We are live on ! Find out more
CORP icon

PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

143 hedge funds and large institutions have $440M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 58 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

93% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 30

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

16% more capital invested

Capital invested by funds: $380M → $440M (+$60.3M)

14% more funds holding

Funds holding: 125 → 143 (+18)

7.76% more ownership

Funds ownership: 46.64% → 54.4% (+7.8%)

Holders
143
Holders Change
+18
Holders Change %
+14.4%
% of All Funds
2.2%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
29
Increased
58
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TCM
Tradewinds Capital Management
Washington
+$23.1M
2
SFA
Sequoia Financial Advisors
Ohio
+$9.82M
3
HighTower Advisors
HighTower Advisors
Illinois
+$6.18M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$5.98M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$4.23M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$4.96M
2
Truist Financial
Truist Financial
North Carolina
-$3.43M
3
CWM
Centric Wealth Management
Illinois
-$2.85M
4
SW
Signify Wealth
Missouri
-$2.59M
5
Mariner
Mariner
Kansas
-$2.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
OMC
76
Old Mission Capital
Illinois
$593K +$596K +5,256 New
NWMG
77
National Wealth Management Group
Ohio
$575K +$577K +5,096 New
MWM
78
MinichMacGregor Wealth Management
New York
$550K +$306K +2,700 +124%
BCM
79
Brookstone Capital Management
Illinois
$525K +$9.29K +82 +2%
BSB
80
Bangor Savings Bank
Maine
$508K -$110K -972 -18%
Citigroup
81
Citigroup
New York
$501K +$11.6K +102 +2%
SC
82
Scotia Capital
Ontario, Canada
$496K -$2.27K -20 -0.5%
KWS
83
Keystone Wealth Services
California
$481K +$483K +4,263 New
TC
84
TAP Consulting
Missouri
$478K -$6.68K -59 -1%
Fisher Asset Management
85
Fisher Asset Management
Washington
$450K – – –
FAG
86
Fortitude Advisory Group
Washington
$430K +$432K +3,812 New
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$356K +$13K +115 +4%
RFA
88
Reilly Financial Advisors
California
$346K +$3.06K +27 +0.9%
CW
89
CreativeOne Wealth
Kansas
$333K -$580K -5,115 -63%
OPWM
90
Oxinas Partners Wealth Management
Indiana
$322K +$29.2K +258 +10%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$321K -$1.02K -9 -0.3%
CWS
92
Cypress Wealth Services
California
$305K – – –
FTUS
93
Flow Traders U.S.
New York
$296K – – –
SPC
94
Sigma Planning Corp
Michigan
$291K +$7.14K +63 +3%
WI
95
WBI Investments
New Jersey
$266K +$269K +2,371 New
CCA
96
Catalyst Capital Advisors
New York
$260K – – –
TCM
97
Teza Capital Management
Illinois
$260K – – –
KAS
98
Kestra Advisory Services
Texas
$257K -$27.5K -243 -10%
HI
99
Harbour Investments
Wisconsin
$243K -$282K -2,485 -54%
1SB
100
1ST Source Bank
Indiana
$243K – – –
2 3
4
5 6

CORP Hedge Fund Activity: Q4 2021 in Review

143 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q4 2021, worth a combined $440M — up 16% from $380M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CORP positions and 9 closed out — a net gain of 20 holders — while 58 added to existing stakes and 30 trimmed.

The largest buyer was Tradewinds Capital Management, adding an estimated $23.1M. The largest seller was Jane Street, cutting an estimated $4.96M.

  • 143 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q4 2021, up from 125 in Q3 2021.
  • Funds reported $440M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q4 2021, up 16% quarter-over-quarter.
  • 29 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q4 2021 and 9 closed out, a net change of +20 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q4 2021 was Tradewinds Capital Management, an estimated $23.1M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q4 2021 was Jane Street, an estimated $4.96M sold.

Based on aggregated 13F filings for Q4 2021.