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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

120 hedge funds and large institutions have $299M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

2% more funds holding

Funds holding: 118 → 120 (+2)

9.41% less ownership

Funds ownership: 57.14% → 47.73% (-9.4%)

20% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 46

34% less capital invested

Capital invested by funds: $450M → $299M (-$151M)

Holders
120
Holders Change
+2
Holders Change %
+1.69%
% of All Funds
2.67%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
23
Increased
37
Reduced
46
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$14.7M
2
Bank of America
Bank of America
North Carolina
+$11.7M
3
Wells Fargo
Wells Fargo
California
+$3.88M
4
BCM
Boltwood Capital Management
California
+$3.23M
5
Morgan Stanley
Morgan Stanley
New York
+$2.63M

Top Sellers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
-$108M
2
RJA
Raymond James & Associates
Florida
-$20M
3
PEA
Pacific Edge Advisors
California
-$13.7M
4
WI
WBI Investments
New Jersey
-$9.47M
5
BTS
BB&T Securities
Virginia
-$8.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$2.33M -$2.03M -20,502 -47%
BTS
27
BB&T Securities
Virginia
$2.31M -$8.67M -87,777 -79%
RF
28
RHS Financial
California
$2.31M +$2.3M +23,271 New
AF
29
Advisornet Financial
Minnesota
$2.26M -$358K -3,629 -14%
PAG
30
Private Advisor Group
New Jersey
$2.23M +$544K +5,509 +32%
I
31
INVST
Indiana
$2.15M -$148K -1,502 -6%
UCFA
32
United Capital Financial Advisors
Texas
$2.07M -$2.61M -26,419 -56%
IA
33
IFP Advisors
Florida
$1.98M -$964K -9,757 -33%
AI
34
Atria Investments
North Carolina
$1.93M -$766K -7,751 -28%
FI
35
FormulaFolio Investments
Michigan
$1.89M – – –
VAS
36
Valicenti Advisory Services
New York
$1.72M +$1.71M +17,352 New
PCM
37
Peak Capital Management
Colorado
$1.61M +$159K +1,613 +11%
CCM
38
Covington Capital Management
California
$1.53M -$37K -375 -2%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$1.52M +$132K +1,341 +10%
CWS
40
Cypress Wealth Services
California
$1.44M -$85.3K -864 -6%
5L
41
55I LLC
Massachusetts
$1.44M +$1.43M +14,521 New
FWM
42
Frontier Wealth Management
Missouri
$1.43M -$243K -2,465 -15%
Stifel Financial
43
Stifel Financial
Missouri
$1.38M -$480K -4,860 -26%
MWA
44
MFA Wealth Advisors
Pennsylvania
$1.38M -$406K -4,108 -23%
CWM
45
Centric Wealth Management
Illinois
$1.27M +$1.26M +12,778 New
ACM
46
AlphaStar Capital Management
North Carolina
$1.26M +$621K +6,287 +101%
HighTower Advisors
47
HighTower Advisors
Illinois
$1.11M -$243K -2,459 -18%
BSB
48
Bangor Savings Bank
Maine
$1.05M +$332K +3,359 +46%
Ameriprise
49
Ameriprise
Minnesota
$974K -$140K -1,421 -13%
RFA
50
Reilly Financial Advisors
California
$946K +$5.14K +52 +0.5%
1
2
3 4 5

CORP Hedge Fund Activity: Q4 2018 in Review

120 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q4 2018, worth a combined $299M — down 34% from $450M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CORP positions and 20 closed out — a net gain of 3 holders — while 37 added to existing stakes and 46 trimmed.

The largest buyer was Jane Street, adding an estimated $14.7M. The largest seller was RiverFront Investment Group, cutting an estimated $108M.

  • 120 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q4 2018, up from 118 in Q3 2018.
  • Funds reported $299M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q4 2018, down 34% quarter-over-quarter.
  • 23 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q4 2018 and 20 closed out, a net change of +3 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q4 2018 was Jane Street, an estimated $14.7M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q4 2018 was RiverFront Investment Group, an estimated $108M sold.

Based on aggregated 13F filings for Q4 2018.