We are live on ! Find out more
CORP icon

PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

118 hedge funds and large institutions have $450M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

5% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 41

1% less funds holding

Funds holding: 119118 (-1)

6.73% less ownership

Funds ownership: 63.87%57.14% (-6.7%)

7% less capital invested

Capital invested by funds: $485M → $450M (-$34.6M)

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
118
Holders Change
-1
Holders Change %
-0.84%
% of All Funds
2.7%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
11
Increased
43
Reduced
41
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPG
51
Resource Planning Group
Georgia
$872K +$873K +8,667 New
SBL
52
Sargent Bickham Lagudis
Colorado
$860K +$54.8K +544 +7%
Wells Fargo
53
Wells Fargo
California
$828K -$1.11M -11,057 -57%
AFP
54
Ausdal Financial Partners
Iowa
$819K +$26.4K +262 +3%
DI
55
Diligent Investors
California
$808K +$196K +1,944 +32%
PAG
56
Pinnacle Advisory Group
Maryland
$758K -$34.6K -343 -4%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$753K -$39.2K -389 -5%
BSB
58
Bangor Savings Bank
Maine
$730K +$173K +1,721 +31%
SDWMA
59
Schneider Downs Wealth Management Advisors
Pennsylvania
$705K -$1.31K -13 -0.2%
FWP
60
FAS Wealth Partners
Kansas
$641K +$123K +1,224 +24%
ACM
61
AlphaStar Capital Management
North Carolina
$627K -$312K -3,100 -33%
VIA
62
Vantage Investment Advisors
Pennsylvania
$572K +$18.9K +188 +3%
Koshinski Asset Management
63
Koshinski Asset Management
Illinois
$571K +$213K +2,113 +59%
KWM
64
Kingsview Wealth Management
Oregon
$565K -$90.8K -901 -14%
AG
65
Advisor Group
Arizona
$557K +$241K +2,388 +76%
PA
66
PFG Advisors
Arizona
$548K +$32.2K +320 +6%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$544K
MIFH
68
Migdal Insurance & Financial Holdings
Israel
$536K +$29.3K +291 +6%
CI
69
Cambiar Investors
Colorado
$503K
CG
70
Colony Group
Massachusetts
$489K -$3.33K -33 -0.7%
MWM
71
Mission Wealth Management
California
$453K +$28.2K +280 +7%
PFM
72
Peak Financial Management
Massachusetts
$437K -$64K -635 -13%
LTFS
73
Ladenburg Thalmann Financial Services
Florida
$411K -$239K -2,374 -37%
SPC
74
Sigma Planning Corp
Michigan
$395K +$396K +3,930 New
CW
75
CreativeOne Wealth
Kansas
$371K +$118K +1,168 +46%

CORP Hedge Fund Activity: Q3 2018 in Review

118 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q3 2018, worth a combined $450M — down 7.1% from $485M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CORP positions and 10 closed out — a net gain of 1 holder — while 43 added to existing stakes and 41 trimmed.

The largest buyer was WBI Investments, opening a new position worth an estimated $9.49M. The largest seller was Envestnet Asset Management, cutting an estimated $15.1M.

  • 118 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q3 2018, down from 119 in Q2 2018.
  • Funds reported $450M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q3 2018, down 7.1% quarter-over-quarter.
  • 11 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q3 2018 and 10 closed out, a net change of +1 holder.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q3 2018 was WBI Investments, an estimated $9.49M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q3 2018 was Envestnet Asset Management, an estimated $15.1M sold.

Based on aggregated 13F filings for Q3 2018.