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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

95 hedge funds and large institutions have $499M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 16

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

8% more capital invested

Capital invested by funds: $461M → $499M (+$37.8M)

7% more funds holding

Funds holding: 8995 (+6)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.21% less ownership

Funds ownership: 62.88%61.66% (-1.2%)

Holders
95
Holders Change
+6
Holders Change %
+6.74%
% of All Funds
2.37%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
12
Increased
47
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
76
OneDigital Investment Advisors
Kansas
$84K +$633 +6 +0.8%
VCM
77
Versant Capital Management
Arizona
$65K +$527 +5 +0.8%
AWMS
78
Advocacy Wealth Management Services
Georgia
$61K
SSB
79
Sandy Spring Bank
Maryland
$60K
GRP
80
Global Retirement Partners
California
$56K +$12K +114 +27%
GWM
81
Geneos Wealth Management
Colorado
$55K
HI
82
Hudock Inc
Pennsylvania
$53K
LWM
83
Lenox Wealth Management
Ohio
$36K
First Manhattan
84
First Manhattan
New York
$32K +$32.6K +309 New
SHJ
85
Sharkey, Howes & Javer
Colorado
$28K
CFD
86
Creative Financial Designs
Indiana
$26K +$105 +1 +0.4%
SQA
87
Simon Quick Advisors
New Jersey
$15K +$14.9K +141 New
US Bancorp
88
US Bancorp
Minnesota
$12K +$11.8K +112 New
BFEC
89
Benjamin F. Edwards & Company
Missouri
$11K
TIM
90
Tortoise Investment Management
New York
$10K
AAM
91
Advisors Asset Management
Colorado
$4K
BWM
92
Baystate Wealth Management
Massachusetts
$1K
PWM
93
Perigon Wealth Management
California
$1K
DI
94
Diligent Investors
California
-$2.98M -28,342 Closed
AIP
95
Almanack Investment Partners
Pennsylvania
-$358K -3,404 Closed
VIA
96
Vantage Investment Advisors
Pennsylvania
-$279K -2,657 Closed
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
-$47K -451 Closed
SF
98
Synovus Financial
Georgia
-$8K -79 Closed

CORP Hedge Fund Activity: Q3 2017 in Review

95 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 Q3 2017, worth a combined $499M — up 8.2% from $461M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CORP positions and 5 closed out — a net gain of 7 holders — while 47 added to existing stakes and 16 trimmed.

The largest buyer was Alliance Wealth Management Group, adding an estimated $6.48M. The largest seller was Frontier Wealth Management, cutting an estimated $5.95M.

  • 95 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q3 2017, up from 89 in Q2 2017.
  • Funds reported $499M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q3 2017, up 8.2% quarter-over-quarter.
  • 12 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q3 2017 and 5 closed out, a net change of +7 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q3 2017 was Alliance Wealth Management Group, an estimated $6.48M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q3 2017 was Frontier Wealth Management, an estimated $5.95M sold.

Based on aggregated 13F filings for Q3 2017.