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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

178 hedge funds and large institutions have $994M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 67 increasing their positions, 53 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 11

26% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 53

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

13% more funds holding

Funds holding: 158 → 178 (+20)

3.06% more ownership

Funds ownership: 76.91% → 79.97% (+3.1%)

2% more capital invested

Capital invested by funds: $975M → $994M (+$18.2M)

Holders
178
Holders Change
+20
Holders Change %
+12.66%
% of All Funds
2.34%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
34
Increased
67
Reduced
53
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$34.4M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$14.8M
3
OIA
OneDigital Investment Advisors
Kansas
+$6.77M
4
IAA
Independent Advisor Alliance
North Carolina
+$4.89M
5
FCM
Fortis Capital Management
Washington
+$4.27M

Top Sellers

Rank Fund Capital Flow
1
TCM
Tradewinds Capital Management
Washington
-$18.5M
2
CWM
Cornerstone Wealth Management
Missouri
-$11M
3
Osaic Holdings
Osaic Holdings
Arizona
-$9.3M
4
LPL Financial
LPL Financial
California
-$6.25M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$3.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$2.63M -$142K -1,464 -5%
OCM
52
One Capital Management
California
$2.52M +$2.57M +26,483 New
CPC
53
CFC Planning Company
Indiana
$2.39M +$2.44M +25,137 New
Citadel Advisors
54
Citadel Advisors
Florida
$2.11M +$2.15M +22,157 New
MAS
55
Madden Advisory Services
Florida
$2.09M +$312K +3,220 +17%
Ameriprise
56
Ameriprise
Minnesota
$2.07M -$531K -5,478 -20%
EH
57
Equitable Holdings
New York
$1.95M +$127K +1,306 +7%
FFL
58
Financial Freedom LLC
Ohio
$1.83M -$33.5K -346 -2%
CA
59
Cannon Advisors
North Carolina
$1.73M -$47.2K -487 -3%
AF
60
Allworth Financial
California
$1.72M -$2.3M -23,760 -57%
GWWM
61
Great Waters Wealth Management
Minnesota
$1.7M -$64.2K -662 -4%
SA
62
Sanctuary Advisors
Indiana
$1.49M -$51.1K -527 -3%
SFS
63
Security Financial Services
Indiana
$1.48M +$457K +4,721 +43%
GL
64
Graypoint LLC
New York
$1.46M -$2.26M -23,292 -60%
FF
65
Fortitude Financial
Washington
$1.45M +$1.48M +15,259 New
UWS
66
Unique Wealth Strategies
Illinois
$1.42M +$44.5K +459 +3%
Truist Financial
67
Truist Financial
North Carolina
$1.41M +$19K +196 +1%
MAM
68
Milestone Asset Management
Pennsylvania
$1.37M -$29.2K -301 -2%
GCM
69
Gallacher Capital Management
Colorado
$1.37M +$194 +2 +0%
FA
70
Faithward Advisors
Pennsylvania
$1.34M -$207K -2,140 -13%
FNC
71
First National Corp
Massachusetts
$1.33M +$6.4K +66 +0.5%
IIA
72
IPG Investment Advisors
California
$1.31M – – –
KWM
73
Kingsview Wealth Management
Oregon
$1.31M +$97.4K +1,005 +8%
CAL
74
Capital Analysts LLC
Pennsylvania
$1.21M -$43.9K -453 -3%
OMC
75
Old Mission Capital
Illinois
$1.17M +$1.19M +12,268 New
1 2
3
4 5

CORP Hedge Fund Activity: Q4 2024 in Review

178 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q4 2024, worth a combined $994M — up 1.9% from $975M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CORP positions and 11 closed out — a net gain of 23 holders — while 67 added to existing stakes and 53 trimmed.

The largest buyer was Bank of America, adding an estimated $34.4M. The largest seller was Tradewinds Capital Management, cutting an estimated $18.5M.

  • 178 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q4 2024, up from 158 in Q3 2024.
  • Funds reported $994M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q4 2024, up 1.9% quarter-over-quarter.
  • 34 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q4 2024 and 11 closed out, a net change of +23 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q4 2024 was Bank of America, an estimated $34.4M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q4 2024 was Tradewinds Capital Management, an estimated $18.5M sold.

Based on aggregated 13F filings for Q4 2024.