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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

Overview Fund Activity

146 hedge funds and large institutions have $791M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
2.14%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
23
Increased
61
Reduced
39
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$86.8M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$61.6M
3
AP
3
Agilis Partners
Massachusetts
$14.1M
4
Bank of America
4
Bank of America
North Carolina
$180M
5
LPL Financial
5
LPL Financial
California
$38.3M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$0
2
SPIA
2
Steward Partners Investment Advisory
New York
$26.3K
3
CCFCSB
3
Cape Cod Five Cents Savings Bank
Massachusetts
$6.46M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$536K
5
I
5
INVST
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
76
Strategic Blueprint
Georgia
$641K +$386K +3,965 +151%
BCM
77
Barden Capital Management
Texas
$609K – – –
EW
78
Element Wealth
Mississippi
$609K +$609K +6,261 New
AWS
79
Atria Wealth Solutions
New York
$601K +$216K +2,215 +56%
Focus Partners Wealth
80
Focus Partners Wealth
Massachusetts
$595K +$595K +6,122 New
CFGS
81
Concourse Financial Group Securities
Alabama
$582K – – –
Stifel Financial
82
Stifel Financial
Missouri
$558K +$558K +5,737 New
VPP
83
Vertex Planning Partners
Illinois
$556K +$27K +278 +5%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$536K -$6.14M -62,718 -92%
GJIA
85
Glass Jacobson Investment Advisors
Maryland
$508K -$7.78K -80 -2%
AFO
86
Arrowroot Family Office
California
$480K +$3.7K +38 +0.8%
TWC
87
TD Waterhouse Canada
Ontario, Canada
$471K +$85.7K +892 +22%
KW
88
KWB Wealth
California
$413K -$16.6K -171 -4%
TCM
89
Triumph Capital Management
Colorado
$400K -$26.2K -268 -6%
BF
90
BOK Financial
Oklahoma
$393K +$393K +4,041 New
SOS
91
Silver Oak Securities
Tennessee
$388K +$157K +1,616 +68%
CCFM
92
Clear Creek Financial Management
Washington
$381K -$1.9M -19,522 -83%
Fisher Asset Management
93
Fisher Asset Management
Washington
$334K -$647K -6,656 -66%
KAS
94
Kestra Advisory Services
Texas
$313K +$22.3K +229 +8%
KWS
95
Keystone Wealth Services
California
$305K -$37.9K -390 -11%
CP
96
Capital Planning
Washington
$299K -$718K -7,352 -71%
DC
97
Davenport & Co
Virginia
$285K +$58.3K +599 +26%
BWM
98
BCS Wealth Management
Tennessee
$282K +$10.8K +111 +4%
TSS
99
Two Sigma Securities
New York
$280K +$280K +2,874 New
Cetera Investment Advisers
100
Cetera Investment Advisers
Illinois
$273K -$7.98K -82 -3%
2 3
4
5 6