We are live on ! Find out more
CORP icon

PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

148 hedge funds and large institutions have $609M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 46 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

41% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 46

25% more capital invested

Capital invested by funds: $488M → $609M (+$121M)

5.95% more ownership

Funds ownership: 65.77% → 71.72% (+6%)

6% more funds holding

Funds holding: 140 → 148 (+8)

Holders
148
Holders Change
+8
Holders Change %
+5.71%
% of All Funds
2.35%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
17
Increased
65
Reduced
46
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$44M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$20.4M
3
Morgan Stanley
Morgan Stanley
New York
+$16.3M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$11.6M
5
LPL Financial
LPL Financial
California
+$10M

Top Sellers

1
CCFM
Clear Creek Financial Management
Washington
-$7.69M
2
EK
Evensky & Katz
Florida
-$5.27M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$1.34M
4
BTI
Blue Trust Inc
Georgia
-$1.05M
5
RIG
RiverFront Investment Group
Virginia
-$877K
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
51
Faithward Advisors
Pennsylvania
$1.87M -$126K -1,353 -6%
SWP
52
ShoreHaven Wealth Partners
New Jersey
$1.74M +$1.51M +16,243 +577%
FFL
53
Financial Freedom LLC
Ohio
$1.7M +$1.74M +18,623 New
HighTower Advisors
54
HighTower Advisors
Illinois
$1.62M -$107K -1,146 -6%
BCM
55
Beck Capital Management
Texas
$1.56M +$1.59M +17,091 New
AWG
56
Altus Wealth Group
Colorado
$1.53M +$32.6K +350 +2%
FGAM
57
Financial Gravity Asset Management
Texas
$1.43M +$2.43M +26,025 +1,142%
FNC
58
First National Corp
Massachusetts
$1.38M – – –
RJFSA
59
Raymond James Financial Services Advisors
Florida
$1.32M +$50.1K +537 +4%
KWM
60
Kingsview Wealth Management
Oregon
$1.19M -$111K -1,193 -8%
PA
61
PFG Advisors
Arizona
$1.05M -$22K -236 -2%
DADC
62
D.A. Davidson & Co
Montana
$1.03M -$140K -1,499 -12%
RJA
63
Raymond James & Associates
Florida
$964K +$338K +3,619 +52%
MAS
64
Madden Advisory Services
Florida
$960K +$146K +1,566 +17%
Lido Advisors
65
Lido Advisors
California
$956K -$30K -322 -3%
PFG
66
PAX Financial Group
Texas
$951K +$328K +3,514 +51%
CP
67
Capital Planning
Washington
$949K +$665K +7,130 +217%
ASN
68
Advisory Services Network
Georgia
$935K +$27.2K +292 +3%
Fisher Asset Management
69
Fisher Asset Management
Washington
$920K +$626K +6,717 +199%
VAS
70
Valicenti Advisory Services
New York
$848K -$6.06K -65 -0.7%
AIMU
71
Allianz Investment Management US
Minnesota
$820K – – –
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$815K -$66.8K -716 -7%
CAN
73
Cetera Advisor Networks
California
$739K -$48.1K -516 -6%
MML Investors Services
74
MML Investors Services
Massachusetts
$737K -$76.1K -816 -9%
MWM
75
Marion Wealth Management
Pennsylvania
$653K +$8.39K +90 +1%
1 2
3
4 5

CORP Hedge Fund Activity: Q3 2023 in Review

148 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q3 2023, worth a combined $609M — up 25% from $488M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CORP positions and 7 closed out — a net gain of 10 holders — while 65 added to existing stakes and 46 trimmed.

The largest buyer was Bank of America, adding an estimated $44M. The largest seller was Clear Creek Financial Management, cutting an estimated $7.69M.

  • 148 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q3 2023, up from 140 in Q2 2023.
  • Funds reported $609M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q3 2023, up 25% quarter-over-quarter.
  • 17 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q3 2023 and 7 closed out, a net change of +10 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q3 2023 was Bank of America, an estimated $44M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q3 2023 was Clear Creek Financial Management, an estimated $7.69M sold.

Based on aggregated 13F filings for Q3 2023.