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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

160 hedge funds and large institutions have $828M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

32% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 50

9% more funds holding

Funds holding: 147160 (+13)

4% more capital invested

Capital invested by funds: $793M → $828M (+$35.4M)

1.98% less ownership

Funds ownership: 76.87%74.88% (-2%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
160
Holders Change
+13
Holders Change %
+8.84%
% of All Funds
2.3%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
24
Increased
66
Reduced
50
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$7.54M +$124K +1,298 +2%
CW
27
CreativeOne Wealth
Kansas
$7.41M +$3.73M +38,909 +102%
Jane Street
28
Jane Street
New York
$7.32M -$6.06M -63,203 -45%
SFA
29
Sequoia Financial Advisors
Ohio
$7.1M -$128K -1,332 -2%
Ameriprise
30
Ameriprise
Minnesota
$7.03M +$2.13M +22,268 +44%
AFP
31
Ausdal Financial Partners
Iowa
$6.54M +$145K +1,510 +2%
CCFCSB
32
Cape Cod Five Cents Savings Bank
Massachusetts
$6.12M -$260K -2,707 -4%
Cerity Partners
33
Cerity Partners
New York
$5.75M +$323K +3,369 +6%
FCM
34
Fortis Capital Management
Washington
$5.17M +$633K +6,605 +14%
MWM
35
MinichMacGregor Wealth Management
New York
$4.84M +$1.18M +12,274 +32%
GCM
36
Gallacher Capital Management
Colorado
$4.4M -$265K -2,769 -6%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$4.38M +$4.1M +42,747 +1,526%
GM
38
GeoWealth Management
Illinois
$3.96M +$736K +7,681 +23%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$3.89M +$344K +3,587 +10%
LA
40
Lindenwold Advisors
Pennsylvania
$3.85M +$382K +3,986 +11%
PWP
41
Perfromance Wealth Partners
Illinois
$3.8M -$402K -4,190 -10%
M
42
MYeCFO
California
$3.48M +$630K +6,573 +22%
PFG
43
PAX Financial Group
Texas
$3.44M +$782K +8,161 +29%
SKK
44
Shepherd Kaplan Krochuk
Massachusetts
$3.39M -$258K -2,694 -7%
GL
45
Graypoint LLC
New York
$3.32M +$3.32M +34,608 New
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$3.08M -$3.64M -37,995 -54%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$2.94M +$57.7K +602 New
ICM
48
Islay Capital Management
Texas
$2.79M -$13.6K -142 -0.5%
FF
49
Financial Futures
New Jersey
$2.66M -$4.76M -49,700 -64%
EH
50
Equitable Holdings
New York
$2.63M -$2.55M -26,556 -49%

CORP Hedge Fund Activity: Q1 2024 in Review

160 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q1 2024, worth a combined $828M — up 4.5% from $793M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new CORP positions and 10 closed out — a net gain of 14 holders — while 66 added to existing stakes and 50 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $35.8M. The largest seller was Bank of America, cutting an estimated $38.4M.

  • 160 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q1 2024, up from 147 in Q4 2023.
  • Funds reported $828M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q1 2024, up 4.5% quarter-over-quarter.
  • 24 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q1 2024 and 10 closed out, a net change of +14 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q1 2024 was Carson Wealth (CWM LLC), an estimated $35.8M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q1 2024 was Bank of America, an estimated $38.4M sold.

Based on aggregated 13F filings for Q1 2024.