We are live on ! Find out more
CORP icon

PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

130 hedge funds and large institutions have $350M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

66% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 35

17% more capital invested

Capital invested by funds: $299M → $350M (+$51.1M)

9.87% more ownership

Funds ownership: 47.73%57.6% (+9.9%)

8% more funds holding

Funds holding: 120130 (+10)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
130
Holders Change
+10
Holders Change %
+8.33%
% of All Funds
2.81%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
21
Increased
58
Reduced
35
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
51
Sharkey, Howes & Javer
Colorado
$1.22M +$1.19M +11,754 +53,427%
MWA
52
MFA Wealth Advisors
Pennsylvania
$1.17M -$267K -2,636 -19%
HighTower Advisors
53
HighTower Advisors
Illinois
$1.13M -$24.9K -246 -2%
OMC
54
Old Mission Capital
Illinois
$1.1M +$1.08M +10,633 New
Ameriprise
55
Ameriprise
Minnesota
$1.06M +$38.9K +384 +4%
DI
56
Diligent Investors
California
$954K +$128K +1,268 +16%
Mariner
57
Mariner
Kansas
$942K +$474K +4,687 +107%
PA
58
PFG Advisors
Arizona
$940K +$202K +1,995 +28%
MIH
59
Meitav Investment House
Israel
$927K +$905K +8,940 New
RFA
60
Reilly Financial Advisors
California
$915K -$74K -731 -8%
AFP
61
Ausdal Financial Partners
Iowa
$915K +$115K +1,134 +15%
HWMG
62
Hurlow Wealth Management Group
Indiana
$908K +$607 +6 +0.1%
RPG
63
Resource Planning Group
Georgia
$868K -$40.3K -398 -5%
PAG
64
Pinnacle Advisory Group
Maryland
$868K +$58K +573 +7%
OIA
65
OneDigital Investment Advisors
Kansas
$843K +$799K +7,899 +3,390%
SDWMA
66
Schneider Downs Wealth Management Advisors
Pennsylvania
$837K -$78.1K -772 -9%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$804K +$132K +1,302 +20%
Renaissance Technologies
68
Renaissance Technologies
New York
$799K +$779K +7,700 New
BPWA
69
Beacon Pointe Wealth Advisors
California
$754K -$72.3K -714 -9%
FNC
70
First National Corp
Massachusetts
$747K +$46.4K +458 +7%
Financial Engines Advisors
71
Financial Engines Advisors
California
$740K +$722K +7,134 New
EFS
72
Econ Financial Services
Pennsylvania
$723K +$53.7K +531 +8%
KWM
73
Kingsview Wealth Management
Oregon
$710K +$32.8K +324 +5%
SPC
74
Sigma Planning Corp
Michigan
$680K +$285K +2,815 +75%
AG
75
Advisor Group
Arizona
$662K +$75.9K +750 +13%

CORP Hedge Fund Activity: Q1 2019 in Review

130 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q1 2019, worth a combined $350M — up 17% from $299M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CORP positions and 10 closed out — a net gain of 11 holders — while 58 added to existing stakes and 35 trimmed.

The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $24.2M. The largest seller was Jane Street, cutting an estimated $14M.

  • 130 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q1 2019, up from 120 in Q4 2018.
  • Funds reported $350M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q1 2019, up 17% quarter-over-quarter.
  • 21 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q1 2019 and 10 closed out, a net change of +11 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $24.2M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q1 2019 was Jane Street, an estimated $14M sold.

Based on aggregated 13F filings for Q1 2019.