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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

121 hedge funds and large institutions have $574M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 52 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 6

160% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 20

125% more funds holding in top 10

Funds holding in top 10: 4 → 9 (+5)

27% more funds holding

Funds holding: 95 → 121 (+26)

15% more capital invested

Capital invested by funds: $499M → $574M (+$74.5M)

5.56% more ownership

Funds ownership: 61.66% → 67.22% (+5.6%)

Holders
121
Holders Change
+26
Holders Change %
+27.37%
% of All Funds
2.74%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.2%
New
32
Increased
52
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WI
WBI Investments
New Jersey
+$9.77M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$5.47M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.65M
4
RJA
Raymond James & Associates
Florida
+$1.93M
5
SPIA
Steward Partners Investment Advisory
New York
+$1.92M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$8.98M
2
AWMG
Alliance Wealth Management Group
New Jersey
-$5.3M
3
SCA
Snowden Capital Advisors
New York
-$2.22M
4
VF
Virtu Financial
New York
-$1.91M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
51
Cypress Wealth Services
California
$1.07M +$1.06M +10,096 New
DWM
52
Destination Wealth Management
California
$1.05M – – –
RFA
53
Reilly Financial Advisors
California
$1.01M +$32.2K +305 +3%
AA
54
Apriem Advisors
California
$1M +$430K +4,075 +75%
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$842K +$534K +5,064 +174%
BCM
56
Bluefin Capital Management
New York
$842K +$841K +7,972 New
FA
57
FDx Advisors
Illinois
$838K -$24.3K -230 -3%
PAG
58
Pinnacle Advisory Group
Maryland
$830K +$66K +626 +9%
AFP
59
Ausdal Financial Partners
Iowa
$707K +$79.2K +751 +13%
BTIS
60
BB&T Investment Services
North Carolina
$691K +$176K +1,664 +34%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$670K +$51.8K +491 +8%
VF
62
Virtu Financial
New York
$637K -$1.91M -18,118 -75%
CI
63
Cambiar Investors
Colorado
$634K – – –
VIA
64
Vantage Investment Advisors
Pennsylvania
$614K +$613K +5,808 New
SFG
65
StrategIQ Financial Group
Indiana
$601K +$1.9K +18 +0.3%
CG
66
Colony Group
Massachusetts
$586K +$12.2K +116 +2%
PAG
67
Private Advisor Group
New Jersey
$578K -$669K -6,344 -54%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$572K – – –
PFM
69
Peak Financial Management
Massachusetts
$517K +$23.7K +225 +5%
MIFH
70
Migdal Insurance & Financial Holdings
Israel
$501K +$3.16K +30 +0.6%
PA
71
PFG Advisors
Arizona
$453K +$452K +4,290 New
KWM
72
Kingsview Wealth Management
Oregon
$443K +$113K +1,068 +34%
BSB
73
Bangor Savings Bank
Maine
$369K +$61.1K +579 +20%
11A
74
10-15 Associates
New York
$326K -$11.6K -110 -3%
SWM
75
SeaCrest Wealth Management
New York
$315K +$315K +2,982 New
1 2
3
4 5

CORP Hedge Fund Activity: Q4 2017 in Review

121 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q4 2017, worth a combined $574M — up 15% from $499M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new CORP positions and 6 closed out — a net gain of 26 holders — while 52 added to existing stakes and 20 trimmed.

The largest buyer was WBI Investments, opening a new position worth an estimated $9.77M. The largest seller was Jane Street, exiting entirely with an estimated $8.98M sold.

  • 121 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q4 2017, up from 95 in Q3 2017.
  • Funds reported $574M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q4 2017, up 15% quarter-over-quarter.
  • 32 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q4 2017 and 6 closed out, a net change of +26 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q4 2017 was WBI Investments, an estimated $9.77M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q4 2017 was Jane Street, an estimated $8.98M sold.

Based on aggregated 13F filings for Q4 2017.