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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

138 hedge funds and large institutions have $458M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 59 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

3% more funds holding

Funds holding: 134 → 138 (+4)

1.04% more ownership

Funds ownership: 62.81% → 63.85% (+1%)

19% less capital invested

Capital invested by funds: $566M → $458M (-$108M)

22% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 59

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
138
Holders Change
+4
Holders Change %
+2.99%
% of All Funds
2.2%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
20
Increased
46
Reduced
59
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCFM
Clear Creek Financial Management
Washington
+$8.39M
2
Jane Street
Jane Street
New York
+$5.94M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$4.96M
4
OIA
OneDigital Investment Advisors
Kansas
+$4.41M
5
Morgan Stanley
Morgan Stanley
New York
+$3.94M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$147M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$10.3M
3
Ameriprise
Ameriprise
Minnesota
-$4.86M
4
ML
McAdam LLC
Pennsylvania
-$2.98M
5
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
-$2.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
Allianz Asset Management
26
Allianz Asset Management
Germany
$5.78M +$4.96M +52,166 +660%
Wells Fargo
27
Wells Fargo
California
$5.74M +$2.73M +28,720 +93%
I
28
INVST
Indiana
$5.57M -$56.1K -590 -1%
PWP
29
Perfromance Wealth Partners
Illinois
$5.19M -$667K -7,008 -11%
EK
30
Evensky & Katz
Florida
$5.18M +$3.24M +34,037 +172%
Cerity Partners
31
Cerity Partners
New York
$5.14M +$453K +4,759 +10%
Financial Engines Advisors
32
Financial Engines Advisors
California
$3.92M -$397K -4,167 -9%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$3.37M +$2.73M +28,724 +455%
FCM
34
Fortis Capital Management
Washington
$3.3M +$214K +2,246 +7%
SCM
35
SevenOneSeven Capital Management
Pennsylvania
$3.03M -$228K -2,395 -7%
JP Morgan Chase
36
JP Morgan Chase
New York
$2.92M +$864K +9,082 +43%
SKK
37
Shepherd Kaplan Krochuk
Massachusetts
$2.73M -$26.7K -281 -1%
FF
38
Financial Futures
New Jersey
$2.68M +$2.65M +27,859 New
GWWM
39
Great Waters Wealth Management
Minnesota
$2.49M -$140K -1,472 -5%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$2.46M +$124K +1,304 +5%
M
41
MYeCFO
California
$2.45M -$175K -1,840 -7%
Truist Financial
42
Truist Financial
North Carolina
$2.43M -$327K -3,441 -12%
ICM
43
Islay Capital Management
Texas
$2.36M -$941K -9,892 -29%
PAG
44
Private Advisor Group
New Jersey
$2.26M +$52.3K +550 +2%
GCM
45
Gallacher Capital Management
Colorado
$2.02M -$6.09K -64 -0.3%
LA
46
Lindenwold Advisors
Pennsylvania
$1.91M +$114K +1,197 +6%
HighTower Advisors
47
HighTower Advisors
Illinois
$1.91M -$877K -9,216 -32%
Citadel Advisors
48
Citadel Advisors
Florida
$1.83M -$2.05M -21,497 -53%
AWG
49
Altus Wealth Group
Colorado
$1.61M +$952 +10 +0.1%
FNC
50
First National Corp
Massachusetts
$1.46M +$1.05K +11 +0.1%
1
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3 4 5

CORP Hedge Fund Activity: Q1 2023 in Review

138 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q1 2023, worth a combined $458M — down 19% from $566M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CORP positions and 13 closed out — a net gain of 7 holders — while 46 added to existing stakes and 59 trimmed.

The largest buyer was Clear Creek Financial Management, opening a new position worth an estimated $8.39M. The largest seller was Bank of America, cutting an estimated $147M.

  • 138 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q1 2023, up from 134 in Q4 2022.
  • Funds reported $458M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q1 2023, down 19% quarter-over-quarter.
  • 20 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q1 2023 and 13 closed out, a net change of +7 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q1 2023 was Clear Creek Financial Management, an estimated $8.39M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q1 2023 was Bank of America, an estimated $147M sold.

Based on aggregated 13F filings for Q1 2023.