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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

95 hedge funds and large institutions have $499M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 16

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

8% more capital invested

Capital invested by funds: $461M → $499M (+$37.8M)

7% more funds holding

Funds holding: 89 → 95 (+6)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

1.21% less ownership

Funds ownership: 62.88% → 61.66% (-1.2%)

Holders
95
Holders Change
+6
Holders Change %
+6.74%
% of All Funds
2.37%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
12
Increased
47
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWMG
Alliance Wealth Management Group
New Jersey
+$6.48M
2
Jane Street
Jane Street
New York
+$3.53M
3
VF
Virtu Financial
New York
+$2.55M
4
ACM
AlphaStar Capital Management
North Carolina
+$2.31M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.23M

Top Sellers

Rank Fund Capital Flow
1
FWM
Frontier Wealth Management
Missouri
-$5.95M
2
DI
Diligent Investors
California
-$2.98M
3
SBL
Sargent Bickham Lagudis
Colorado
-$1.04M
4
Morgan Stanley
Morgan Stanley
New York
-$436K
5
AIP
Almanack Investment Partners
Pennsylvania
-$358K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
26
AlphaStar Capital Management
North Carolina
$2.27M +$2.31M +21,942 +129,071%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$2.23M +$2.23M +21,183 New
SCA
28
Snowden Capital Advisors
New York
$2.22M +$2.22M +21,043 New
FWM
29
Frontier Wealth Management
Missouri
$2.16M -$5.95M -56,447 -73%
JSL
30
JT Stratford LLC
Georgia
$2.15M +$201K +1,910 +10%
UBS Group
31
UBS Group
Switzerland
$2.14M +$88.2K +836 +4%
SFA
32
Sequoia Financial Advisors
Ohio
$1.84M -$52.1K -494 -3%
FAAS
33
First Allied Advisory Services
California
$1.7M +$363K +3,439 +27%
HighTower Advisors
34
HighTower Advisors
Illinois
$1.57M -$269K -2,547 -15%
PCM
35
Peak Capital Management
Colorado
$1.49M +$176K +1,665 +13%
Ameriprise
36
Ameriprise
Minnesota
$1.48M +$88.3K +837 +6%
AA
37
Advisory Alpha
Michigan
$1.27M +$155K +1,472 +14%
I
38
INVST
Indiana
$1.25M +$490K +4,651 +65%
PAG
39
Private Advisor Group
New Jersey
$1.25M +$524K +4,970 +72%
SPIA
40
Steward Partners Investment Advisory
New York
$1.25M +$1.25M +11,844 New
IA
41
IFP Advisors
Florida
$1.18M +$152K +1,444 +15%
FI
42
FormulaFolio Investments
Michigan
$1.06M +$634K +6,011 +148%
DWM
43
Destination Wealth Management
California
$1.04M – – –
CCM
44
Covington Capital Management
California
$1.04M +$1.04M +9,874 New
Stifel Financial
45
Stifel Financial
Missouri
$1.01M -$27.1K -257 -3%
RFA
46
Reilly Financial Advisors
California
$972K -$10.3K -98 -1%
FA
47
FDx Advisors
Illinois
$861K +$377K +3,576 +78%
PAG
48
Pinnacle Advisory Group
Maryland
$762K +$105K +998 +16%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$727K -$127K -1,207 -15%
CI
50
Cambiar Investors
Colorado
$632K – – –
1
2
3 4

CORP Hedge Fund Activity: Q3 2017 in Review

95 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 Q3 2017, worth a combined $499M — up 8.2% from $461M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CORP positions and 5 closed out — a net gain of 7 holders — while 47 added to existing stakes and 16 trimmed.

The largest buyer was Alliance Wealth Management Group, adding an estimated $6.48M. The largest seller was Frontier Wealth Management, cutting an estimated $5.95M.

  • 95 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q3 2017, up from 89 in Q2 2017.
  • Funds reported $499M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q3 2017, up 8.2% quarter-over-quarter.
  • 12 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q3 2017 and 5 closed out, a net change of +7 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q3 2017 was Alliance Wealth Management Group, an estimated $6.48M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q3 2017 was Frontier Wealth Management, an estimated $5.95M sold.

Based on aggregated 13F filings for Q3 2017.