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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

122 hedge funds and large institutions have $337M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2020 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

6.48% more ownership

Funds ownership: 51.45%57.93% (+6.5%)

3% more capital invested

Capital invested by funds: $328M → $337M (+$8.91M)

2% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 42

6% less funds holding

Funds holding: 130122 (-8)

19% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 27

Holders
122
Holders Change
-8
Holders Change %
-6.15%
% of All Funds
2.69%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
22
Increased
41
Reduced
42
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
76
Reitz Capital Advisors
Michigan
$463K -$10.9K -100 -2%
Creative Planning
77
Creative Planning
Kansas
$451K -$39.5K -361 -8%
FAAS
78
First Allied Advisory Services
California
$441K -$79.5K -726 -15%
RF
79
RHS Financial
California
$434K -$659K -6,022 -59%
SWM
80
SeaCrest Wealth Management
New York
$423K +$16K +146 +4%
UCFA
81
United Capital Financial Advisors
Texas
$377K -$25.4K -232 -6%
Fisher Asset Management
82
Fisher Asset Management
Washington
$349K -$29.1K -266 -7%
OMC
83
Old Mission Capital
Illinois
$347K +$358K +3,275 New
MML Investors Services
84
MML Investors Services
Massachusetts
$341K -$876 -8 -0.2%
GCA
85
Genesee Capital Advisors
New York
$318K +$330K +3,012 New
VAS
86
Valicenti Advisory Services
New York
$310K -$2.74M -24,994 -90%
HFA
87
Hoover Financial Advisors
Pennsylvania
$291K -$460K -4,202 -60%
Citigroup
88
Citigroup
New York
$283K +$174K +1,589 +147%
1SB
89
1ST Source Bank
Indiana
$228K
Koshinski Asset Management
90
Koshinski Asset Management
Illinois
$223K +$4.92K +45 +2%
POIA
91
Pin Oak Investment Advisors
Texas
$212K
CFG
92
Capstone Financial Group
Oklahoma
$201K +$208K +1,898 New
ASN
93
Advisory Services Network
Georgia
$192K +$199K +1,818 New
GWM
94
Geneos Wealth Management
Colorado
$158K
CFGS
95
Concourse Financial Group Securities
Alabama
$157K +$88.8K +811 +120%
SA
96
SRH Advisors
Kansas
$148K
AWM
97
Atticus Wealth Management
Florida
$147K +$152K +1,386 New
CIAS
98
CBIZ Investment Advisory Services
Ohio
$84K
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$79K -$9.08K -83 -10%
BFC
100
Bedel Financial Consulting
Indiana
$58K

CORP Hedge Fund Activity: Q1 2020 in Review

122 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q1 2020, worth a combined $337M — up 2.7% from $328M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of CORP and 22 opened new positions — a net loss of 5 holders — while 42 trimmed existing stakes and 41 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $16.2M. The largest seller was Visionary Wealth Advisors, cutting an estimated $8.47M.

  • 122 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q1 2020, down from 130 in Q4 2019.
  • Funds reported $337M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q1 2020, up 2.7% quarter-over-quarter.
  • 22 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q1 2020 and 27 closed out, a net change of -5 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q1 2020 was Citadel Advisors, an estimated $16.2M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q1 2020 was Visionary Wealth Advisors, an estimated $8.47M sold.

Based on aggregated 13F filings for Q1 2020.