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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

136 hedge funds and large institutions have $430M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 31

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

15% more capital invested

Capital invested by funds: $375M → $430M (+$55.1M)

6.66% more ownership

Funds ownership: 46.55% → 53.21% (+6.7%)

5% more funds holding

Funds holding: 130 → 136 (+6)

Holders
136
Holders Change
+6
Holders Change %
+4.62%
% of All Funds
2.41%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
19
Increased
59
Reduced
31
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$33.2M
2
AO
Advisor OS
Illinois
+$29.1M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$4.49M
4
CGFA
Colton Groome Financial Advisors
North Carolina
+$3.27M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.73M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$35.1M
2
TCM
Tradewinds Capital Management
Washington
-$19.4M
3
SL
Systelligence LLC
Minnesota
-$7.86M
4
UBS Group
UBS Group
Switzerland
-$1.19M
5
Wells Fargo
Wells Fargo
California
-$959K
Name Holding Trade Value Shares
Change 		Change in
Stake
FI
76
FormulaFolio Investments
Michigan
$663K -$26.5K -229 -4%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$617K -$22.6K -195 -4%
Citigroup
78
Citigroup
New York
$563K +$149K +1,289 +37%
MWM
79
Mission Wealth Management
California
$537K -$173K -1,495 -25%
RCA
80
Reitz Capital Advisors
Michigan
$500K -$23.2K -200 -4%
SC
81
Scotia Capital
Ontario, Canada
$489K +$23.2K +200 +5%
CP
82
Capital Planning
Washington
$471K +$465K +4,016 New
CP
83
Camelot Portfolios
Ohio
$431K +$11.5K +99 +3%
KAS
84
Kestra Advisory Services
Texas
$424K +$416K +3,594 +11,231%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$407K +$402K +3,476 New
Fisher Asset Management
86
Fisher Asset Management
Washington
$406K +$19.3K +167 +5%
AIC
87
Ameritas Investment Company
Nebraska
$380K +$121K +1,048 +48%
RFA
88
Reilly Financial Advisors
California
$370K +$16.6K +143 +5%
OIA
89
OneDigital Investment Advisors
Kansas
$321K -$365K -3,149 -53%
IA
90
IFP Advisors
Florida
$319K +$14.2K +123 +5%
HFA
91
Hoover Financial Advisors
Pennsylvania
$301K -$17K -147 -5%
AWM
92
AE Wealth Management
Kansas
$292K +$70.6K +610 +32%
FWP
93
FAS Wealth Partners
Kansas
$290K -$541K -4,672 -65%
FTUS
94
Flow Traders U.S.
New York
$287K +$284K +2,452 New
CCA
95
Catalyst Capital Advisors
New York
$269K – – –
IWA
96
IVC Wealth Advisors
Pennsylvania
$254K +$251K +2,171 New
1SB
97
1ST Source Bank
Indiana
$252K – – –
TCM
98
Teza Capital Management
Illinois
$252K – – –
CFGS
99
Concourse Financial Group Securities
Alabama
$240K +$120K +1,034 +103%
CCT
100
Capital City Trust
Florida
$215K – – –
2 3
4
5 6

CORP Hedge Fund Activity: Q4 2020 in Review

136 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q4 2020, worth a combined $430M — up 15% from $375M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CORP positions and 11 closed out — a net gain of 8 holders — while 59 added to existing stakes and 31 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $33.2M. The largest seller was Jane Street, cutting an estimated $35.1M.

  • 136 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q4 2020, up from 130 in Q3 2020.
  • Funds reported $430M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q4 2020, up 15% quarter-over-quarter.
  • 19 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q4 2020 and 11 closed out, a net change of +8 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q4 2020 was HighTower Advisors, an estimated $33.2M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q4 2020 was Jane Street, an estimated $35.1M sold.

Based on aggregated 13F filings for Q4 2020.