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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

134 hedge funds and large institutions have $410M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.16% more ownership

Funds ownership: 54.4%58.56% (+4.2%)

4% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 52

6% less funds holding

Funds holding: 143134 (-9)

7% less capital invested

Capital invested by funds: $440M → $410M (-$30.2M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

41% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 17

Holders
134
Holders Change
-9
Holders Change %
-6.29%
% of All Funds
2.11%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
10
Increased
54
Reduced
52
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
51
Migdal Insurance & Financial Holdings
Israel
$1.1M +$95.7K +892 +9%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$1.08M -$68.9K -642 -6%
MWM
53
Mission Wealth Management
California
$999K +$159K +1,481 +18%
BCM
54
Boltwood Capital Management
California
$965K -$484K -4,515 -33%
AIMU
55
Allianz Investment Management US
Minnesota
$937K
CG
56
Colony Group
Massachusetts
$838K +$66.7K +622 +8%
PWA
57
Providence Wealth Advisors
Illinois
$746K -$19.5K -182 -2%
ASN
58
Advisory Services Network
Georgia
$736K +$758K +7,069 New
TCM
59
Triumph Capital Management
Colorado
$716K +$85.9K +801 +13%
RIM
60
Rockbridge Investment Management
New York
$699K -$3.54K -33 -0.5%
JP Morgan Chase
61
JP Morgan Chase
New York
$694K -$238K -2,216 -25%
MWM
62
MinichMacGregor Wealth Management
New York
$694K +$193K +1,795 +37%
AWS
63
Atria Wealth Solutions
New York
$686K +$706K +6,582 New
OMC
64
Old Mission Capital
Illinois
$679K +$136K +1,268 +24%
CWM
65
Congress Wealth Management
Massachusetts
$669K +$18.8K +175 +3%
AAS
66
Ameritas Advisory Services
Nebraska
$636K -$176K -1,638 -21%
MAS
67
Madden Advisory Services
Florida
$636K +$3.54K +33 +0.5%
CP
68
Camelot Portfolios
Ohio
$609K -$13.4K -125 -2%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$609K
OC
70
Oppenheimer & Co
New York
$589K +$607K +5,656 New
TWC
71
TD Waterhouse Canada
Ontario, Canada
$573K -$140K -1,305 -19%
BCM
72
Brookstone Capital Management
Illinois
$530K +$56.2K +524 +11%
SB
73
Strategic Blueprint
Georgia
$501K -$895K -8,343 -63%
KWS
74
Keystone Wealth Services
California
$444K
EK
75
Evensky & Katz
Florida
$439K -$8.01M -74,678 -95%

CORP Hedge Fund Activity: Q1 2022 in Review

134 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q1 2022, worth a combined $410M — down 6.9% from $440M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of CORP and 10 opened new positions — a net loss of 7 holders — while 52 trimmed existing stakes and 54 added.

The largest buyer was Bank of America, adding an estimated $33M. The largest seller was Tradewinds Capital Management, cutting an estimated $19.6M.

  • 134 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q1 2022, down from 143 in Q4 2021.
  • Funds reported $410M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q1 2022, down 6.9% quarter-over-quarter.
  • 10 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q1 2022 and 17 closed out, a net change of -7 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q1 2022 was Bank of America, an estimated $33M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q1 2022 was Tradewinds Capital Management, an estimated $19.6M sold.

Based on aggregated 13F filings for Q1 2022.