We are live on ! Find out more
CORP icon

PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

134 hedge funds and large institutions have $410M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.16% more ownership

Funds ownership: 54.4%58.56% (+4.2%)

4% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 52

6% less funds holding

Funds holding: 143134 (-9)

7% less capital invested

Capital invested by funds: $440M → $410M (-$30.2M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

41% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 17

Holders
134
Holders Change
-9
Holders Change %
-6.29%
% of All Funds
2.11%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
10
Increased
54
Reduced
52
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
26
Covington Capital Management
California
$4.93M +$213K +1,988 +4%
Truist Financial
27
Truist Financial
North Carolina
$4.14M +$393K +3,662 +10%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$3.97M -$190K -1,776 -4%
AF
29
Advisornet Financial
Minnesota
$3.44M -$4.01M -37,424 -53%
ICM
30
Islay Capital Management
Texas
$2.7M -$326K -3,042 -11%
PAG
31
Private Advisor Group
New Jersey
$2.49M -$982K -9,157 -28%
FCM
32
Fortis Capital Management
Washington
$2.28M +$319K +2,972 +16%
TCM
33
Tradewinds Capital Management
Washington
$2.23M -$19.6M -182,382 -89%
FFWM
34
Future Financial Wealth Management
Ohio
$2.07M +$269K +2,510 +14%
Osaic Holdings
35
Osaic Holdings
Arizona
$2M +$65.1K +607 +3%
CAN
36
Cetera Advisor Networks
California
$1.97M +$1.44M +13,382 +242%
MMA
37
Miracle Mile Advisors
California
$1.95M +$2.68K +25 +0.1%
VAS
38
Valicenti Advisory Services
New York
$1.91M -$909K -8,475 -32%
BWM
39
BCS Wealth Management
Tennessee
$1.81M -$55.1K -514 -3%
NA
40
NewEdge Advisors
Louisiana
$1.77M +$126K +1,174 +7%
PA
41
PFG Advisors
Arizona
$1.75M -$237K -2,212 -12%
Ameriprise
42
Ameriprise
Minnesota
$1.64M +$960K +8,948 +132%
KWM
43
Kingsview Wealth Management
Oregon
$1.6M -$152K -1,421 -8%
LA
44
Lindenwold Advisors
Pennsylvania
$1.48M +$240K +2,234 +19%
MML Investors Services
45
MML Investors Services
Massachusetts
$1.43M -$77.4K -722 -5%
FA
46
Faithward Advisors
Pennsylvania
$1.35M +$57.5K +536 +4%
CGFA
47
Colton Groome Financial Advisors
North Carolina
$1.34M -$1.53M -14,255 -52%
MWM
48
Modera Wealth Management
New Jersey
$1.28M +$43.1K +402 +3%
RJA
49
Raymond James & Associates
Florida
$1.14M +$260K +2,425 +29%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$1.13M -$2.84M -26,441 -71%

CORP Hedge Fund Activity: Q1 2022 in Review

134 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q1 2022, worth a combined $410M — down 6.9% from $440M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of CORP and 10 opened new positions — a net loss of 7 holders — while 52 trimmed existing stakes and 54 added.

The largest buyer was Bank of America, adding an estimated $33M. The largest seller was Tradewinds Capital Management, cutting an estimated $19.6M.

  • 134 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q1 2022, down from 143 in Q4 2021.
  • Funds reported $410M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q1 2022, down 6.9% quarter-over-quarter.
  • 10 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q1 2022 and 17 closed out, a net change of -7 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q1 2022 was Bank of America, an estimated $33M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q1 2022 was Tradewinds Capital Management, an estimated $19.6M sold.

Based on aggregated 13F filings for Q1 2022.