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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

130 hedge funds and large institutions have $375M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 34

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

9% more capital invested

Capital invested by funds: $343M → $375M (+$32.5M)

1% more funds holding

Funds holding: 129130 (+1)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

6.21% less ownership

Funds ownership: 52.76%46.55% (-6.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $815K

Holders
130
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
2.62%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
14
Increased
55
Reduced
34
Closed
12
Calls
Puts
$815K
Net Calls
-$815K
Net Calls Change
-$815K
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$3.52M +$167K +1,438 +5%
CCM
27
Covington Capital Management
California
$3.45M +$466K +4,019 +15%
PAG
28
Private Advisor Group
New Jersey
$3.42M +$221K +1,908 +7%
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$3.33M -$8.87M -76,582 -73%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$3.28M -$1.29M -11,126 -28%
Truist Financial
31
Truist Financial
North Carolina
$3.09M +$1.86M +16,060 +147%
ICM
32
Islay Capital Management
Texas
$3.06M +$37.2K +321 +1%
CGFA
33
Colton Groome Financial Advisors
North Carolina
$2.97M +$689K +5,945 +30%
BCM
34
Boltwood Capital Management
California
$2.69M -$1.28M -11,049 -32%
MMA
35
Miracle Mile Advisors
California
$2.56M +$2.59M +22,317 New
Osaic Holdings
36
Osaic Holdings
Arizona
$2.16M -$1.85K -16 -0.1%
BWM
37
BCS Wealth Management
Tennessee
$2.01M +$6.6K +57 +0.3%
Ameriprise
38
Ameriprise
Minnesota
$1.99M -$477K -4,121 -19%
PA
39
PFG Advisors
Arizona
$1.91M +$64.1K +553 +3%
KWM
40
Kingsview Wealth Management
Oregon
$1.48M +$112K +971 +8%
Morgan Stanley
41
Morgan Stanley
New York
$1.36M +$331K +2,856 +32%
FA
42
Faithward Advisors
Pennsylvania
$1.35M -$1.08M -9,362 -44%
BSB
43
Bangor Savings Bank
Maine
$1.31M -$107K -925 -7%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.24M +$575K +4,963 +85%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$1.21M +$248K +2,143 +26%
CWM
46
Centric Wealth Management
Illinois
$1.2M -$1.21M -10,423 -49%
CW
47
CreativeOne Wealth
Kansas
$1.19M -$54.1K -467 -4%
LB
48
Leo Brokerage
Texas
$1.11M +$1.13M +9,717 New
SPC
49
Sigma Planning Corp
Michigan
$1.07M -$238K -2,051 -18%
FCM
50
Fortis Capital Management
Washington
$1.03M +$170K +1,470 +19%

CORP Hedge Fund Activity: Q3 2020 in Review

130 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q3 2020, worth a combined $375M — up 9.5% from $343M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CORP positions and 12 closed out — a net gain of 2 holders — while 55 added to existing stakes and 34 trimmed.

The largest buyer was Jane Street, adding an estimated $31.3M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $8.87M.

  • 130 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q3 2020, up from 129 in Q2 2020.
  • Funds reported $375M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q3 2020, up 9.5% quarter-over-quarter.
  • 14 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q3 2020 and 12 closed out, a net change of +2 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q3 2020 was Jane Street, an estimated $31.3M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q3 2020 was Qube Research & Technologies (QRT), an estimated $8.87M sold.

Based on aggregated 13F filings for Q3 2020.