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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

122 hedge funds and large institutions have $342M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 56 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.42% more ownership

Funds ownership: 58.56% → 58.97% (+0.42%)

9% less funds holding

Funds holding: 134 → 122 (-12)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

16% less capital invested

Capital invested by funds: $410M → $342M (-$67.4M)

32% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 56

57% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 21

Holders
122
Holders Change
-12
Holders Change %
-8.96%
% of All Funds
2.06%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
9
Increased
38
Reduced
56
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$19.5M
2
Bank of America
Bank of America
North Carolina
+$16.3M
3
IIA
IPG Investment Advisors
California
+$1.87M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$1.43M
5
EK
Evensky & Katz
Florida
+$1.08M

Top Sellers

Rank Fund Capital Flow
1
5L
55I LLC
Massachusetts
-$16.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$15.7M
3
Jane Street
Jane Street
New York
-$13.2M
4
Wells Fargo
Wells Fargo
California
-$6.69M
5
UBS Group
UBS Group
Switzerland
-$3.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIMU
51
Allianz Investment Management US
Minnesota
$867K – – –
RJA
52
Raymond James & Associates
Florida
$841K -$214K -2,179 -20%
CG
53
Colony Group
Massachusetts
$774K -$1.08K -11 -0.1%
MAS
54
Madden Advisory Services
Florida
$704K +$118K +1,200 +20%
ASN
55
Advisory Services Network
Georgia
$686K +$4.82K +49 +0.7%
AWS
56
Atria Wealth Solutions
New York
$637K +$3.64K +37 +0.6%
Ameriprise
57
Ameriprise
Minnesota
$629K -$906K -9,209 -59%
MWM
58
MinichMacGregor Wealth Management
New York
$620K -$22.8K -232 -3%
CWM
59
Congress Wealth Management
Massachusetts
$605K -$13.6K -138 -2%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$598K -$410K -4,169 -40%
CP
61
Camelot Portfolios
Ohio
$564K +$787 +8 +0.1%
SFS
62
Security Financial Services
Indiana
$521K +$214K +2,170 +67%
TCM
63
Triumph Capital Management
Colorado
$511K -$155K -1,573 -23%
AAS
64
Ameritas Advisory Services
Nebraska
$480K -$112K -1,133 -19%
BCM
65
Brookstone Capital Management
Illinois
$479K -$27.9K -283 -5%
SB
66
Strategic Blueprint
Georgia
$457K -$6.79K -69 -1%
CFGS
67
Concourse Financial Group Securities
Alabama
$432K +$123K +1,248 +39%
KWS
68
Keystone Wealth Services
California
$411K – – –
FAG
69
Fortitude Advisory Group
Washington
$376K -$5.31K -54 -1%
Fisher Asset Management
70
Fisher Asset Management
Washington
$375K +$5.81K +59 +2%
BlackRock
71
BlackRock
New York
$352K +$10.1K +103 +3%
KAS
72
Kestra Advisory Services
Texas
$336K +$70.8K +719 +26%
OMC
73
Old Mission Capital
Illinois
$304K -$332K -3,371 -52%
TWC
74
TD Waterhouse Canada
Ontario, Canada
$298K -$227K -2,308 -43%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$295K -$4.53K -46 -1%
1 2
3
4 5

CORP Hedge Fund Activity: Q2 2022 in Review

122 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q2 2022, worth a combined $342M — down 16% from $410M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of CORP and 9 opened new positions — a net loss of 12 holders — while 56 trimmed existing stakes and 38 added.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $19.5M. The largest seller was 55I LLC, exiting entirely with an estimated $16.2M sold.

  • 122 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q2 2022, down from 134 in Q1 2022.
  • Funds reported $342M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q2 2022, down 16% quarter-over-quarter.
  • 9 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q2 2022 and 21 closed out, a net change of -12 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q2 2022 was Carson Wealth (CWM LLC), an estimated $19.5M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q2 2022 was 55I LLC, an estimated $16.2M sold.

Based on aggregated 13F filings for Q2 2022.