We are live on ! Find out more
CORP icon

PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

130 hedge funds and large institutions have $328M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 50 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

47% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 34

16% more capital invested

Capital invested by funds: $282M → $328M (+$45.5M)

13% more funds holding

Funds holding: 115130 (+15)

8.19% more ownership

Funds ownership: 43.26%51.45% (+8.2%)

Holders
130
Holders Change
+15
Holders Change %
+13.04%
% of All Funds
2.56%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
25
Increased
50
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
26
Faithward Advisors
Pennsylvania
$3.91M -$94K -858 -2%
BCM
27
Boltwood Capital Management
California
$3.71M +$236K +2,158 +7%
CS
28
Credit Suisse
Switzerland
$3.66M +$3.65M +33,325 New
5L
29
55I LLC
Massachusetts
$3.54M +$517K +4,717 +17%
OIA
30
OneDigital Investment Advisors
Kansas
$3.26M +$1.92M +17,537 +145%
W
31
WealthOne
New York
$3.22M +$3.2M +29,250 New
PAG
32
Private Advisor Group
New Jersey
$3.11M +$483K +4,409 +18%
VAS
33
Valicenti Advisory Services
New York
$3.07M +$188K +1,717 +7%
ICM
34
Islay Capital Management
Texas
$3.04M +$3.03M +27,670 New
CGFA
35
Colton Groome Financial Advisors
North Carolina
$2.93M +$68.4K +624 +2%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$2.73M -$399K -3,647 -13%
CCM
37
Covington Capital Management
California
$2.48M +$208K +1,895 +9%
Morgan Stanley
38
Morgan Stanley
New York
$2.43M +$138K +1,257 +6%
FWP
39
FAS Wealth Partners
Kansas
$2.13M +$270K +2,466 +15%
SMG
40
Spectrum Management Group
Indiana
$1.99M +$1.29M +11,800 +187%
AFP
41
Ausdal Financial Partners
Iowa
$1.97M +$638K +5,821 +50%
IA
42
IFP Advisors
Florida
$1.92M -$34.9K -319 -2%
BWM
43
BCS Wealth Management
Tennessee
$1.81M +$1.8M +16,468 New
BSB
44
Bangor Savings Bank
Maine
$1.79M -$155K -1,414 -8%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.75M -$3.58M -32,682 -67%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$1.71M +$35.4K +323 +2%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$1.64M +$187K +1,708 +13%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$1.59M +$1.27M +11,585 +403%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$1.56M -$57.3K -523 -4%
SDWMA
50
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.5M +$131K +1,197 +10%

CORP Hedge Fund Activity: Q4 2019 in Review

130 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q4 2019, worth a combined $328M — up 16% from $282M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new CORP positions and 9 closed out — a net gain of 16 holders — while 50 added to existing stakes and 34 trimmed.

The largest buyer was Tradewinds Capital Management, opening a new position worth an estimated $19.3M. The largest seller was Jane Street, cutting an estimated $6.12M.

  • 130 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q4 2019, up from 115 in Q3 2019.
  • Funds reported $328M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q4 2019, up 16% quarter-over-quarter.
  • 25 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q4 2019 and 9 closed out, a net change of +16 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q4 2019 was Tradewinds Capital Management, an estimated $19.3M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q4 2019 was Jane Street, an estimated $6.12M sold.

Based on aggregated 13F filings for Q4 2019.