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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

120 hedge funds and large institutions have $299M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

2% more funds holding

Funds holding: 118120 (+2)

9.41% less ownership

Funds ownership: 57.14%47.73% (-9.4%)

20% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 46

34% less capital invested

Capital invested by funds: $450M → $299M (-$151M)

Holders
120
Holders Change
+2
Holders Change %
+1.69%
% of All Funds
2.67%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
23
Increased
37
Reduced
46
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$888K -$1.02M -10,357 -54%
HWMG
52
Hurlow Wealth Management Group
Indiana
$877K +$862K +8,727 New
SDWMA
53
Schneider Downs Wealth Management Advisors
Pennsylvania
$876K +$181K +1,835 +26%
RPG
54
Resource Planning Group
Georgia
$868K +$9.48K +96 +1%
BPWA
55
Beacon Pointe Wealth Advisors
California
$794K +$788K +7,978 New
DI
56
Diligent Investors
California
$785K -$11.1K -112 -1%
FWP
57
FAS Wealth Partners
Kansas
$775K +$143K +1,448 +23%
PAG
58
Pinnacle Advisory Group
Maryland
$772K +$26.3K +266 +4%
AFP
59
Ausdal Financial Partners
Iowa
$761K -$44.9K -455 -6%
PA
60
PFG Advisors
Arizona
$714K +$149K +1,512 +27%
FNC
61
First National Corp
Massachusetts
$668K +$666K +6,743 New
KWM
62
Kingsview Wealth Management
Oregon
$646K +$88.9K +900 +16%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$638K -$103K -1,040 -14%
EFS
64
Econ Financial Services
Pennsylvania
$638K +$636K +6,443 New
DAS
65
Dynamic Advisor Solutions
Arizona
$633K -$799K -8,091 -56%
TSS
66
Two Sigma Securities
New York
$587K +$586K +5,930 New
MIFH
67
Migdal Insurance & Financial Holdings
Israel
$581K +$51.3K +519 +10%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$569K +$32.6K +330 +6%
AG
69
Advisor Group
Arizona
$557K +$9.78K +99 +2%
CG
70
Colony Group
Massachusetts
$504K +$22.7K +230 +5%
CI
71
Cambiar Investors
Colorado
$495K
RCA
72
Reitz Capital Advisors
Michigan
$443K +$441K +4,469 New
Mariner
73
Mariner
Kansas
$435K +$434K +4,395 New
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
$430K -$131K -1,331 -23%
MWM
75
Mission Wealth Management
California
$420K -$26.2K -265 -6%

CORP Hedge Fund Activity: Q4 2018 in Review

120 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q4 2018, worth a combined $299M — down 34% from $450M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CORP positions and 20 closed out — a net gain of 3 holders — while 37 added to existing stakes and 46 trimmed.

The largest buyer was Jane Street, adding an estimated $14.7M. The largest seller was RiverFront Investment Group, cutting an estimated $108M.

  • 120 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q4 2018, up from 118 in Q3 2018.
  • Funds reported $299M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q4 2018, down 34% quarter-over-quarter.
  • 23 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q4 2018 and 20 closed out, a net change of +3 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q4 2018 was Jane Street, an estimated $14.7M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q4 2018 was RiverFront Investment Group, an estimated $108M sold.

Based on aggregated 13F filings for Q4 2018.