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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

148 hedge funds and large institutions have $609M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 46 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

41% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 46

25% more capital invested

Capital invested by funds: $488M → $609M (+$121M)

5.95% more ownership

Funds ownership: 65.77%71.72% (+6%)

6% more funds holding

Funds holding: 140148 (+8)

Holders
148
Holders Change
+8
Holders Change %
+5.71%
% of All Funds
2.35%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
17
Increased
65
Reduced
46
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
76
Barden Capital Management
Texas
$609K -$65K -697 -9%
CG
77
Colony Group
Massachusetts
$558K -$15.8K -169 -3%
CFGS
78
Concourse Financial Group Securities
Alabama
$544K +$66.7K +715 +14%
VPP
79
Vertex Planning Partners
Illinois
$496K -$265K -2,843 -34%
EK
80
Evensky & Katz
Florida
$492K -$5.27M -56,487 -91%
WP
81
WealthSource Partners
California
$491K +$503K +5,388 New
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$488K +$76.9K +824 +18%
GJIA
83
Glass Jacobson Investment Advisors
Maryland
$483K
Renaissance Technologies
84
Renaissance Technologies
New York
$465K +$46.6K +500 +11%
AFO
85
Arrowroot Family Office
California
$446K +$88.6K +950 +24%
KW
86
KWB Wealth
California
$419K -$38.3K -411 -9%
MMA
87
Miracle Mile Advisors
California
$416K -$159K -1,701 -27%
TCM
88
Triumph Capital Management
Colorado
$398K +$25.6K +275 +7%
TWC
89
TD Waterhouse Canada
Ontario, Canada
$361K -$78.5K -842 -17%
AWS
90
Atria Wealth Solutions
New York
$360K -$192K -2,057 -34%
CIBC World Market
91
CIBC World Market
Ontario, Canada
$358K +$367K +3,931 New
Financial Engines Advisors
92
Financial Engines Advisors
California
$355K -$1.34M -14,321 -79%
IWC
93
Integrated Wealth Concepts
Massachusetts
$331K +$20.2K +217 +6%
KWS
94
Keystone Wealth Services
California
$321K
MFA
95
Mayflower Financial Advisors
Massachusetts
$308K +$315K +3,382 New
WMS
96
Wealth Management Solutions
Pennsylvania
$278K -$18.2K -195 -6%
KAS
97
Kestra Advisory Services
Texas
$273K +$1.12K +12 +0.4%
Cetera Investment Advisers
98
Cetera Investment Advisers
Illinois
$263K +$46.4K +498 +21%
BWM
99
BCS Wealth Management
Tennessee
$254K +$14.8K +159 +6%
QPWM
100
Quadrant Private Wealth Management
Pennsylvania
$253K +$259K +2,779 New

CORP Hedge Fund Activity: Q3 2023 in Review

148 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q3 2023, worth a combined $609M — up 25% from $488M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CORP positions and 7 closed out — a net gain of 10 holders — while 65 added to existing stakes and 46 trimmed.

The largest buyer was Bank of America, adding an estimated $44M. The largest seller was Clear Creek Financial Management, cutting an estimated $7.69M.

  • 148 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q3 2023, up from 140 in Q2 2023.
  • Funds reported $609M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q3 2023, up 25% quarter-over-quarter.
  • 17 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q3 2023 and 7 closed out, a net change of +10 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q3 2023 was Bank of America, an estimated $44M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q3 2023 was Clear Creek Financial Management, an estimated $7.69M sold.

Based on aggregated 13F filings for Q3 2023.