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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

89 hedge funds and large institutions have $461M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

122% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 18

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

13% more funds holding

Funds holding: 79 → 89 (+10)

1% less capital invested

Capital invested by funds: $468M → $461M (-$6.49M)

3.6% less ownership

Funds ownership: 66.48% → 62.88% (-3.6%)

Holders
89
Holders Change
+10
Holders Change %
+12.66%
% of All Funds
2.22%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
17
Increased
40
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$1.68M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.39M
3
RIG
RiverFront Investment Group
Virginia
+$1.36M
4
LYV
Live Your Vision
Pennsylvania
+$1.22M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$21.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.16M
3
HCM
Hengehold Capital Management
Ohio
-$1.67M
4
SFA
Sequoia Financial Advisors
Ohio
-$985K
5
UBS Group
UBS Group
Switzerland
-$958K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$1.84M +$27.3K +262 +2%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$1.67M -$84.9K -814 -5%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$1.58M -$58.4K -560 -4%
Ameriprise
29
Ameriprise
Minnesota
$1.39M +$24.8K +238 +2%
FAAS
30
First Allied Advisory Services
California
$1.34M +$795K +7,625 +149%
PCM
31
Peak Capital Management
Colorado
$1.31M +$1.3M +12,488 New
AA
32
Advisory Alpha
Michigan
$1.11M +$192K +1,844 +21%
WP
33
WealthSource Partners
California
$1.07M +$56.3K +540 +6%
DWM
34
Destination Wealth Management
California
$1.04M – – –
Stifel Financial
35
Stifel Financial
Missouri
$1.03M +$28.7K +275 +3%
IA
36
IFP Advisors
Florida
$1.02M +$281K +2,692 +38%
RFA
37
Reilly Financial Advisors
California
$980K +$245K +2,347 +34%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$852K +$275K +2,635 +48%
I
39
INVST
Indiana
$742K +$752K +7,208 New
PAG
40
Private Advisor Group
New Jersey
$717K -$776K -7,440 -52%
PAG
41
Pinnacle Advisory Group
Maryland
$655K +$49.7K +477 +8%
CI
42
Cambiar Investors
Colorado
$631K – – –
SFG
43
StrategIQ Financial Group
Indiana
$610K -$17K -163 -3%
VKH
44
Virtu KCG Holdings
New York
$576K -$8.34K -80 -1%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$569K – – –
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$525K +$1.04K +10 +0.2%
CG
47
Colony Group
Massachusetts
$498K +$494K +4,734 New
PFM
48
Peak Financial Management
Massachusetts
$496K +$37K +355 +8%
MIFH
49
Migdal Insurance & Financial Holdings
Israel
$492K -$8.45K -81 -2%
FA
50
FDx Advisors
Illinois
$482K -$44.1K -423 -8%
1
2
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CORP Hedge Fund Activity: Q2 2017 in Review

89 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q2 2017, worth a combined $461M — down 1.4% from $468M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CORP positions and 6 closed out — a net gain of 11 holders — while 40 added to existing stakes and 18 trimmed.

The largest buyer was United Capital Financial Advisors, adding an estimated $1.68M. The largest seller was Bank of America, cutting an estimated $21.2M.

  • 89 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q2 2017, up from 79 in Q1 2017.
  • Funds reported $461M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q2 2017, down 1.4% quarter-over-quarter.
  • 17 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q2 2017 and 6 closed out, a net change of +11 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q2 2017 was United Capital Financial Advisors, an estimated $1.68M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q2 2017 was Bank of America, an estimated $21.2M sold.

Based on aggregated 13F filings for Q2 2017.