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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
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Overview Fund Activity

130 hedge funds and large institutions have $350M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+10
Holders Change %
+8.33%
% of All Funds
2.82%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
21
Increased
58
Reduced
35
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$27.4M
2
SBL
Sargent Bickham Lagudis
Colorado
+$6.86M
3
Citadel Advisors
Citadel Advisors
Florida
+$4.9M
4
PCM
Peak Capital Management
Colorado
+$2.86M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.3M

Top Sellers

1
Jane Street
Jane Street
New York
-$14.3M
2
Bank of America
Bank of America
North Carolina
-$11.2M
3
Morgan Stanley
Morgan Stanley
New York
-$4.36M
4
Wells Fargo
Wells Fargo
California
-$3.63M
5
IA
IFP Advisors
Florida
-$1.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$595K – – –
MIFH
77
Migdal Insurance & Financial Holdings
Israel
$585K -$22.2K -214 -4%
CW
78
CreativeOne Wealth
Kansas
$560K +$253K +2,438 +82%
CG
79
Colony Group
Massachusetts
$530K +$2.18K +21 +0.4%
CI
80
Cambiar Investors
Colorado
$519K – – –
SWM
81
SeaCrest Wealth Management
New York
$481K +$119K +1,142 +33%
RCA
82
Reitz Capital Advisors
Michigan
$464K – – –
VAS
83
Vestmark Advisory Solutions
Massachusetts
$459K +$459K +4,426 New
SMG
84
Spectrum Management Group
Indiana
$449K +$187K +1,805 +72%
LTFS
85
Ladenburg Thalmann Financial Services
Florida
$424K +$15.8K +152 +4%
MWM
86
Mission Wealth Management
California
$408K -$31.6K -305 -7%
Fisher Asset Management
87
Fisher Asset Management
Washington
$360K – – –
PWA
88
Providence Wealth Advisors
Illinois
$345K +$56.1K +543 +19%
G
89
Gainplan
Michigan
$339K +$339K +3,264 New
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$336K +$33.4K +322 +11%
HFA
91
Hoover Financial Advisors
Pennsylvania
$297K +$31.6K +304 +12%
ACM
92
AlphaStar Capital Management
North Carolina
$295K -$1.01M -9,681 -77%
DAS
93
Dynamic Advisor Solutions
Arizona
$289K -$366K -3,522 -56%
Bank of New York Mellon
94
Bank of New York Mellon
New York
$252K -$108K -1,035 -30%
SFG
95
StrategIQ Financial Group
Indiana
$237K -$30.1K -290 -11%
POIA
96
Pin Oak Investment Advisors
Texas
$207K – – –
Barclays
97
Barclays
United Kingdom
$182K +$182K +1,750 New
PCM
98
Price Capital Management
Louisiana
$182K +$182K +1,750 New
GWM
99
Geneos Wealth Management
Colorado
$150K -$10.2K -99 -6%
SA
100
SRH Advisors
Kansas
$145K – – –
2 3
4
5 6