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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

130 hedge funds and large institutions have $350M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

66% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 35

17% more capital invested

Capital invested by funds: $299M → $350M (+$51.1M)

9.87% more ownership

Funds ownership: 47.73%57.6% (+9.9%)

8% more funds holding

Funds holding: 120130 (+10)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
130
Holders Change
+10
Holders Change %
+8.33%
% of All Funds
2.81%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
21
Increased
58
Reduced
35
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
26
BB&T Securities
Virginia
$3.48M +$1.04M +10,321 +44%
LYV
27
Live Your Vision
Pennsylvania
$3.1M -$13.8K -136 -0.5%
FWM
28
Frontier Wealth Management
Missouri
$2.97M +$1.44M +14,213 +99%
BCM
29
Boltwood Capital Management
California
$2.87M -$502K -4,964 -15%
WP
30
WealthSource Partners
California
$2.51M -$895K -8,838 -27%
I
31
INVST
Indiana
$2.47M +$235K +2,326 +11%
AF
32
Advisornet Financial
Minnesota
$2.27M -$87.2K -862 -4%
Jane Street
33
Jane Street
New York
$2.19M -$14M -138,167 -87%
Stifel Financial
34
Stifel Financial
Missouri
$2.16M +$691K +6,827 +49%
RF
35
RHS Financial
California
$2.14M -$267K -2,635 -11%
FI
36
FormulaFolio Investments
Michigan
$2.13M +$176K +1,742 +9%
Morgan Stanley
37
Morgan Stanley
New York
$2.09M -$4.26M -42,056 -68%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$2.09M +$1.67M +16,516 +453%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$1.97M +$369K +3,649 +24%
VAS
40
Valicenti Advisory Services
New York
$1.88M +$75.7K +748 +4%
CCM
41
Covington Capital Management
California
$1.83M +$218K +2,150 +14%
5L
42
55I LLC
Massachusetts
$1.8M +$287K +2,837 +20%
CWM
43
Centric Wealth Management
Illinois
$1.75M +$409K +4,044 +32%
PAG
44
Private Advisor Group
New Jersey
$1.69M -$628K -6,202 -28%
BCP
45
Blackhawk Capital Partners
Wisconsin
$1.46M +$1.42M +14,055 New
UCFA
46
United Capital Financial Advisors
Texas
$1.4M -$757K -7,481 -36%
CWS
47
Cypress Wealth Services
California
$1.39M -$114K -1,129 -8%
FWP
48
FAS Wealth Partners
Kansas
$1.35M +$529K +5,229 +67%
BSB
49
Bangor Savings Bank
Maine
$1.32M +$218K +2,157 +20%
Wells Fargo
50
Wells Fargo
California
$1.3M -$3.54M -34,991 -74%

CORP Hedge Fund Activity: Q1 2019 in Review

130 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q1 2019, worth a combined $350M — up 17% from $299M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CORP positions and 10 closed out — a net gain of 11 holders — while 58 added to existing stakes and 35 trimmed.

The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $24.2M. The largest seller was Jane Street, cutting an estimated $14M.

  • 130 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q1 2019, up from 120 in Q4 2018.
  • Funds reported $350M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q1 2019, up 17% quarter-over-quarter.
  • 21 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q1 2019 and 10 closed out, a net change of +11 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $24.2M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q1 2019 was Jane Street, an estimated $14M sold.

Based on aggregated 13F filings for Q1 2019.