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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

89 hedge funds and large institutions have $461M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

122% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 18

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

13% more funds holding

Funds holding: 79 → 89 (+10)

1% less capital invested

Capital invested by funds: $468M → $461M (-$6.49M)

3.6% less ownership

Funds ownership: 66.48% → 62.88% (-3.6%)

Holders
89
Holders Change
+10
Holders Change %
+12.66%
% of All Funds
2.22%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
17
Increased
40
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$1.68M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.39M
3
RIG
RiverFront Investment Group
Virginia
+$1.36M
4
LYV
Live Your Vision
Pennsylvania
+$1.22M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$21.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.16M
3
HCM
Hengehold Capital Management
Ohio
-$1.67M
4
SFA
Sequoia Financial Advisors
Ohio
-$985K
5
UBS Group
UBS Group
Switzerland
-$958K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$47K +$47K +451 New
GRP
77
Global Retirement Partners
California
$44K +$43.7K +419 New
LWM
78
Lenox Wealth Management
Ohio
$37K +$36.5K +350 New
SHJ
79
Sharkey, Howes & Javer
Colorado
$28K – – –
CFD
80
Creative Financial Designs
Indiana
$26K +$25.9K +248 New
BFEC
81
Benjamin F. Edwards & Company
Missouri
$11K – – –
TIM
82
Tortoise Investment Management
New York
$10K – – –
SF
83
Synovus Financial
Georgia
$8K +$8.24K +79 New
AAM
84
Advisors Asset Management
Colorado
$4K +$4.07K +39 New
PWM
85
Perigon Wealth Management
California
$1K – – –
BWM
86
Baystate Wealth Management
Massachusetts
$1K +$834 +8 New
ACM
87
AlphaStar Capital Management
North Carolina
$1K +$1.77K +17 New
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
– -$3.16M -30,704 Closed
HCM
89
Hengehold Capital Management
Ohio
– -$1.67M -16,181 Closed
SWP
90
Stratos Wealth Partners
Ohio
– -$731K -7,097 Closed
Citadel Advisors
91
Citadel Advisors
Florida
– -$259K -2,511 Closed
AA
92
Apriem Advisors
California
– -$165K -1,600 Closed
JP Morgan Chase
93
JP Morgan Chase
New York
– -$2K -18 Closed
1 2 3
4

CORP Hedge Fund Activity: Q2 2017 in Review

89 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q2 2017, worth a combined $461M — down 1.4% from $468M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CORP positions and 6 closed out — a net gain of 11 holders — while 40 added to existing stakes and 18 trimmed.

The largest buyer was United Capital Financial Advisors, adding an estimated $1.68M. The largest seller was Bank of America, cutting an estimated $21.2M.

  • 89 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q2 2017, up from 79 in Q1 2017.
  • Funds reported $461M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q2 2017, down 1.4% quarter-over-quarter.
  • 17 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q2 2017 and 6 closed out, a net change of +11 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q2 2017 was United Capital Financial Advisors, an estimated $1.68M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q2 2017 was Bank of America, an estimated $21.2M sold.

Based on aggregated 13F filings for Q2 2017.