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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

134 hedge funds and large institutions have $566M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 9

52% more capital invested

Capital invested by funds: $372M → $566M (+$194M)

26% more funds holding

Funds holding: 106 → 134 (+28)

21% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 38

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

1.15% less ownership

Funds ownership: 63.96% → 62.81% (-1.2%)

Holders
134
Holders Change
+28
Holders Change %
+26.42%
% of All Funds
2.15%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
39
Increased
46
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$102M
2
Jane Street
Jane Street
New York
+$10M
3
CCFCSB
Cape Cod Five Cents Savings Bank
Massachusetts
+$7.06M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$4.66M
5
Cerity Partners
Cerity Partners
New York
+$4.5M

Top Sellers

Rank Fund Capital Flow
1
BCM
Barden Capital Management
Texas
-$4.19M
2
SCM
SevenOneSeven Capital Management
Pennsylvania
-$3.72M
3
SFS
Security Financial Services
Indiana
-$871K
4
HighTower Advisors
HighTower Advisors
Illinois
-$835K
5
SFA
Sequoia Financial Advisors
Ohio
-$760K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
76
Atria Wealth Solutions
New York
$571K +$142K +1,540 +34%
GJIA
77
Glass Jacobson Investment Advisors
Maryland
$558K +$554K +5,999 New
WMS
78
Wealth Management Solutions
Pennsylvania
$550K +$546K +5,912 New
TCM
79
Triumph Capital Management
Colorado
$513K +$28.6K +310 +6%
CFGS
80
Concourse Financial Group Securities
Alabama
$485K +$2.77K +30 +0.6%
HI
81
Harbour Investments
Wisconsin
$470K +$227K +2,460 +95%
PTC
82
Private Trust Company
Ohio
$458K +$455K +4,925 New
Renaissance Technologies
83
Renaissance Technologies
New York
$428K +$194K +2,100 +84%
SB
84
Strategic Blueprint
Georgia
$408K -$30.9K -335 -7%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$392K +$131K +1,420 +51%
KWS
86
Keystone Wealth Services
California
$379K -$7.58K -82 -2%
DWT
87
Dorsey & Whitney Trust
South Dakota
$372K +$370K +4,003 New
FAG
88
Fortitude Advisory Group
Washington
$368K -$2.86K -31 -0.8%
AAS
89
Ameritas Advisory Services
Nebraska
$359K -$832 -9 -0.2%
IWC
90
Integrated Wealth Concepts
Massachusetts
$321K +$319K +3,454 New
Fisher Asset Management
91
Fisher Asset Management
Washington
$313K -$61.4K -665 -17%
OMC
92
Old Mission Capital
Illinois
$267K +$266K +2,874 New
TWC
93
TD Waterhouse Canada
Ontario, Canada
$265K -$13K -141 -5%
MWM
94
Mission Wealth Management
California
$254K -$164K -1,770 -39%
SWM
95
SeaCrest Wealth Management
New York
$249K +$248K +2,681 New
OPWM
96
Oxinas Partners Wealth Management
Indiana
$247K +$17.2K +186 +8%
SPC
97
Sigma Planning Corp
Michigan
$246K +$11.5K +125 +5%
KAS
98
Kestra Advisory Services
Texas
$238K -$29.8K -323 -11%
CWS
99
Cypress Wealth Services
California
$236K -$20.5K -222 -8%
BSB
100
Bangor Savings Bank
Maine
$229K -$5.54K -60 -2%
2 3
4
5 6

CORP Hedge Fund Activity: Q4 2022 in Review

134 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q4 2022, worth a combined $566M — up 52% from $372M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new CORP positions and 9 closed out — a net gain of 30 holders — while 46 added to existing stakes and 38 trimmed.

The largest buyer was Bank of America, adding an estimated $102M. The largest seller was Barden Capital Management, cutting an estimated $4.19M.

  • 134 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q4 2022, up from 106 in Q3 2022.
  • Funds reported $566M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q4 2022, up 52% quarter-over-quarter.
  • 39 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q4 2022 and 9 closed out, a net change of +30 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q4 2022 was Bank of America, an estimated $102M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q4 2022 was Barden Capital Management, an estimated $4.19M sold.

Based on aggregated 13F filings for Q4 2022.