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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

89 hedge funds and large institutions have $461M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

122% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 18

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

13% more funds holding

Funds holding: 79 → 89 (+10)

1% less capital invested

Capital invested by funds: $468M → $461M (-$6.49M)

3.6% less ownership

Funds ownership: 66.48% → 62.88% (-3.6%)

Holders
89
Holders Change
+10
Holders Change %
+12.66%
% of All Funds
2.22%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
17
Increased
40
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$1.68M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.39M
3
RIG
RiverFront Investment Group
Virginia
+$1.36M
4
LYV
Live Your Vision
Pennsylvania
+$1.22M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$21.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.16M
3
HCM
Hengehold Capital Management
Ohio
-$1.67M
4
SFA
Sequoia Financial Advisors
Ohio
-$985K
5
UBS Group
UBS Group
Switzerland
-$958K
Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
51
Ausdal Financial Partners
Iowa
$457K +$87.4K +838 +24%
FI
52
FormulaFolio Investments
Michigan
$428K +$424K +4,070 New
AIP
53
Almanack Investment Partners
Pennsylvania
$358K +$355K +3,404 New
11A
54
10-15 Associates
New York
$349K +$346K +3,320 New
CAN
55
Cetera Advisor Networks
California
$306K +$313 +3 +0.1%
Koshinski Asset Management
56
Koshinski Asset Management
Illinois
$299K +$41.3K +396 +16%
VIA
57
Vantage Investment Advisors
Pennsylvania
$279K -$51.1K -490 -16%
KWM
58
Kingsview Wealth Management
Oregon
$271K +$58.4K +560 +28%
BPC
59
Banque Pictet & Cie
Switzerland
$269K – – –
PNAA
60
Pictet North America Advisors
Switzerland
$269K – – –
BTIS
61
BB&T Investment Services
North Carolina
$269K +$157K +1,509 +146%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$260K +$257K +2,468 New
Bank of New York Mellon
63
Bank of New York Mellon
New York
$252K -$94.5K -906 -27%
SA
64
SRH Advisors
Kansas
$231K – – –
BSB
65
Bangor Savings Bank
Maine
$211K +$209K +2,006 New
ASN
66
Advisory Services Network
Georgia
$197K +$18.9K +181 +11%
AG
67
Advisor Group
Arizona
$138K +$7.72K +74 +6%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$110K -$95.2K -913 -47%
Citigroup
69
Citigroup
New York
$93K +$1.56K +15 +2%
OIA
70
OneDigital Investment Advisors
Kansas
$83K +$82.4K +790 New
VCM
71
Versant Capital Management
Arizona
$64K +$417 +4 +0.7%
AWMS
72
Advocacy Wealth Management Services
Georgia
$61K – – –
SSB
73
Sandy Spring Bank
Maryland
$60K – – –
GWM
74
Geneos Wealth Management
Colorado
$54K +$20K +192 +58%
HI
75
Hudock Inc
Pennsylvania
$53K -$209 -2 -0.4%
1 2
3
4

CORP Hedge Fund Activity: Q2 2017 in Review

89 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q2 2017, worth a combined $461M — down 1.4% from $468M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CORP positions and 6 closed out — a net gain of 11 holders — while 40 added to existing stakes and 18 trimmed.

The largest buyer was United Capital Financial Advisors, adding an estimated $1.68M. The largest seller was Bank of America, cutting an estimated $21.2M.

  • 89 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q2 2017, up from 79 in Q1 2017.
  • Funds reported $461M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q2 2017, down 1.4% quarter-over-quarter.
  • 17 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q2 2017 and 6 closed out, a net change of +11 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q2 2017 was United Capital Financial Advisors, an estimated $1.68M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q2 2017 was Bank of America, an estimated $21.2M sold.

Based on aggregated 13F filings for Q2 2017.