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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

140 hedge funds and large institutions have $488M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

7% more capital invested

Capital invested by funds: $458M → $488M (+$30.2M)

1.92% more ownership

Funds ownership: 63.85%65.77% (+1.9%)

1% more funds holding

Funds holding: 138140 (+2)

4% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 55

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
140
Holders Change
+2
Holders Change %
+1.45%
% of All Funds
2.2%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
15
Increased
53
Reduced
55
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$5.71M +$48.1K +505 +0.8%
I
27
INVST
Indiana
$5.33M -$179K -1,881 -3%
Cerity Partners
28
Cerity Partners
New York
$4.96M -$112K -1,181 -2%
PWP
29
Perfromance Wealth Partners
Illinois
$4.8M -$271K -2,849 -5%
SKK
30
Shepherd Kaplan Krochuk
Massachusetts
$4.41M +$1.73M +18,125 +64%
JP Morgan Chase
31
JP Morgan Chase
New York
$4.35M +$1.48M +15,506 +51%
ICM
32
Islay Capital Management
Texas
$4.15M +$1.83M +19,189 +78%
FCM
33
Fortis Capital Management
Washington
$3.67M +$418K +4,390 +13%
FF
34
Financial Futures
New Jersey
$3.46M +$823K +8,638 +31%
LA
35
Lindenwold Advisors
Pennsylvania
$2.94M +$1.06M +11,129 +56%
SCM
36
SevenOneSeven Capital Management
Pennsylvania
$2.88M -$62.9K -661 -2%
GM
37
GeoWealth Management
Illinois
$2.75M +$1.99M +20,862 +257%
Truist Financial
38
Truist Financial
North Carolina
$2.47M +$73.7K +774 +3%
M
39
MYeCFO
California
$2.42M +$952 +10 +0%
GWWM
40
Great Waters Wealth Management
Minnesota
$2.33M -$141K -1,481 -6%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$2.32M -$107K -1,123 -4%
PAG
42
Private Advisor Group
New Jersey
$2.23M +$8K +84 +0.4%
FA
43
Faithward Advisors
Pennsylvania
$2.04M +$1.08M +11,308 +107%
IFG
44
Independent Financial Group
California
$2.02M +$2.03M +21,324 New
GCM
45
Gallacher Capital Management
Colorado
$1.99M
HighTower Advisors
46
HighTower Advisors
Illinois
$1.8M -$82.4K -865 -4%
MWM
47
MinichMacGregor Wealth Management
New York
$1.75M +$576K +6,053 +49%
Financial Engines Advisors
48
Financial Engines Advisors
California
$1.73M -$2.14M -22,519 -55%
AWG
49
Altus Wealth Group
Colorado
$1.56M -$26.9K -283 -2%
FNC
50
First National Corp
Massachusetts
$1.44M -$7.24K -76 -0.5%

CORP Hedge Fund Activity: Q2 2023 in Review

140 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q2 2023, worth a combined $488M — up 6.6% from $458M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CORP positions and 13 closed out — a net gain of 2 holders — while 53 added to existing stakes and 55 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $11.9M. The largest seller was Jane Street, cutting an estimated $15.3M.

  • 140 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q2 2023, up from 138 in Q1 2023.
  • Funds reported $488M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q2 2023, up 6.6% quarter-over-quarter.
  • 15 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q2 2023 and 13 closed out, a net change of +2 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q2 2023 was Allianz Asset Management, an estimated $11.9M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q2 2023 was Jane Street, an estimated $15.3M sold.

Based on aggregated 13F filings for Q2 2023.