 65% quarter-over-quarter.
  • 11 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q1 2017 and 5 closed out, a net change of +6 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q1 2017 was RiverFront Investment Group, an estimated $103M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q1 2017 was Citadel Advisors, an estimated $4.87M sold.

Based on aggregated 13F filings for Q1 2017.