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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

118 hedge funds and large institutions have $450M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

5% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 41

1% less funds holding

Funds holding: 119118 (-1)

6.73% less ownership

Funds ownership: 63.87%57.14% (-6.7%)

7% less capital invested

Capital invested by funds: $485M → $450M (-$34.6M)

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
118
Holders Change
-1
Holders Change %
-0.84%
% of All Funds
2.7%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
11
Increased
43
Reduced
41
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
26
WealthSource Partners
California
$3.29M +$244K +2,417 +8%
IA
27
IFP Advisors
Florida
$3M +$625K +6,201 +26%
AI
28
Atria Investments
North Carolina
$2.74M +$96K +953 +4%
AF
29
Advisornet Financial
Minnesota
$2.66M -$395K -3,925 -13%
I
30
INVST
Indiana
$2.33M -$114K -1,135 -5%
CCA
31
Cobblestone Capital Advisors
New York
$2.31M +$1.89M +18,804 +455%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$2.26M -$1.27M -12,562 -36%
EK
33
Evensky & Katz
Florida
$2.16M +$1.25M +12,445 +138%
Citadel Advisors
34
Citadel Advisors
Florida
$1.94M +$1.95M +19,319 New
Stifel Financial
35
Stifel Financial
Missouri
$1.9M +$318K +3,158 +20%
FI
36
FormulaFolio Investments
Michigan
$1.89M +$235K +2,330 +14%
DWM
37
Destination Wealth Management
California
$1.77M
PAG
38
Private Advisor Group
New Jersey
$1.71M +$930K +9,225 +119%
FWM
39
Frontier Wealth Management
Missouri
$1.7M +$165K +1,634 +11%
CCM
40
Covington Capital Management
California
$1.59M +$145K +1,438 +10%
CWS
41
Cypress Wealth Services
California
$1.55M +$78.7K +781 +5%
MWA
42
MFA Wealth Advisors
Pennsylvania
$1.54M -$450K -4,467 -20%
PCM
43
Peak Capital Management
Colorado
$1.45M -$250K -2,483 -15%
DAS
44
Dynamic Advisor Solutions
Arizona
$1.45M +$1.45M +14,395 New
RJFSA
45
Raymond James Financial Services Advisors
Florida
$1.41M -$171K -1,695 -11%
HighTower Advisors
46
HighTower Advisors
Illinois
$1.37M -$287K -2,853 -17%
Ameriprise
47
Ameriprise
Minnesota
$1.13M -$630K -6,248 -36%
Jane Street
48
Jane Street
New York
$1.02M -$5.93M -58,816 -85%
RFA
49
Reilly Financial Advisors
California
$955K -$122K -1,209 -11%
MIH
50
Meitav Investment House
Israel
$898K

CORP Hedge Fund Activity: Q3 2018 in Review

118 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q3 2018, worth a combined $450M — down 7.1% from $485M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CORP positions and 10 closed out — a net gain of 1 holder — while 43 added to existing stakes and 41 trimmed.

The largest buyer was WBI Investments, opening a new position worth an estimated $9.49M. The largest seller was Envestnet Asset Management, cutting an estimated $15.1M.

  • 118 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q3 2018, down from 119 in Q2 2018.
  • Funds reported $450M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q3 2018, down 7.1% quarter-over-quarter.
  • 11 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q3 2018 and 10 closed out, a net change of +1 holder.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q3 2018 was WBI Investments, an estimated $9.49M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q3 2018 was Envestnet Asset Management, an estimated $15.1M sold.

Based on aggregated 13F filings for Q3 2018.