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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

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

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

93% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 30

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

16% more capital invested

Capital invested by funds: $380M → $440M (+$60.3M)

14% more funds holding

Funds holding: 125 → 143 (+18)

7.76% more ownership

Funds ownership: 46.64% → 54.4% (+7.8%)

Holders
143
Holders Change
+18
Holders Change %
+14.4%
% of All Funds
2.2%
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

Rank Fund Capital Flow
1
TCM
Tradewinds Capital Management
Washington
+$23.1M
2
SFA
Sequoia Financial Advisors
Ohio
+$9.82M
3
HighTower Advisors
HighTower Advisors
Illinois
+$6.18M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$5.98M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$4.23M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$4.96M
2
Truist Financial
Truist Financial
North Carolina
-$3.43M
3
CWM
Centric Wealth Management
Illinois
-$2.85M
4
SW
Signify Wealth
Missouri
-$2.59M
5
Mariner
Mariner
Kansas
-$2.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
LA
51
Lindenwold Advisors
Pennsylvania
$1.35M +$1.36M +11,993 New
MWM
52
Modera Wealth Management
New Jersey
$1.34M +$1.35M +11,922 New
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$1.24M +$7.14K +63 +0.6%
MIFH
54
Migdal Insurance & Financial Holdings
Israel
$1.09M +$29.5K +260 +3%
CP
55
Capital Planning
Washington
$1.05M +$148K +1,308 +16%
AIMU
56
Allianz Investment Management US
Minnesota
$1.02M – – –
JP Morgan Chase
57
JP Morgan Chase
New York
$1M -$38.3K -338 -4%
RJA
58
Raymond James & Associates
Florida
$957K +$282K +2,487 +41%
SBL
59
Sargent Bickham Lagudis
Colorado
$917K +$560K +4,940 +155%
MWM
60
Mission Wealth Management
California
$915K +$504K +4,445 +121%
AAS
61
Ameritas Advisory Services
Nebraska
$874K +$878K +7,747 New
VPW
62
Vericrest Private Wealth
Pennsylvania
$858K +$861K +7,602 New
CG
63
Colony Group
Massachusetts
$837K +$39K +344 +5%
PWA
64
Providence Wealth Advisors
Illinois
$813K +$65.7K +580 +9%
Ameriprise
65
Ameriprise
Minnesota
$766K -$171K -1,513 -18%
TWC
66
TD Waterhouse Canada
Ontario, Canada
$765K +$758K +6,693 New
RIM
67
Rockbridge Investment Management
New York
$762K – – –
CFGS
68
Concourse Financial Group Securities
Alabama
$742K +$22.8K +201 +3%
CWM
69
Congress Wealth Management
Massachusetts
$705K +$708K +6,249 New
MAS
70
Madden Advisory Services
Florida
$686K +$16.3K +144 +2%
TCM
71
Triumph Capital Management
Colorado
$685K +$65.4K +577 +11%
CP
72
Camelot Portfolios
Ohio
$674K +$104K +917 +18%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$664K – – –
CAN
74
Cetera Advisor Networks
California
$624K -$1.59M -14,007 -72%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$613K +$27K +238 +4%
1 2
3
4 5

CORP Hedge Fund Activity: Q4 2021 in Review

143 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q4 2021, worth a combined $440M — up 16% from $380M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CORP positions and 9 closed out — a net gain of 20 holders — while 58 added to existing stakes and 30 trimmed.

The largest buyer was Tradewinds Capital Management, adding an estimated $23.1M. The largest seller was Jane Street, cutting an estimated $4.96M.

  • 143 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q4 2021, up from 125 in Q3 2021.
  • Funds reported $440M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q4 2021, up 16% quarter-over-quarter.
  • 29 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q4 2021 and 9 closed out, a net change of +20 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q4 2021 was Tradewinds Capital Management, an estimated $23.1M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q4 2021 was Jane Street, an estimated $4.96M sold.

Based on aggregated 13F filings for Q4 2021.