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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

129 hedge funds and large institutions have $343M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

23% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 39

6% more funds holding

Funds holding: 122129 (+7)

2% more capital invested

Capital invested by funds: $337M → $343M (+$5.72M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

5.17% less ownership

Funds ownership: 57.93%52.76% (-5.2%)

Holders
129
Holders Change
+7
Holders Change %
+5.74%
% of All Funds
2.64%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
24
Increased
48
Reduced
39
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$4.29M +$606K +5,473 +17%
BCM
27
Boltwood Capital Management
California
$3.94M -$180K -1,621 -4%
SBL
28
Sargent Bickham Lagudis
Colorado
$3.86M -$190K -1,717 -5%
VAS
29
Valicenti Advisory Services
New York
$3.84M +$3.4M +30,707 +1,049%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$3.53M +$2M +18,067 +141%
AFP
31
Ausdal Financial Partners
Iowa
$3.46M +$959K +8,659 +40%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$3.35M +$14.1K +127 +0.4%
SKK
33
Shepherd Kaplan Krochuk
Massachusetts
$3.33M +$3.23M +29,128 New
PAG
34
Private Advisor Group
New Jersey
$3.19M +$65.3K +589 +2%
ICM
35
Islay Capital Management
Texas
$3.01M -$181K -1,632 -6%
CCM
36
Covington Capital Management
California
$2.98M +$333K +3,005 +13%
Ameriprise
37
Ameriprise
Minnesota
$2.46M +$1.51M +13,670 +176%
CWM
38
Centric Wealth Management
Illinois
$2.45M +$1.15M +10,423 +95%
FA
39
Faithward Advisors
Pennsylvania
$2.42M -$751K -6,774 -24%
CGFA
40
Colton Groome Financial Advisors
North Carolina
$2.28M +$1.02M +9,211 +86%
Osaic Holdings
41
Osaic Holdings
Arizona
$2.15M -$8.18M -73,791 -80%
BWM
42
BCS Wealth Management
Tennessee
$2M +$111 +1 +0%
PA
43
PFG Advisors
Arizona
$1.86M -$115K -1,038 -6%
OIA
44
OneDigital Investment Advisors
Kansas
$1.76M -$299K -2,700 -15%
BSB
45
Bangor Savings Bank
Maine
$1.41M -$161K -1,456 -11%
KWM
46
Kingsview Wealth Management
Oregon
$1.36M +$196K +1,772 +17%
SB
47
Strategic Blueprint
Georgia
$1.36M +$1.31M +11,867 New
FI
48
FormulaFolio Investments
Michigan
$1.33M -$95K -857 -7%
SPC
49
Sigma Planning Corp
Michigan
$1.31M +$139K +1,253 +12%
EK
50
Evensky & Katz
Florida
$1.3M -$67.6K -610 -5%

CORP Hedge Fund Activity: Q2 2020 in Review

129 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q2 2020, worth a combined $343M — up 1.7% from $337M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new CORP positions and 15 closed out — a net gain of 9 holders — while 48 added to existing stakes and 39 trimmed.

The largest buyer was Bank of America, adding an estimated $10.7M. The largest seller was Tradewinds Capital Management, cutting an estimated $29.4M.

  • 129 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q2 2020, up from 122 in Q1 2020.
  • Funds reported $343M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q2 2020, up 1.7% quarter-over-quarter.
  • 24 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q2 2020 and 15 closed out, a net change of +9 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q2 2020 was Bank of America, an estimated $10.7M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q2 2020 was Tradewinds Capital Management, an estimated $29.4M sold.

Based on aggregated 13F filings for Q2 2020.