We are live on ! Find out more
CORP icon

PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

125 hedge funds and large institutions have $380M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 39

4.81% less ownership

Funds ownership: 51.45%46.64% (-4.8%)

7% less capital invested

Capital invested by funds: $409M → $380M (-$28.7M)

7% less funds holding

Funds holding: 135125 (-10)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

Holders
125
Holders Change
-10
Holders Change %
-7.41%
% of All Funds
2.19%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
6
Increased
53
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SBL
76
Sargent Bickham Lagudis
Colorado
$362K -$76.1K -661 -17%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$345K -$18K -156 -5%
RFA
78
Reilly Financial Advisors
California
$345K -$1.5K -13 -0.4%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$324K -$66.6K -579 -17%
CWS
80
Cypress Wealth Services
California
$307K -$215K -1,871 -41%
FTUS
81
Flow Traders U.S.
New York
$298K +$95.3K +828 +46%
OPWM
82
Oxinas Partners Wealth Management
Indiana
$294K +$37.1K +322 +14%
SPC
83
Sigma Planning Corp
Michigan
$286K +$345 +3 +0.1%
KAS
84
Kestra Advisory Services
Texas
$286K +$10.9K +95 +4%
William Blair & Company
85
William Blair & Company
Illinois
$265K -$164K -1,429 -38%
CCA
86
Catalyst Capital Advisors
New York
$261K
TCM
87
Teza Capital Management
Illinois
$252K
MWM
88
MinichMacGregor Wealth Management
New York
$247K +$251K +2,178 New
1SB
89
1ST Source Bank
Indiana
$245K
BRWA
90
B. Riley Wealth Advisors
Florida
$230K -$5.99K -52 -3%
RCA
91
Reitz Capital Advisors
Michigan
$225K
CTFG
92
Capstone Triton Financial Group
Oklahoma
$213K -$10.2K -89 -5%
CCT
93
Capital City Trust
Florida
$209K
FWP
94
FAS Wealth Partners
Kansas
$187K -$27.5K -239 -13%
Koshinski Asset Management
95
Koshinski Asset Management
Illinois
$177K +$180K +1,562 New
SA
96
SRH Advisors
Kansas
$159K
APA
97
American Portfolios Advisors
New York
$158K -$6.68K -58 -4%
KIG
98
Kowal Investment Group
Wisconsin
$136K +$138K +1,196 New
CFD
99
Creative Financial Designs
Indiana
$57K
IA
100
IFP Advisors
Florida
$54K +$1.27K +11 +3%

CORP Hedge Fund Activity: Q3 2021 in Review

125 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q3 2021, worth a combined $380M — down 7% from $409M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of CORP and 6 opened new positions — a net loss of 8 holders — while 39 trimmed existing stakes and 53 added.

The largest buyer was Jane Street, opening a new position worth an estimated $15.3M. The largest seller was Sequoia Financial Advisors, cutting an estimated $10.6M.

  • 125 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q3 2021, down from 135 in Q2 2021.
  • Funds reported $380M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q3 2021, down 7% quarter-over-quarter.
  • 6 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q3 2021 and 14 closed out, a net change of -8 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q3 2021 was Jane Street, an estimated $15.3M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q3 2021 was Sequoia Financial Advisors, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2021.