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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

178 hedge funds and large institutions have $994M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 67 increasing their positions, 53 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 11

26% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 53

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

13% more funds holding

Funds holding: 158178 (+20)

3.06% more ownership

Funds ownership: 76.91%79.97% (+3.1%)

2% more capital invested

Capital invested by funds: $975M → $994M (+$18.2M)

Holders
178
Holders Change
+20
Holders Change %
+12.66%
% of All Funds
2.34%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
34
Increased
67
Reduced
53
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$6.59M -$477K -4,922 -7%
NA
27
NewEdge Advisors
Louisiana
$6.12M +$2.72M +28,051 +77%
CCFCSB
28
Cape Cod Five Cents Savings Bank
Massachusetts
$5.95M
PAG
29
Private Advisor Group
New Jersey
$5.8M +$80.2K +828 +1%
PFG
30
PAX Financial Group
Texas
$5.77M +$519K +5,352 +10%
MWG
31
Martin Worley Group
Utah
$5.1M +$5.2M +53,635 New
M
32
MYeCFO
California
$4.85M +$736K +7,590 +18%
EK
33
Evensky & Katz
Florida
$4.8M +$1.07M +11,034 +28%
IAA
34
Independent Advisor Alliance
North Carolina
$4.8M +$4.89M +50,433 New
Jones Financial Companies
35
Jones Financial Companies
Missouri
$4.7M +$190K +1,956 +4%
LA
36
Lindenwold Advisors
Pennsylvania
$4.52M +$277K +2,857 +6%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$4.45M -$45.7K -472 -1%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$4.36M +$256K +2,637 +6%
GM
39
GeoWealth Management
Illinois
$4.36M -$140K -1,445 -3%
AAS
40
Avantax Advisory Services
Texas
$4.02M +$1.17M +12,071 +40%
IWC
41
Integrated Wealth Concepts
Massachusetts
$3.63M +$1.54M +15,918 +72%
PPH
42
Pure Portfolios Holdings
Oregon
$3.62M +$329K +3,392 +10%
JP Morgan Chase
43
JP Morgan Chase
New York
$3.39M +$121K +1,251 +4%
SKK
44
Shepherd Kaplan Krochuk
Massachusetts
$3.21M -$380K -3,922 -10%
Jane Street
45
Jane Street
New York
$3.2M -$798K -8,239 -20%
ICM
46
Islay Capital Management
Texas
$3.18M +$123K +1,267 +4%
BWM
47
Bernard Wealth Management
Michigan
$3.02M +$3.08M +31,744 New
Osaic Holdings
48
Osaic Holdings
Arizona
$2.96M -$9.3M -95,949 -76%
IFG
49
Independent Financial Group
California
$2.82M +$88.2K +910 +3%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$2.78M +$23.7K +245 +0.8%

CORP Hedge Fund Activity: Q4 2024 in Review

178 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q4 2024, worth a combined $994M — up 1.9% from $975M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CORP positions and 11 closed out — a net gain of 23 holders — while 67 added to existing stakes and 53 trimmed.

The largest buyer was Bank of America, adding an estimated $34.4M. The largest seller was Tradewinds Capital Management, cutting an estimated $18.5M.

  • 178 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q4 2024, up from 158 in Q3 2024.
  • Funds reported $994M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q4 2024, up 1.9% quarter-over-quarter.
  • 34 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q4 2024 and 11 closed out, a net change of +23 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q4 2024 was Bank of America, an estimated $34.4M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q4 2024 was Tradewinds Capital Management, an estimated $18.5M sold.

Based on aggregated 13F filings for Q4 2024.