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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

118 hedge funds and large institutions have $450M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

5% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 41

1% less funds holding

Funds holding: 119118 (-1)

6.73% less ownership

Funds ownership: 63.87%57.14% (-6.7%)

7% less capital invested

Capital invested by funds: $485M → $450M (-$34.6M)

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
118
Holders Change
-1
Holders Change %
-0.84%
% of All Funds
2.7%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
11
Increased
43
Reduced
41
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$370K +$29.8K +296 +9%
RJT
77
Raymond James Trust
Florida
$369K -$55.5K -551 -13%
SFG
78
StrategIQ Financial Group
Indiana
$295K -$256K -2,542 -46%
PWA
79
Providence Wealth Advisors
Illinois
$295K +$15.1K +150 +5%
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$291K +$12.3K +122 +4%
CAN
81
Cetera Advisor Networks
California
$290K +$11.3K +112 +4%
SWM
82
SeaCrest Wealth Management
New York
$240K -$157K -1,563 -40%
UWM
83
USAdvisors Wealth Management
Minnesota
$237K -$10.8M -107,343 -98%
BCP
84
Blackhawk Capital Partners
Wisconsin
$226K -$1.63M -16,215 -88%
CWM
85
Cornerstone Wealth Management
Missouri
$221K +$2.34M +23,186 New
Baird Financial Group
86
Baird Financial Group
Wisconsin
$217K +$217K +2,156 New
Bank of New York Mellon
87
Bank of New York Mellon
New York
$211K -$30.2K -300 -13%
Fisher Asset Management
88
Fisher Asset Management
Washington
$209K
RC
89
Roundview Capital
New Jersey
$209K +$209K +2,074 New
VCA
90
Verdence Capital Advisors
Maryland
$206K -$14.2K -141 -6%
SA
91
SRH Advisors
Kansas
$204K
POIA
92
Pin Oak Investment Advisors
Texas
$201K
SMG
93
Spectrum Management Group
Indiana
$194K -$58.9K -585 -23%
GWM
94
Geneos Wealth Management
Colorado
$156K -$2.75M -27,341 -95%
SWP
95
Stratos Wealth Partners
Ohio
$90K +$89.7K +890 New
Citigroup
96
Citigroup
New York
$81K +$202 +2 +0.2%
BFC
97
Bedel Financial Consulting
Indiana
$69K
HI
98
Hudock Inc
Pennsylvania
$43K
US Bancorp
99
US Bancorp
Minnesota
$42K
AWMS
100
Advocacy Wealth Management Services
Georgia
$40K

CORP Hedge Fund Activity: Q3 2018 in Review

118 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q3 2018, worth a combined $450M — down 7.1% from $485M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CORP positions and 10 closed out — a net gain of 1 holder — while 43 added to existing stakes and 41 trimmed.

The largest buyer was WBI Investments, opening a new position worth an estimated $9.49M. The largest seller was Envestnet Asset Management, cutting an estimated $15.1M.

  • 118 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q3 2018, down from 119 in Q2 2018.
  • Funds reported $450M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q3 2018, down 7.1% quarter-over-quarter.
  • 11 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q3 2018 and 10 closed out, a net change of +1 holder.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q3 2018 was WBI Investments, an estimated $9.49M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q3 2018 was Envestnet Asset Management, an estimated $15.1M sold.

Based on aggregated 13F filings for Q3 2018.