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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

143 hedge funds and large institutions have $440M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 58 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

93% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 30

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

16% more capital invested

Capital invested by funds: $380M → $440M (+$60.3M)

14% more funds holding

Funds holding: 125143 (+18)

7.76% more ownership

Funds ownership: 46.64%54.4% (+7.8%)

Holders
143
Holders Change
+18
Holders Change %
+14.4%
% of All Funds
2.2%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
29
Increased
58
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
F
26
F3Logic
Minnesota
$5.52M +$185K +1,632 +3%
BCM
27
Barden Capital Management
Texas
$5.51M +$5.53M +48,811 New
CCM
28
Covington Capital Management
California
$5.08M +$299K +2,638 +6%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$4.5M -$189K -1,664 -4%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$4.21M +$3.74K +33 +0.1%
Bank of Nova Scotia
31
Bank of Nova Scotia
Ontario, Canada
$4.21M +$4.23M +37,315 New
Truist Financial
32
Truist Financial
North Carolina
$4.08M -$3.43M -30,262 -46%
PAG
33
Private Advisor Group
New Jersey
$3.73M -$317K -2,799 -8%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$3.42M +$3.43M +30,276 New
ICM
35
Islay Capital Management
Texas
$3.27M -$1.1M -9,749 -25%
CGFA
36
Colton Groome Financial Advisors
North Carolina
$3.06M -$1.87M -16,473 -38%
VAS
37
Valicenti Advisory Services
New York
$3.02M -$765K -6,753 -20%
Citadel Advisors
38
Citadel Advisors
Florida
$2.82M -$1.18M -10,374 -29%
Osaic Holdings
39
Osaic Holdings
Arizona
$2.22M -$106K -935 -5%
PA
40
PFG Advisors
Arizona
$2.15M -$98.7K -871 -4%
FCM
41
Fortis Capital Management
Washington
$2.14M +$252K +2,223 +13%
MMA
42
Miracle Mile Advisors
California
$2.11M -$93.3K -823 -4%
BWM
43
BCS Wealth Management
Tennessee
$2.02M +$21K +185 +1%
FFWM
44
Future Financial Wealth Management
Ohio
$1.95M +$86.3K +762 +5%
KWM
45
Kingsview Wealth Management
Oregon
$1.9M +$19.3K +170 +1%
NA
46
NewEdge Advisors
Louisiana
$1.79M +$1.8M +15,850 New
MML Investors Services
47
MML Investors Services
Massachusetts
$1.63M +$130K +1,144 +9%
BCM
48
Boltwood Capital Management
California
$1.55M -$119K -1,050 -7%
SB
49
Strategic Blueprint
Georgia
$1.48M +$53.6K +473 +4%
FA
50
Faithward Advisors
Pennsylvania
$1.4M -$526K -4,644 -27%

CORP Hedge Fund Activity: Q4 2021 in Review

143 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q4 2021, worth a combined $440M — up 16% from $380M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CORP positions and 9 closed out — a net gain of 20 holders — while 58 added to existing stakes and 30 trimmed.

The largest buyer was Tradewinds Capital Management, adding an estimated $23.1M. The largest seller was Jane Street, cutting an estimated $4.96M.

  • 143 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q4 2021, up from 125 in Q3 2021.
  • Funds reported $440M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q4 2021, up 16% quarter-over-quarter.
  • 29 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q4 2021 and 9 closed out, a net change of +20 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q4 2021 was Tradewinds Capital Management, an estimated $23.1M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q4 2021 was Jane Street, an estimated $4.96M sold.

Based on aggregated 13F filings for Q4 2021.