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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

134 hedge funds and large institutions have $566M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 9

52% more capital invested

Capital invested by funds: $372M → $566M (+$194M)

26% more funds holding

Funds holding: 106 → 134 (+28)

21% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 38

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

1.15% less ownership

Funds ownership: 63.96% → 62.81% (-1.2%)

Holders
134
Holders Change
+28
Holders Change %
+26.42%
% of All Funds
2.15%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
39
Increased
46
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$102M
2
Jane Street
Jane Street
New York
+$10M
3
CCFCSB
Cape Cod Five Cents Savings Bank
Massachusetts
+$7.06M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$4.66M
5
Cerity Partners
Cerity Partners
New York
+$4.5M

Top Sellers

Rank Fund Capital Flow
1
BCM
Barden Capital Management
Texas
-$4.19M
2
SCM
SevenOneSeven Capital Management
Pennsylvania
-$3.72M
3
SFS
Security Financial Services
Indiana
-$871K
4
HighTower Advisors
HighTower Advisors
Illinois
-$835K
5
SFA
Sequoia Financial Advisors
Ohio
-$760K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$4.53M +$4.5M +48,687 New
Financial Engines Advisors
27
Financial Engines Advisors
California
$4.18M -$475K -5,136 -10%
Citadel Advisors
28
Citadel Advisors
Florida
$3.77M +$3.74M +40,528 New
ICM
29
Islay Capital Management
Texas
$3.2M -$174K -1,884 -5%
SCM
30
SevenOneSeven Capital Management
Pennsylvania
$3.16M -$3.72M -40,280 -54%
FCM
31
Fortis Capital Management
Washington
$2.98M +$514K +5,560 +21%
SDWMA
32
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.96M +$2.94M +31,816 New
OIA
33
OneDigital Investment Advisors
Kansas
$2.91M +$1.84M +19,952 +177%
Wells Fargo
34
Wells Fargo
California
$2.88M +$800K +8,657 +39%
HighTower Advisors
35
HighTower Advisors
Illinois
$2.7M -$835K -9,042 -24%
Truist Financial
36
Truist Financial
North Carolina
$2.67M -$20.6K -223 -0.8%
SKK
37
Shepherd Kaplan Krochuk
Massachusetts
$2.66M +$2.65M +28,653 New
GWWM
38
Great Waters Wealth Management
Minnesota
$2.66M +$2.54M +27,473 New
M
39
MYeCFO
California
$2.54M +$2.52M +27,326 New
Baird Financial Group
40
Baird Financial Group
Wisconsin
$2.26M +$927K +10,030 +70%
CP
41
Capital Planning
Washington
$2.06M +$2.04M +22,106 New
JP Morgan Chase
42
JP Morgan Chase
New York
$1.98M +$147K +1,593 +8%
GCM
43
Gallacher Capital Management
Colorado
$1.96M +$1.94M +21,039 New
EK
44
Evensky & Katz
Florida
$1.84M +$126K +1,361 +7%
LA
45
Lindenwold Advisors
Pennsylvania
$1.73M +$399K +4,324 +30%
CAN
46
Cetera Advisor Networks
California
$1.73M +$72.5K +785 +4%
BWM
47
BCS Wealth Management
Tennessee
$1.57M – – –
AWG
48
Altus Wealth Group
Colorado
$1.56M +$1.55M +16,740 New
CW
49
CreativeOne Wealth
Kansas
$1.53M +$273K +2,951 +22%
FFWM
50
Future Financial Wealth Management
Ohio
$1.52M -$246K -2,659 -14%
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CORP Hedge Fund Activity: Q4 2022 in Review

134 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q4 2022, worth a combined $566M — up 52% from $372M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new CORP positions and 9 closed out — a net gain of 30 holders — while 46 added to existing stakes and 38 trimmed.

The largest buyer was Bank of America, adding an estimated $102M. The largest seller was Barden Capital Management, cutting an estimated $4.19M.

  • 134 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q4 2022, up from 106 in Q3 2022.
  • Funds reported $566M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q4 2022, up 52% quarter-over-quarter.
  • 39 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q4 2022 and 9 closed out, a net change of +30 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q4 2022 was Bank of America, an estimated $102M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q4 2022 was Barden Capital Management, an estimated $4.19M sold.

Based on aggregated 13F filings for Q4 2022.