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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

Overview Fund Activity

146 hedge funds and large institutions have $791M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
2.14%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
23
Increased
61
Reduced
39
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$86.8M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$61.6M
3
AP
3
Agilis Partners
Massachusetts
$14.1M
4
Bank of America
4
Bank of America
North Carolina
$180M
5
LPL Financial
5
LPL Financial
California
$38.3M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$0
2
SPIA
2
Steward Partners Investment Advisory
New York
$26.3K
3
CCFCSB
3
Cape Cod Five Cents Savings Bank
Massachusetts
$6.46M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$536K
5
I
5
INVST
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
26
Sequoia Financial Advisors
Ohio
$7.32M -$245K -2,521 -3%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$6.81M +$6.81M +70,049 New
AFP
28
Ausdal Financial Partners
Iowa
$6.47M -$61.4K -631 -0.9%
CCFCSB
29
Cape Cod Five Cents Savings Bank
Massachusetts
$6.46M -$6.75M -69,374 -51%
Cerity Partners
30
Cerity Partners
New York
$5.5M -$160K -1,646 -3%
EH
31
Equitable Holdings
New York
$5.25M +$1.39M +14,311 +36%
Ameriprise
32
Ameriprise
Minnesota
$4.9M -$1.47M -15,130 -23%
GCM
33
Gallacher Capital Management
Colorado
$4.73M -$128K -1,316 -3%
FCM
34
Fortis Capital Management
Washington
$4.59M +$256K +2,628 +6%
PWP
35
Perfromance Wealth Partners
Illinois
$4.25M -$433K -4,452 -9%
MWM
36
MinichMacGregor Wealth Management
New York
$3.75M +$1.7M +17,460 +83%
CW
37
CreativeOne Wealth
Kansas
$3.72M +$1.66M +17,058 +81%
SKK
38
Shepherd Kaplan Krochuk
Massachusetts
$3.69M -$408K -4,196 -10%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$3.59M +$1.52M +15,603 +73%
LA
40
Lindenwold Advisors
Pennsylvania
$3.51M +$89.2K +917 +3%
GM
41
GeoWealth Management
Illinois
$3.26M +$173K +1,777 +6%
M
42
MYeCFO
California
$2.89M +$151K +1,550 +6%
ICM
43
Islay Capital Management
Texas
$2.84M -$1.34M -13,760 -32%
PFG
44
PAX Financial Group
Texas
$2.65M +$1.65M +17,250 +165%
PAG
45
Private Advisor Group
New Jersey
$2.57M +$263K +2,706 +11%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$2.52M +$142K +1,465 +6%
CA
47
Cetera Advisors
Colorado
$2.46M +$170K +1,747 +7%
Truist Financial
48
Truist Financial
North Carolina
$2.25M -$257K -2,644 -10%
BCM
49
Beck Capital Management
Texas
$2.02M +$361K +3,711 +22%
GWWM
50
Great Waters Wealth Management
Minnesota
$2.01M -$376K -3,897 -16%
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