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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

122 hedge funds and large institutions have $337M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2020 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

6.48% more ownership

Funds ownership: 51.45%57.93% (+6.5%)

3% more capital invested

Capital invested by funds: $328M → $337M (+$8.91M)

2% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 42

6% less funds holding

Funds holding: 130122 (-8)

19% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 27

Holders
122
Holders Change
-8
Holders Change %
-6.15%
% of All Funds
2.69%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
22
Increased
41
Reduced
42
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$3.4M -$647K -5,907 -16%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$3.09M -$1.06M -9,649 -25%
ICM
28
Islay Capital Management
Texas
$2.96M +$32.4K +296 +1%
FA
29
Faithward Advisors
Pennsylvania
$2.95M -$835K -7,632 -21%
PAG
30
Private Advisor Group
New Jersey
$2.9M -$100K -916 -3%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$2.58M +$925K +8,448 +53%
CCM
32
Covington Capital Management
California
$2.44M +$52.5K +480 +2%
AFP
33
Ausdal Financial Partners
Iowa
$2.38M +$440K +4,024 +23%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$2.19M -$456K -4,165 -17%
IA
35
IFP Advisors
Florida
$2.1M +$286K +2,609 +15%
OIA
36
OneDigital Investment Advisors
Kansas
$1.92M -$1.26M -11,523 -39%
PA
37
PFG Advisors
Arizona
$1.89M +$424K +3,875 +29%
BWM
38
BCS Wealth Management
Tennessee
$1.85M +$112K +1,019 +6%
Financial Engines Advisors
39
Financial Engines Advisors
California
$1.74M +$488K +4,458 +37%
Morgan Stanley
40
Morgan Stanley
New York
$1.51M -$855K -7,815 -35%
Wolverine Trading
41
Wolverine Trading
Illinois
$1.48M +$1.54M +14,058 New
BSB
42
Bangor Savings Bank
Maine
$1.46M -$267K -2,441 -15%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$1.36M -$232K -2,122 -14%
Osaic Holdings
44
Osaic Holdings
Arizona
$1.34M +$10.1M +92,604 New
FI
45
FormulaFolio Investments
Michigan
$1.32M -$16.9K -154 -1%
AWM
46
AE Wealth Management
Kansas
$1.31M +$1.36M +12,403 New
EK
47
Evensky & Katz
Florida
$1.27M +$322K +2,942 +33%
CW
48
CreativeOne Wealth
Kansas
$1.26M +$380K +3,473 +41%
CWM
49
Centric Wealth Management
Illinois
$1.2M +$1.2M +10,991 New
FWP
50
FAS Wealth Partners
Kansas
$1.19M -$892K -8,149 -42%

CORP Hedge Fund Activity: Q1 2020 in Review

122 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q1 2020, worth a combined $337M — up 2.7% from $328M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of CORP and 22 opened new positions — a net loss of 5 holders — while 42 trimmed existing stakes and 41 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $16.2M. The largest seller was Visionary Wealth Advisors, cutting an estimated $8.47M.

  • 122 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q1 2020, down from 130 in Q4 2019.
  • Funds reported $337M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q1 2020, up 2.7% quarter-over-quarter.
  • 22 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q1 2020 and 27 closed out, a net change of -5 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q1 2020 was Citadel Advisors, an estimated $16.2M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q1 2020 was Visionary Wealth Advisors, an estimated $8.47M sold.

Based on aggregated 13F filings for Q1 2020.