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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

133 hedge funds and large institutions have $410M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 44

0.27% less ownership

Funds ownership: 53.21% → 52.94% (-0.27%)

5% less capital invested

Capital invested by funds: $430M → $410M (-$20.7M)

2% less funds holding

Funds holding: 136 → 133 (-3)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

Holders
133
Holders Change
-3
Holders Change %
-2.21%
% of All Funds
2.34%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
13
Increased
51
Reduced
44
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$15.9M
2
EK
Evensky & Katz
Florida
+$2.6M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$2.42M
4
Mariner
Mariner
Kansas
+$2.39M
5
HighTower Advisors
HighTower Advisors
Illinois
+$2.14M

Top Sellers

1
AO
Advisor OS
Illinois
-$27.5M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$7.94M
3
Bank of America
Bank of America
North Carolina
-$7.44M
4
William Blair & Company
William Blair & Company
Illinois
-$6.82M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
26
Valicenti Advisory Services
New York
$4.96M +$398K +3,502 +9%
EK
27
Evensky & Katz
Florida
$4.65M +$2.6M +22,843 +121%
Truist Financial
28
Truist Financial
North Carolina
$4.62M -$166K -1,459 -3%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$4.53M +$965K +8,482 +26%
OPWM
30
Oxinas Partners Wealth Management
Indiana
$4.49M -$295K -2,590 -6%
CCM
31
Covington Capital Management
California
$4.1M +$473K +4,162 +13%
Morgan Stanley
32
Morgan Stanley
New York
$3.8M +$1.33M +11,670 +52%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$3.74M +$19.4K +171 +0.5%
PAG
34
Private Advisor Group
New Jersey
$3.64M +$219K +1,923 +6%
ICM
35
Islay Capital Management
Texas
$3.6M +$602K +5,293 +20%
IA
36
IFS Advisors
Kansas
$2.72M -$133K -1,169 -5%
CWM
37
Centric Wealth Management
Illinois
$2.57M +$4.21K +37 +0.2%
Mariner
38
Mariner
Kansas
$2.34M +$2.39M +20,988 New
MMA
39
Miracle Mile Advisors
California
$2.3M -$128K -1,128 -5%
PA
40
PFG Advisors
Arizona
$2.16M +$117K +1,030 +6%
Osaic Holdings
41
Osaic Holdings
Arizona
$2.07M -$69.7K -613 -3%
BWM
42
BCS Wealth Management
Tennessee
$1.99M +$45.7K +402 +2%
FFWM
43
Future Financial Wealth Management
Ohio
$1.88M +$17.1K +150 +0.9%
KWM
44
Kingsview Wealth Management
Oregon
$1.84M +$218K +1,918 +13%
BCM
45
Boltwood Capital Management
California
$1.79M -$462K -4,059 -20%
FCM
46
Fortis Capital Management
Washington
$1.43M +$230K +2,018 +19%
MML Investors Services
47
MML Investors Services
Massachusetts
$1.41M +$556K +4,891 +63%
SB
48
Strategic Blueprint
Georgia
$1.32M +$163K +1,433 +14%
OMC
49
Old Mission Capital
Illinois
$1.29M +$1.32M +11,606 New
FA
50
Faithward Advisors
Pennsylvania
$1.24M -$11.5K -101 -0.9%
1
2
3 4 5

CORP Hedge Fund Activity: Q1 2021 in Review

133 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q1 2021, worth a combined $410M — down 4.8% from $430M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of CORP and 13 opened new positions — a net loss of 3 holders — while 44 trimmed existing stakes and 51 added.

The largest buyer was Jane Street, adding an estimated $15.9M. The largest seller was Advisor OS, cutting an estimated $27.5M.

  • 133 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q1 2021, down from 136 in Q4 2020.
  • Funds reported $410M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q1 2021, down 4.8% quarter-over-quarter.
  • 13 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q1 2021 and 16 closed out, a net change of -3 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q1 2021 was Jane Street, an estimated $15.9M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q1 2021 was Advisor OS, an estimated $27.5M sold.

Based on aggregated 13F filings for Q1 2021.