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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

160 hedge funds and large institutions have $828M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

32% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 50

9% more funds holding

Funds holding: 147160 (+13)

4% more capital invested

Capital invested by funds: $793M → $828M (+$35.4M)

1.98% less ownership

Funds ownership: 76.87%74.88% (-2%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
160
Holders Change
+13
Holders Change %
+8.84%
% of All Funds
2.3%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
24
Increased
66
Reduced
50
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$2.57M +$34.3K +358 +1%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$2.5M +$10.3K +107 +0.4%
CA
53
Cetera Advisors
Colorado
$2.35M -$84K -876 -3%
Truist Financial
54
Truist Financial
North Carolina
$2.34M +$121K +1,261 +5%
IFG
55
Independent Financial Group
California
$2.19M +$171K +1,786 +8%
Lido Advisors
56
Lido Advisors
California
$2.16M +$827K +8,628 +62%
Jones Financial Companies
57
Jones Financial Companies
Missouri
$2.13M +$2.13M +22,219 New
GWWM
58
Great Waters Wealth Management
Minnesota
$1.97M -$34.1K -356 -2%
FA
59
Faithward Advisors
Pennsylvania
$1.96M +$167K +1,742 +9%
EK
60
Evensky & Katz
Florida
$1.93M +$807K +8,422 +72%
BCM
61
Beck Capital Management
Texas
$1.86M -$134K -1,401 -7%
CAN
62
Cetera Advisor Networks
California
$1.83M +$1.11M +11,551 +154%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$1.77M +$400K +4,171 +29%
FFL
64
Financial Freedom LLC
Ohio
$1.69M -$14.3K -149 -0.8%
HighTower Advisors
65
HighTower Advisors
Illinois
$1.59M -$88.9K -927 -5%
Citadel Advisors
66
Citadel Advisors
Florida
$1.51M +$1.51M +15,715 New
FNC
67
First National Corp
Massachusetts
$1.48M
EFS
68
Econ Financial Services
Pennsylvania
$1.48M +$1.48M +15,390 New
CAL
69
Capital Analysts LLC
Pennsylvania
$1.43M +$154K +1,603 +12%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$1.36M +$623K +6,498 +84%
TFGT
71
TS Financial Group (TSFG)
Illinois
$1.35M +$1.26M +13,101 +1,415%
IIA
72
IPG Investment Advisors
California
$1.32M +$1.32M +13,750 New
KWM
73
Kingsview Wealth Management
Oregon
$1.26M -$3.74K -39 -0.3%
RJA
74
Raymond James & Associates
Florida
$1.22M +$68.5K +714 +6%
MAS
75
Madden Advisory Services
Florida
$1.21M +$35.3K +368 +3%

CORP Hedge Fund Activity: Q1 2024 in Review

160 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q1 2024, worth a combined $828M — up 4.5% from $793M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new CORP positions and 10 closed out — a net gain of 14 holders — while 66 added to existing stakes and 50 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $35.8M. The largest seller was Bank of America, cutting an estimated $38.4M.

  • 160 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q1 2024, up from 147 in Q4 2023.
  • Funds reported $828M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q1 2024, up 4.5% quarter-over-quarter.
  • 24 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q1 2024 and 10 closed out, a net change of +14 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q1 2024 was Carson Wealth (CWM LLC), an estimated $35.8M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q1 2024 was Bank of America, an estimated $38.4M sold.

Based on aggregated 13F filings for Q1 2024.