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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

95 hedge funds and large institutions have $499M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 16

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

8% more capital invested

Capital invested by funds: $461M → $499M (+$37.8M)

7% more funds holding

Funds holding: 89 → 95 (+6)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

1.21% less ownership

Funds ownership: 62.88% → 61.66% (-1.2%)

Holders
95
Holders Change
+6
Holders Change %
+6.74%
% of All Funds
2.37%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
12
Increased
47
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWMG
Alliance Wealth Management Group
New Jersey
+$6.48M
2
Jane Street
Jane Street
New York
+$3.53M
3
VF
Virtu Financial
New York
+$2.55M
4
ACM
AlphaStar Capital Management
North Carolina
+$2.31M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.23M

Top Sellers

Rank Fund Capital Flow
1
FWM
Frontier Wealth Management
Missouri
-$5.95M
2
DI
Diligent Investors
California
-$2.98M
3
SBL
Sargent Bickham Lagudis
Colorado
-$1.04M
4
Morgan Stanley
Morgan Stanley
New York
-$436K
5
AIP
Almanack Investment Partners
Pennsylvania
-$358K
Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
51
Ausdal Financial Partners
Iowa
$626K +$168K +1,598 +37%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$617K +$90.3K +856 +17%
SFG
53
StrategIQ Financial Group
Indiana
$598K -$13.5K -128 -2%
CG
54
Colony Group
Massachusetts
$572K +$73K +692 +15%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$570K – – –
AA
56
Apriem Advisors
California
$570K +$570K +5,407 New
BTIS
57
BB&T Investment Services
North Carolina
$514K +$242K +2,297 +90%
MIFH
58
Migdal Insurance & Financial Holdings
Israel
$496K +$1.58K +15 +0.3%
PFM
59
Peak Financial Management
Massachusetts
$492K -$4.75K -45 -1%
11A
60
10-15 Associates
New York
$336K -$13.2K -125 -4%
KWM
61
Kingsview Wealth Management
Oregon
$329K +$57.9K +549 +21%
BSB
62
Bangor Savings Bank
Maine
$307K +$95.2K +903 +45%
Koshinski Asset Management
63
Koshinski Asset Management
Illinois
$306K +$6.54K +62 +2%
CAN
64
Cetera Advisor Networks
California
$302K -$4.85K -46 -2%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$296K +$43K +408 +17%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$276K +$15.6K +148 +6%
BPC
67
Banque Pictet & Cie
Switzerland
$270K – – –
PNAA
68
Pictet North America Advisors
Switzerland
$270K – – –
SA
69
SRH Advisors
Kansas
$232K – – –
OMC
70
Old Mission Capital
Illinois
$227K +$227K +2,155 New
ASN
71
Advisory Services Network
Georgia
$212K +$15.2K +144 +8%
AG
72
Advisor Group
Arizona
$212K +$74K +702 +54%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$110K -$316 -3 -0.3%
AIS
74
AlphaOne Investment Services
Pennsylvania
$102K +$102K +966 New
Citigroup
75
Citigroup
New York
$93K – – –
1 2
3
4

CORP Hedge Fund Activity: Q3 2017 in Review

95 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 Q3 2017, worth a combined $499M — up 8.2% from $461M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CORP positions and 5 closed out — a net gain of 7 holders — while 47 added to existing stakes and 16 trimmed.

The largest buyer was Alliance Wealth Management Group, adding an estimated $6.48M. The largest seller was Frontier Wealth Management, cutting an estimated $5.95M.

  • 95 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q3 2017, up from 89 in Q2 2017.
  • Funds reported $499M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q3 2017, up 8.2% quarter-over-quarter.
  • 12 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q3 2017 and 5 closed out, a net change of +7 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q3 2017 was Alliance Wealth Management Group, an estimated $6.48M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q3 2017 was Frontier Wealth Management, an estimated $5.95M sold.

Based on aggregated 13F filings for Q3 2017.