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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

130 hedge funds and large institutions have $328M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 50 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

47% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 34

16% more capital invested

Capital invested by funds: $282M → $328M (+$45.5M)

13% more funds holding

Funds holding: 115130 (+15)

8.19% more ownership

Funds ownership: 43.26%51.45% (+8.2%)

Holders
130
Holders Change
+15
Holders Change %
+13.04%
% of All Funds
2.56%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
25
Increased
50
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPWA
76
Beacon Pointe Wealth Advisors
California
$544K -$93.2K -851 -15%
Renaissance Technologies
77
Renaissance Technologies
New York
$539K +$274K +2,500 +104%
FAAS
78
First Allied Advisory Services
California
$537K -$4.62M -42,193 -90%
RJA
79
Raymond James & Associates
Florida
$524K +$89.1K +813 +21%
PWA
80
Providence Wealth Advisors
Illinois
$516K +$82K +749 +19%
Creative Planning
81
Creative Planning
Kansas
$508K +$506K +4,621 New
RCA
82
Reitz Capital Advisors
Michigan
$491K
HH
83
Hilltop Holdings
Texas
$453K +$176K +1,609 +64%
RPG
84
Resource Planning Group
Georgia
$433K -$264K -2,412 -38%
SWM
85
SeaCrest Wealth Management
New York
$423K -$20.8K -190 -5%
KF
86
Krilogy Financial
Missouri
$419K +$418K +3,815 New
UCFA
87
United Capital Financial Advisors
Texas
$417K -$103K -936 -20%
Fisher Asset Management
88
Fisher Asset Management
Washington
$392K
MML Investors Services
89
MML Investors Services
Massachusetts
$355K +$354K +3,228 New
MWM
90
Mission Wealth Management
California
$346K -$21.6K -197 -6%
JIP
91
JBJ Investment Partners
South Carolina
$289K
HighTower Advisors
92
HighTower Advisors
Illinois
$261K -$33.4K -305 -11%
PFA
93
Pinnacle Family Advisors
Missouri
$258K +$35.2K +321 +16%
1SB
94
1ST Source Bank
Indiana
$237K
NWS
95
Newport Wealth Strategies
California
$237K +$236K +2,150 New
CSPIA
96
Cary Street Partners Investment Advisory
Virginia
$229K +$228K +2,082 New
Koshinski Asset Management
97
Koshinski Asset Management
Illinois
$228K +$226K +2,065 New
POIA
98
Pin Oak Investment Advisors
Texas
$220K
SC
99
Scotia Capital
Ontario, Canada
$210K -$58.8K -537 -22%
VCA
100
Verdence Capital Advisors
Maryland
$208K

CORP Hedge Fund Activity: Q4 2019 in Review

130 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q4 2019, worth a combined $328M — up 16% from $282M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new CORP positions and 9 closed out — a net gain of 16 holders — while 50 added to existing stakes and 34 trimmed.

The largest buyer was Tradewinds Capital Management, opening a new position worth an estimated $19.3M. The largest seller was Jane Street, cutting an estimated $6.12M.

  • 130 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q4 2019, up from 115 in Q3 2019.
  • Funds reported $328M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q4 2019, up 16% quarter-over-quarter.
  • 25 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q4 2019 and 9 closed out, a net change of +16 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q4 2019 was Tradewinds Capital Management, an estimated $19.3M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q4 2019 was Jane Street, an estimated $6.12M sold.

Based on aggregated 13F filings for Q4 2019.