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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

122 hedge funds and large institutions have $337M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2020 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

6.48% more ownership

Funds ownership: 51.45%57.93% (+6.5%)

3% more capital invested

Capital invested by funds: $328M → $337M (+$8.91M)

2% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 42

6% less funds holding

Funds holding: 130122 (-8)

19% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 27

Holders
122
Holders Change
-8
Holders Change %
-6.15%
% of All Funds
2.69%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
22
Increased
41
Reduced
42
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
51
Simplicity Solutions
Minnesota
$1.16M +$1.2M +10,925 New
CGFA
52
Colton Groome Financial Advisors
North Carolina
$1.14M -$1.74M -15,891 -60%
Truist Financial
53
Truist Financial
North Carolina
$1.08M +$490K +4,473 +78%
SPC
54
Sigma Planning Corp
Michigan
$1.08M -$24.6K -225 -2%
KWM
55
Kingsview Wealth Management
Oregon
$1.08M +$60.5K +553 +6%
RFA
56
Reilly Financial Advisors
California
$1.06M +$36.2K +331 +3%
AIMU
57
Allianz Investment Management US
Minnesota
$953K
Ameriprise
58
Ameriprise
Minnesota
$824K -$47.9K -438 -5%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$800K -$756K -6,905 -48%
PAG
60
Pinnacle Advisory Group
Maryland
$800K -$56.8K -519 -6%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$776K -$20.1K -184 -2%
SP
62
SWS Partners
Ohio
$761K +$787K +7,192 New
CWS
63
Cypress Wealth Services
California
$759K -$323K -2,950 -29%
SMG
64
Spectrum Management Group
Indiana
$740K -$1.22M -11,115 -61%
MIFH
65
Migdal Insurance & Financial Holdings
Israel
$719K -$106K -972 -13%
MWM
66
Mission Wealth Management
California
$715K +$395K +3,607 +114%
OC
67
Oppenheimer & Co
New York
$627K
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$614K
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$603K -$1.1M -10,065 -65%
RJA
70
Raymond James & Associates
Florida
$565K +$63.2K +577 +12%
CG
71
Colony Group
Massachusetts
$564K -$1.53K -14 -0.3%
BPA
72
Beacon Pointe Advisors
California
$518K +$532K +4,862 New
PWA
73
Providence Wealth Advisors
Illinois
$513K +$23.3K +213 +5%
WC
74
Waterloo Capital
Texas
$509K +$526K +4,807 New
FCM
75
Fortis Capital Management
Washington
$506K +$523K +4,779 New

CORP Hedge Fund Activity: Q1 2020 in Review

122 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q1 2020, worth a combined $337M — up 2.7% from $328M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of CORP and 22 opened new positions — a net loss of 5 holders — while 42 trimmed existing stakes and 41 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $16.2M. The largest seller was Visionary Wealth Advisors, cutting an estimated $8.47M.

  • 122 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q1 2020, down from 130 in Q4 2019.
  • Funds reported $337M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q1 2020, up 2.7% quarter-over-quarter.
  • 22 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q1 2020 and 27 closed out, a net change of -5 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q1 2020 was Citadel Advisors, an estimated $16.2M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q1 2020 was Visionary Wealth Advisors, an estimated $8.47M sold.

Based on aggregated 13F filings for Q1 2020.