We are live on ! Find out more
CORP icon

PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

138 hedge funds and large institutions have $458M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 59 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

3% more funds holding

Funds holding: 134138 (+4)

1.04% more ownership

Funds ownership: 62.81%63.85% (+1%)

19% less capital invested

Capital invested by funds: $566M → $458M (-$108M)

22% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 59

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
138
Holders Change
+4
Holders Change %
+2.99%
% of All Funds
2.2%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
20
Increased
46
Reduced
59
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
51
Kingsview Wealth Management
Oregon
$1.43M -$19.2K -202 -1%
RIG
52
RiverFront Investment Group
Virginia
$1.28M +$1.27M +13,323 New
MMA
53
Miracle Mile Advisors
California
$1.27M -$18.5K -194 -1%
MWM
54
MinichMacGregor Wealth Management
New York
$1.2M +$215K +2,262 +22%
PA
55
PFG Advisors
Arizona
$1.14M -$3.43K -36 -0.3%
CAN
56
Cetera Advisor Networks
California
$1.13M -$650K -6,828 -37%
FA
57
Faithward Advisors
Pennsylvania
$1.01M -$94.5K -993 -9%
MML Investors Services
58
MML Investors Services
Massachusetts
$979K -$27.2K -286 -3%
VAS
59
Valicenti Advisory Services
New York
$910K -$45.1K -474 -5%
ASN
60
Advisory Services Network
Georgia
$879K +$258K +2,715 +42%
AIMU
61
Allianz Investment Management US
Minnesota
$865K
CW
62
CreativeOne Wealth
Kansas
$848K -$724K -7,605 -46%
MAS
63
Madden Advisory Services
Florida
$795K +$55.7K +585 +8%
GM
64
GeoWealth Management
Illinois
$782K -$279K -2,929 -27%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$760K -$48.1K -505 -6%
BCM
66
Barden Capital Management
Texas
$720K -$22.1K -232 -3%
OMC
67
Old Mission Capital
Illinois
$703K +$422K +4,438 +154%
CA
68
Cetera Advisors
Colorado
$698K +$67.5K +709 +11%
MWM
69
Marion Wealth Management
Pennsylvania
$679K -$5.42K -57 -0.8%
CWM
70
Congress Wealth Management
Massachusetts
$676K -$111K -1,163 -14%
CG
71
Colony Group
Massachusetts
$657K -$44K -462 -6%
RJA
72
Raymond James & Associates
Florida
$650K +$46.2K +485 +8%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$587K -$38K -399 -6%
AWS
74
Atria Wealth Solutions
New York
$567K -$22.5K -236 -4%
TF
75
TimeScale Financial
Massachusetts
$551K +$545K +5,728 New

CORP Hedge Fund Activity: Q1 2023 in Review

138 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q1 2023, worth a combined $458M — down 19% from $566M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CORP positions and 13 closed out — a net gain of 7 holders — while 46 added to existing stakes and 59 trimmed.

The largest buyer was Clear Creek Financial Management, opening a new position worth an estimated $8.39M. The largest seller was Bank of America, cutting an estimated $147M.

  • 138 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q1 2023, up from 134 in Q4 2022.
  • Funds reported $458M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q1 2023, down 19% quarter-over-quarter.
  • 20 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q1 2023 and 13 closed out, a net change of +7 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q1 2023 was Clear Creek Financial Management, an estimated $8.39M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q1 2023 was Bank of America, an estimated $147M sold.

Based on aggregated 13F filings for Q1 2023.