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 $328M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 50 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

47% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 34

16% more capital invested

Capital invested by funds: $282M → $328M (+$45.5M)

13% more funds holding

Funds holding: 115130 (+15)

8.19% more ownership

Funds ownership: 43.26%51.45% (+8.2%)

Holders
130
Holders Change
+15
Holders Change %
+13.04%
% of All Funds
2.56%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
25
Increased
50
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
51
PFG Advisors
Arizona
$1.47M +$148K +1,353 +11%
FI
52
FormulaFolio Investments
Michigan
$1.39M -$415K -3,789 -23%
Financial Engines Advisors
53
Financial Engines Advisors
California
$1.32M +$278K +2,538 +27%
SHJ
54
Sharkey, Howes & Javer
Colorado
$1.29M +$28.4K +259 +2%
SPC
55
Sigma Planning Corp
Michigan
$1.14M -$929K -8,480 -45%
RF
56
RHS Financial
California
$1.11M -$530K -4,836 -32%
CWS
57
Cypress Wealth Services
California
$1.11M -$213K -1,940 -16%
RFA
58
Reilly Financial Advisors
California
$1.07M +$34K +310 +3%
AG
59
Advisor Group
Arizona
$1.07M -$28.2K -257 -3%
KWM
60
Kingsview Wealth Management
Oregon
$1.06M +$78.7K +718 +8%
EK
61
Evensky & Katz
Florida
$992K +$226K +2,061 +30%
AIMU
62
Allianz Investment Management US
Minnesota
$990K +$986K +9,000 New
G
63
Gainplan
Michigan
$923K -$425K -3,878 -32%
CW
64
CreativeOne Wealth
Kansas
$923K +$125K +1,144 +16%
FNC
65
First National Corp
Massachusetts
$919K +$19.1K +174 +2%
Ameriprise
66
Ameriprise
Minnesota
$904K +$8.11K +74 +0.9%
PAG
67
Pinnacle Advisory Group
Maryland
$888K -$5.81K -53 -0.7%
MIFH
68
Migdal Insurance & Financial Holdings
Israel
$856K +$12K +110 +1%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$827K -$112K -1,022 -12%
HFA
70
Hoover Financial Advisors
Pennsylvania
$764K +$761K +6,947 New
KM
71
Kalos Management
Georgia
$669K +$655K +5,977 New
OC
72
Oppenheimer & Co
New York
$652K +$649K +5,927 New
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$642K
Truist Financial
74
Truist Financial
North Carolina
$631K +$629K +5,740 New
CG
75
Colony Group
Massachusetts
$588K -$43.6K -398 -7%

CORP Hedge Fund Activity: Q4 2019 in Review

130 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q4 2019, worth a combined $328M — up 16% from $282M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new CORP positions and 9 closed out — a net gain of 16 holders — while 50 added to existing stakes and 34 trimmed.

The largest buyer was Tradewinds Capital Management, opening a new position worth an estimated $19.3M. The largest seller was Jane Street, cutting an estimated $6.12M.

  • 130 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q4 2019, up from 115 in Q3 2019.
  • Funds reported $328M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q4 2019, up 16% quarter-over-quarter.
  • 25 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q4 2019 and 9 closed out, a net change of +16 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q4 2019 was Tradewinds Capital Management, an estimated $19.3M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q4 2019 was Jane Street, an estimated $6.12M sold.

Based on aggregated 13F filings for Q4 2019.