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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
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Overview Fund Activity

143 hedge funds and large institutions have $440M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 58 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+18
Holders Change %
+14.4%
% of All Funds
2.21%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
29
Increased
58
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCM
1
Tradewinds Capital Management
Washington
$23M
2
SFA
2
Sequoia Financial Advisors
Ohio
$14.4M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$45.7M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$12M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$4.21M

Top Sellers

1
Jane Street
1
Jane Street
New York
$10.1M
2
Truist Financial
2
Truist Financial
North Carolina
$4.08M
3
CWM
3
Centric Wealth Management
Illinois
$0
4
SW
4
Signify Wealth
Missouri
$0
5
Mariner
5
Mariner
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
51
Lindenwold Advisors
Pennsylvania
$1.35M +$1.35M +11,993 New
MWM
52
Modera Wealth Management
New Jersey
$1.35M +$1.35M +11,922 New
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$1.24M +$7.11K +63 +0.6%
MIFH
54
Migdal Insurance & Financial Holdings
Israel
$1.09M +$29.4K +260 +3%
CP
55
Capital Planning
Washington
$1.05M +$148K +1,308 +16%
AIMU
56
Allianz Investment Management US
Minnesota
$1.02M – – –
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$1M -$38.1K -338 -4%
RJA
58
Raymond James & Associates
Florida
$957K +$281K +2,487 +41%
SBL
59
Sargent Bickham Lagudis
Colorado
$917K +$557K +4,940 +155%
MWM
60
Mission Wealth Management
California
$915K +$501K +4,445 +121%
AAS
61
Ameritas Advisory Services
Nebraska
$874K +$874K +7,747 New
VPW
62
Vericrest Private Wealth
Pennsylvania
$858K +$858K +7,602 New
CG
63
Colony Group
Massachusetts
$837K +$38.8K +344 +5%
PWA
64
Providence Wealth Advisors
Illinois
$813K +$64.1K +580 +9%
Ameriprise
65
Ameriprise
Minnesota
$766K -$171K -1,513 -18%
TWC
66
TD Waterhouse Canada
Ontario, Canada
$765K +$765K +6,693 New
RIM
67
Rockbridge Investment Management
New York
$762K – – –
CFGS
68
Concourse Financial Group Securities
Alabama
$742K +$22.7K +201 +3%
CWM
69
Congress Wealth Management
Massachusetts
$705K +$705K +6,249 New
MAS
70
Madden Advisory Services
Florida
$686K +$16.3K +144 +2%
TCM
71
Triumph Capital Management
Colorado
$685K +$65.1K +577 +11%
CP
72
Camelot Portfolios
Ohio
$674K +$103K +917 +18%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$664K – – –
CAN
74
Cetera Advisor Networks
California
$624K -$1.58M -14,007 -72%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$613K +$26K +238 +4%
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3
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