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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
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Overview Fund Activity

146 hedge funds and large institutions have $791M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
2.14%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
23
Increased
61
Reduced
39
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$86.8M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$61.6M
3
AP
3
Agilis Partners
Massachusetts
$14.1M
4
Bank of America
4
Bank of America
North Carolina
$180M
5
LPL Financial
5
LPL Financial
California
$38.3M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$0
2
SPIA
2
Steward Partners Investment Advisory
New York
$26.3K
3
CCFCSB
3
Cape Cod Five Cents Savings Bank
Massachusetts
$6.46M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$536K
5
I
5
INVST
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
51
Faithward Advisors
Pennsylvania
$1.8M -$172K -1,797 -9%
FFL
52
Financial Freedom LLC
Ohio
$1.73M -$82.2K -845 -5%
HighTower Advisors
53
HighTower Advisors
Illinois
$1.7M -$27.8K -286 -2%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$1.65M +$1.13M +11,588 +216%
AWG
55
Altus Wealth Group
Colorado
$1.64M – – –
FNC
56
First National Corp
Massachusetts
$1.48M +$10.8K +111 +0.7%
DADC
57
D.A. Davidson & Co
Montana
$1.47M +$370K +3,803 +34%
FGAM
58
Financial Gravity Asset Management
Texas
$1.47M +$20.5K +401 +1%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$1.39M -$21.6K -222 -2%
Lido Advisors
60
Lido Advisors
California
$1.36M +$334K +3,418 +33%
CAL
61
Capital Analysts LLC
Pennsylvania
$1.29M +$1.29M +13,241 New
KWM
62
Kingsview Wealth Management
Oregon
$1.28M +$10K +103 +0.8%
PA
63
PFG Advisors
Arizona
$1.22M +$102K +1,052 +9%
MAS
64
Madden Advisory Services
Florida
$1.19M +$163K +1,671 +16%
RJA
65
Raymond James & Associates
Florida
$1.17M +$139K +1,425 +13%
EK
66
Evensky & Katz
Florida
$1.14M +$611K +6,287 +117%
ASN
67
Advisory Services Network
Georgia
$1.01M +$16.2K +167 +2%
CIBC World Market
68
CIBC World Market
Ontario, Canada
$919K +$537K +5,515 +140%
AIMU
69
Allianz Investment Management US
Minnesota
$874K – – –
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$861K +$861K +8,854 New
IWC
71
Integrated Wealth Concepts
Massachusetts
$855K +$502K +5,164 +142%
VAS
72
Valicenti Advisory Services
New York
$824K -$81.7K -840 -9%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$749K -$121K -1,242 -14%
KV
74
Kickstand Ventures
New York
$738K +$469K +4,824 +175%
CAN
75
Cetera Advisor Networks
California
$731K -$57.5K -591 -7%
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