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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

147 hedge funds and large institutions have $793M 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, 40 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 40

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

30% more capital invested

Capital invested by funds: $609M → $793M (+$184M)

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

5.15% more ownership

Funds ownership: 71.72% → 76.87% (+5.1%)

1% less funds holding

Funds holding: 148 → 147 (-1)

Holders
147
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
40
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$50.8M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$16M
3
AP
Agilis Partners
Massachusetts
+$13.5M
4
Bank of America
Bank of America
North Carolina
+$11M
5
LPL Financial
LPL Financial
California
+$10.5M

Top Sellers

Rank Fund Capital Flow
1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$16.9M
2
SPIA
Steward Partners Investment Advisory
New York
-$6.43M
3
CCFCSB
Cape Cod Five Cents Savings Bank
Massachusetts
-$6.42M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$5.8M
5
I
INVST
Indiana
-$5.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
76
Cetera Advisor Networks
California
$731K -$54.7K -591 -7%
SB
77
Strategic Blueprint
Georgia
$641K +$367K +3,965 +151%
BCM
78
Barden Capital Management
Texas
$609K – – –
EW
79
Element Wealth
Mississippi
$609K +$579K +6,261 New
AWS
80
Atria Wealth Solutions
New York
$601K +$205K +2,215 +56%
Focus Partners Wealth
81
Focus Partners Wealth
Massachusetts
$595K +$567K +6,122 New
CFGS
82
Concourse Financial Group Securities
Alabama
$582K – – –
Stifel Financial
83
Stifel Financial
Missouri
$558K +$531K +5,737 New
VPP
84
Vertex Planning Partners
Illinois
$556K +$25.7K +278 +5%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$536K -$5.8M -62,718 -92%
GJIA
86
Glass Jacobson Investment Advisors
Maryland
$508K -$7.4K -80 -2%
AFO
87
Arrowroot Family Office
California
$480K +$3.52K +38 +0.8%
TWC
88
TD Waterhouse Canada
Ontario, Canada
$471K +$82.6K +892 +22%
KW
89
KWB Wealth
California
$413K -$15.8K -171 -4%
TCM
90
Triumph Capital Management
Colorado
$400K -$24.8K -268 -6%
BF
91
BOK Financial
Oklahoma
$393K +$374K +4,041 New
SOS
92
Silver Oak Securities
Tennessee
$388K +$150K +1,616 +68%
CCFM
93
Clear Creek Financial Management
Washington
$381K -$1.81M -19,522 -83%
Fisher Asset Management
94
Fisher Asset Management
Washington
$334K -$616K -6,656 -66%
KAS
95
Kestra Advisory Services
Texas
$313K +$21.2K +229 +8%
KWS
96
Keystone Wealth Services
California
$305K -$36.1K -390 -11%
CP
97
Capital Planning
Washington
$299K -$680K -7,352 -71%
DC
98
Davenport & Co
Virginia
$285K +$55.4K +599 +26%
BWM
99
BCS Wealth Management
Tennessee
$282K +$10.3K +111 +4%
TSS
100
Two Sigma Securities
New York
$280K +$266K +2,874 New
2 3
4
5 6

CORP Hedge Fund Activity: Q4 2023 in Review

147 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q4 2023, worth a combined $793M — up 30% from $609M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CORP positions and 20 closed out — a net gain of 3 holders — while 61 added to existing stakes and 40 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $50.8M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $16.9M sold.

  • 147 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q4 2023, down from 148 in Q3 2023.
  • Funds reported $793M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q4 2023, up 30% quarter-over-quarter.
  • 23 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q4 2023 and 20 closed out, a net change of +3 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q4 2023 was Morgan Stanley, an estimated $50.8M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q4 2023 was Bank of Nova Scotia, an estimated $16.9M sold.

Based on aggregated 13F filings for Q4 2023.