We are live on ! Find out more
CORP icon

PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

106 hedge funds and large institutions have $372M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 35 increasing their positions, 51 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $342M → $372M (+$30M)

4.98% more ownership

Funds ownership: 58.97% → 63.96% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

13% less funds holding

Funds holding: 122 → 106 (-16)

31% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 51

80% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 20

Holders
106
Holders Change
-16
Holders Change %
-13.11%
% of All Funds
1.83%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
4
Increased
35
Reduced
51
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$88M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$5.47M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
+$5.4M
4
CIAS
CFS Investment Advisory Services
New Jersey
+$2.36M
5
ICM
Islay Capital Management
Texas
+$2.28M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$39.1M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$4.93M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$2.26M
4
IIA
IPG Investment Advisors
California
-$1.83M
5
SFA
Sequoia Financial Advisors
Ohio
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$2.64M -$51.8K -537 -2%
FCM
27
Fortis Capital Management
Washington
$2.41M +$472K +4,898 +23%
PAG
28
Private Advisor Group
New Jersey
$2.11M -$44.3K -459 -2%
Wells Fargo
29
Wells Fargo
California
$2.03M -$1.14M -11,807 -35%
FFWM
30
Future Financial Wealth Management
Ohio
$1.83M -$84.3K -874 -4%
JP Morgan Chase
31
JP Morgan Chase
New York
$1.79M +$290K +3,011 +18%
MMA
32
Miracle Mile Advisors
California
$1.68M +$96 +1 +0%
EK
33
Evensky & Katz
Florida
$1.68M +$307K +3,179 +21%
CAN
34
Cetera Advisor Networks
California
$1.62M +$122K +1,270 +8%
BWM
35
BCS Wealth Management
Tennessee
$1.54M -$6.75K -70 -0.4%
MML Investors Services
36
MML Investors Services
Massachusetts
$1.46M +$88.6K +919 +6%
KWM
37
Kingsview Wealth Management
Oregon
$1.42M +$23.6K +245 +2%
LA
38
Lindenwold Advisors
Pennsylvania
$1.31M -$229K -2,375 -14%
UBS Group
39
UBS Group
Switzerland
$1.3M +$423K +4,383 +44%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$1.3M -$2.26M -23,404 -62%
CW
41
CreativeOne Wealth
Kansas
$1.23M +$357K +3,703 +38%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$1.2M +$672K +6,974 +112%
PA
43
PFG Advisors
Arizona
$1.17M -$256K -2,656 -17%
FA
44
Faithward Advisors
Pennsylvania
$1.06M -$50.6K -525 -4%
OIA
45
OneDigital Investment Advisors
Kansas
$1.03M +$1.09M +11,291 New
RJFSA
46
Raymond James Financial Services Advisors
Florida
$1.02M +$31.1K +323 +3%
VAS
47
Valicenti Advisory Services
New York
$975K -$68.9K -715 -6%
SFS
48
Security Financial Services
Indiana
$871K +$399K +4,138 +77%
MWM
49
MinichMacGregor Wealth Management
New York
$844K +$272K +2,816 +44%
AIMU
50
Allianz Investment Management US
Minnesota
$821K – – –
1
2
3 4 5

CORP Hedge Fund Activity: Q3 2022 in Review

106 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q3 2022, worth a combined $372M — up 8.8% from $342M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of CORP and 4 opened new positions — a net loss of 16 holders — while 51 trimmed existing stakes and 35 added.

The largest buyer was Bank of America, adding an estimated $88M. The largest seller was HighTower Advisors, cutting an estimated $39.1M.

  • 106 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q3 2022, down from 122 in Q2 2022.
  • Funds reported $372M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q3 2022, up 8.8% quarter-over-quarter.
  • 4 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q3 2022 and 20 closed out, a net change of -16 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q3 2022 was Bank of America, an estimated $88M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q3 2022 was HighTower Advisors, an estimated $39.1M sold.

Based on aggregated 13F filings for Q3 2022.