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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

140 hedge funds and large institutions have $488M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

7% more capital invested

Capital invested by funds: $458M → $488M (+$30.2M)

1.92% more ownership

Funds ownership: 63.85%65.77% (+1.9%)

1% more funds holding

Funds holding: 138140 (+2)

4% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 55

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
140
Holders Change
+2
Holders Change %
+1.45%
% of All Funds
2.2%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
15
Increased
53
Reduced
55
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$579K
AWS
77
Atria Wealth Solutions
New York
$570K +$11K +115 +2%
TF
78
TimeScale Financial
Massachusetts
$544K +$1.05K +11 +0.2%
GJIA
79
Glass Jacobson Investment Advisors
Maryland
$503K +$505K +5,304 New
CFGS
80
Concourse Financial Group Securities
Alabama
$498K +$3.14K +33 +0.6%
KW
81
KWB Wealth
California
$458K +$460K +4,828 New
TWC
82
TD Waterhouse Canada
Ontario, Canada
$458K +$59K +620 +15%
Renaissance Technologies
83
Renaissance Technologies
New York
$436K +$438K +4,600 New
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$430K +$33.1K +348 +8%
TCM
85
Triumph Capital Management
Colorado
$388K -$86.8K -912 -18%
SOS
86
Silver Oak Securities
Tennessee
$386K +$388K +4,071 New
AFO
87
Arrowroot Family Office
California
$375K -$78.3K -822 -17%
Ameriprise
88
Ameriprise
Minnesota
$371K +$11.6K +122 +3%
KWS
89
Keystone Wealth Services
California
$334K -$20.9K -220 -6%
IWC
90
Integrated Wealth Concepts
Massachusetts
$324K -$61.3K -644 -16%
Fisher Asset Management
91
Fisher Asset Management
Washington
$320K -$7.14K -75 -2%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$313K -$97K -1,019 -24%
CP
93
Capital Planning
Washington
$312K +$313K +3,285 New
WMS
94
Wealth Management Solutions
Pennsylvania
$308K -$8.28K -87 -3%
SB
95
Strategic Blueprint
Georgia
$308K -$108K -1,137 -26%
SWM
96
SeaCrest Wealth Management
New York
$307K +$57.7K +606 +23%
KAS
97
Kestra Advisory Services
Texas
$283K -$1.43K -15 -0.5%
SWP
98
ShoreHaven Wealth Partners
New Jersey
$267K +$268K +2,813 New
FAG
99
Fortitude Advisory Group
Washington
$259K -$51.7K -543 -17%
OPWM
100
Oxinas Partners Wealth Management
Indiana
$257K +$4.38K +46 +2%

CORP Hedge Fund Activity: Q2 2023 in Review

140 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q2 2023, worth a combined $488M — up 6.6% from $458M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CORP positions and 13 closed out — a net gain of 2 holders — while 53 added to existing stakes and 55 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $11.9M. The largest seller was Jane Street, cutting an estimated $15.3M.

  • 140 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q2 2023, up from 138 in Q1 2023.
  • Funds reported $488M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q2 2023, up 6.6% quarter-over-quarter.
  • 15 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q2 2023 and 13 closed out, a net change of +2 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q2 2023 was Allianz Asset Management, an estimated $11.9M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q2 2023 was Jane Street, an estimated $15.3M sold.

Based on aggregated 13F filings for Q2 2023.