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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

148 hedge funds and large institutions have $609M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 46 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

41% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 46

25% more capital invested

Capital invested by funds: $488M → $609M (+$121M)

5.95% more ownership

Funds ownership: 65.77% → 71.72% (+6%)

6% more funds holding

Funds holding: 140 → 148 (+8)

Holders
148
Holders Change
+8
Holders Change %
+5.71%
% of All Funds
2.35%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
17
Increased
65
Reduced
46
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$44M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$20.4M
3
Morgan Stanley
Morgan Stanley
New York
+$16.3M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$11.6M
5
LPL Financial
LPL Financial
California
+$10M

Top Sellers

1
CCFM
Clear Creek Financial Management
Washington
-$7.69M
2
EK
Evensky & Katz
Florida
-$5.27M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$1.34M
4
BTI
Blue Trust Inc
Georgia
-$1.05M
5
RIG
RiverFront Investment Group
Virginia
-$877K
Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
26
Ausdal Financial Partners
Iowa
$6.12M -$374K -4,011 -6%
Ameriprise
27
Ameriprise
Minnesota
$5.97M +$5.74M +61,560 +1,572%
FF
28
Financial Futures
New Jersey
$5.58M +$2.31M +24,795 +68%
Cerity Partners
29
Cerity Partners
New York
$5.3M +$550K +5,899 +11%
I
30
INVST
Indiana
$5.18M +$61.5K +659 +1%
GCM
31
Gallacher Capital Management
Colorado
$4.55M +$2.7M +28,934 +138%
PWP
32
Perfromance Wealth Partners
Illinois
$4.39M -$276K -2,962 -6%
FCM
33
Fortis Capital Management
Washington
$4.06M +$553K +5,928 +15%
ICM
34
Islay Capital Management
Texas
$3.91M -$71.9K -771 -2%
SKK
35
Shepherd Kaplan Krochuk
Massachusetts
$3.84M -$406K -4,350 -9%
EH
36
Equitable Holdings
New York
$3.61M +$3.7M +39,634 New
LA
37
Lindenwold Advisors
Pennsylvania
$3.2M +$391K +4,188 +14%
GM
38
GeoWealth Management
Illinois
$2.89M +$257K +2,757 +10%
SCM
39
SevenOneSeven Capital Management
Pennsylvania
$2.75M -$64.7K -694 -2%
M
40
MYeCFO
California
$2.57M +$248K +2,660 +10%
Truist Financial
41
Truist Financial
North Carolina
$2.35M -$21K -225 -0.9%
IFG
42
Independent Financial Group
California
$2.23M +$298K +3,190 +15%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$2.23M -$5.32K -57 -0.2%
GWWM
44
Great Waters Wealth Management
Minnesota
$2.22M +$21.6K +232 +0.9%
PAG
45
Private Advisor Group
New Jersey
$2.16M +$18.5K +198 +0.8%
CA
46
Cetera Advisors
Colorado
$2.15M +$1.47M +15,772 +203%
CCFM
47
Clear Creek Financial Management
Washington
$2.14M -$7.69M -82,445 -78%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$1.94M +$1.68M +18,011 +545%
CW
49
CreativeOne Wealth
Kansas
$1.93M +$711K +7,621 +56%
MWM
50
MinichMacGregor Wealth Management
New York
$1.93M +$248K +2,658 +14%
1
2
3 4 5

CORP Hedge Fund Activity: Q3 2023 in Review

148 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q3 2023, worth a combined $609M — up 25% from $488M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CORP positions and 7 closed out — a net gain of 10 holders — while 65 added to existing stakes and 46 trimmed.

The largest buyer was Bank of America, adding an estimated $44M. The largest seller was Clear Creek Financial Management, cutting an estimated $7.69M.

  • 148 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q3 2023, up from 140 in Q2 2023.
  • Funds reported $609M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q3 2023, up 25% quarter-over-quarter.
  • 17 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q3 2023 and 7 closed out, a net change of +10 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q3 2023 was Bank of America, an estimated $44M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q3 2023 was Clear Creek Financial Management, an estimated $7.69M sold.

Based on aggregated 13F filings for Q3 2023.