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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

158 hedge funds and large institutions have $975M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 71 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 51

14% more capital invested

Capital invested by funds: $858M → $975M (+$118M)

0.98% more ownership

Funds ownership: 75.92%76.91% (+0.98%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

2% less funds holding

Funds holding: 161158 (-3)

Holders
158
Holders Change
-3
Holders Change %
-1.86%
% of All Funds
2.27%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
13
Increased
71
Reduced
51
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$7.38M +$956K +9,786 +15%
AFP
27
Ausdal Financial Partners
Iowa
$7.25M +$336K +3,438 +5%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$6.96M +$4.85M +49,658 +245%
PAG
29
Private Advisor Group
New Jersey
$5.99M -$43K -440 -0.7%
CCFCSB
30
Cape Cod Five Cents Savings Bank
Massachusetts
$5.95M -$237K -2,428 -4%
PFG
31
PAX Financial Group
Texas
$5.5M +$1.28M +13,070 +31%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$4.73M +$1.32M +13,512 +40%
GM
33
GeoWealth Management
Illinois
$4.7M +$195K +2,002 +4%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$4.7M +$796K +8,151 +21%
LA
35
Lindenwold Advisors
Pennsylvania
$4.45M +$63.5K +650 +1%
M
36
MYeCFO
California
$4.3M +$302K +3,090 +8%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$4.3M -$19K -195 -0.4%
Jane Street
38
Jane Street
New York
$4.16M -$3.47M -35,492 -46%
AF
39
Allworth Financial
California
$4.16M -$3.65M -37,422 -47%
EK
40
Evensky & Katz
Florida
$3.92M +$651K +6,666 +20%
GL
41
Graypoint LLC
New York
$3.84M +$254K +2,603 +7%
SKK
42
Shepherd Kaplan Krochuk
Massachusetts
$3.75M +$125K +1,276 +4%
NA
43
NewEdge Advisors
Louisiana
$3.61M +$1.15M +11,760 +48%
PPH
44
Pure Portfolios Holdings
Oregon
$3.44M +$3.38M +34,631 New
JP Morgan Chase
45
JP Morgan Chase
New York
$3.42M -$6.61M -67,656 -66%
ICM
46
Islay Capital Management
Texas
$3.2M +$80.3K +822 +3%
AAS
47
Avantax Advisory Services
Texas
$3M +$1.5M +15,354 +104%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$2.88M -$31K -317 -1%
IFG
49
Independent Financial Group
California
$2.86M +$188K +1,929 +7%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$2.83M +$2.84M +29,084 New

CORP Hedge Fund Activity: Q3 2024 in Review

158 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q3 2024, worth a combined $975M — up 14% from $858M a quarter earlier.

Fund positioning in CORP was balanced in Q3 2024: 13 funds opened new positions, 13 closed out, 71 added to existing stakes and 51 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, adding an estimated $30.5M. The largest seller was JP Morgan Chase, cutting an estimated $6.61M.

  • 158 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q3 2024, down from 161 in Q2 2024.
  • Funds reported $975M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q3 2024, up 14% quarter-over-quarter.
  • 13 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q3 2024 and 13 closed out, a net change of 0 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q3 2024 was Migdal Insurance & Financial Holdings, an estimated $30.5M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q3 2024 was JP Morgan Chase, an estimated $6.61M sold.

Based on aggregated 13F filings for Q3 2024.