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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

122 hedge funds and large institutions have $636M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 61 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 28

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

11% more capital invested

Capital invested by funds: $574M → $636M (+$62.5M)

1% more funds holding

Funds holding: 121 → 122 (+1)

0.56% more ownership

Funds ownership: 67.22% → 67.78% (+0.56%)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

Holders
122
Holders Change
+1
Holders Change %
+0.83%
% of All Funds
2.8%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
17
Increased
61
Reduced
28
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EK
Evensky & Katz
Florida
+$36.6M
2
RIG
RiverFront Investment Group
Virginia
+$24.3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$9.32M
4
RJA
Raymond James & Associates
Florida
+$7.79M
5
Jane Street
Jane Street
New York
+$6.75M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$19M
2
WI
WBI Investments
New Jersey
-$9.79M
3
SBL
Sargent Bickham Lagudis
Colorado
-$3.76M
4
BCP
Blackhawk Capital Partners
Wisconsin
-$2.39M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$1.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$3.81M +$973K +9,422 +34%
AF
27
Advisornet Financial
Minnesota
$3.62M -$164K -1,591 -4%
Allianz Asset Management
28
Allianz Asset Management
Germany
$3.56M -$1.76M -17,048 -33%
WP
29
WealthSource Partners
California
$3.41M +$736K +7,133 +27%
William Blair & Company
30
William Blair & Company
Illinois
$3.3M -$217K -2,101 -6%
Morgan Stanley
31
Morgan Stanley
New York
$3.09M +$190K +1,838 +6%
GWM
32
Geneos Wealth Management
Colorado
$2.96M +$2.89M +28,007 +5,365%
Wells Fargo
33
Wells Fargo
California
$2.87M -$379K -3,675 -12%
FAAS
34
First Allied Advisory Services
California
$2.86M +$1.01M +9,793 +54%
ACG
35
Allen Capital Group
Nebraska
$2.83M +$681K +6,599 +31%
ACM
36
AlphaStar Capital Management
North Carolina
$2.71M +$93.1K +902 +4%
IA
37
IFP Advisors
Florida
$2.5M – – –
JSL
38
JT Stratford LLC
Georgia
$2.42M +$74.2K +719 +3%
FWM
39
Frontier Wealth Management
Missouri
$2.16M -$12.9K -125 -0.6%
MWA
40
MFA Wealth Advisors
Pennsylvania
$2.14M -$441K -4,271 -17%
VF
41
Virtu Financial
New York
$2.13M +$1.53M +14,813 +246%
Stifel Financial
42
Stifel Financial
Missouri
$1.83M +$804K +7,788 +77%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$1.75M +$181K +1,755 +11%
Ameriprise
44
Ameriprise
Minnesota
$1.71M +$86.2K +835 +5%
CWS
45
Cypress Wealth Services
California
$1.65M +$619K +5,996 +59%
PCM
46
Peak Capital Management
Colorado
$1.54M +$98.1K +950 +7%
HighTower Advisors
47
HighTower Advisors
Illinois
$1.53M -$2.06K -20 -0.1%
CCM
48
Covington Capital Management
California
$1.44M +$377K +3,650 +35%
FI
49
FormulaFolio Investments
Michigan
$1.44M +$170K +1,649 +13%
I
50
INVST
Indiana
$1.42M +$69.1K +669 +5%
1
2
3 4 5

CORP Hedge Fund Activity: Q1 2018 in Review

122 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q1 2018, worth a combined $636M — up 11% from $574M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CORP positions and 15 closed out — a net gain of 2 holders — while 61 added to existing stakes and 28 trimmed.

The largest buyer was Evensky & Katz, opening a new position worth an estimated $36.6M. The largest seller was Envestnet Asset Management, cutting an estimated $19M.

  • 122 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q1 2018, up from 121 in Q4 2017.
  • Funds reported $636M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q1 2018, up 11% quarter-over-quarter.
  • 17 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q1 2018 and 15 closed out, a net change of +2 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q1 2018 was Evensky & Katz, an estimated $36.6M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q1 2018 was Envestnet Asset Management, an estimated $19M sold.

Based on aggregated 13F filings for Q1 2018.