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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

122 hedge funds and large institutions have $636M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 61 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 28

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

11% more capital invested

Capital invested by funds: $574M → $636M (+$62.5M)

1% more funds holding

Funds holding: 121122 (+1)

0.56% more ownership

Funds ownership: 67.22%67.78% (+0.56%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
122
Holders Change
+1
Holders Change %
+0.83%
% of All Funds
2.8%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
17
Increased
61
Reduced
28
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
101
Advisory Services Network
Georgia
$44K -$3.2K -31 -7%
LWM
102
Lenox Wealth Management
Ohio
$35K
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$31K -$18.8K -182 -37%
1IA
104
1834 Investment Advisors
Wisconsin
$29K -$9.81K -95 -25%
CFD
105
Creative Financial Designs
Indiana
$26K
FRA
106
Front Row Advisors
California
$23K
APA
107
American Portfolios Advisors
New York
$22.5K -$10K -97 -31%
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18K -$135K -1,310 -88%
SQA
109
Simon Quick Advisors
New Jersey
$14K +$14.6K +141 New
VFA
110
Valeo Financial Advisors
Indiana
$12K +$12.5K +121 New
S
111
SignatureFD
Georgia
$8K +$7.74K +75 New
Financial Engines Advisors
112
Financial Engines Advisors
California
$8K +$8.15K +79 New
DWM
113
Destination Wealth Management
California
$5K -$1.02M -9,857 -100%
AAM
114
Advisors Asset Management
Colorado
$4K
SHJ
115
Sharkey, Howes & Javer
Colorado
$2K
AA
116
Acorns Advisers
California
$2K +$1.75K +17 New
PWM
117
Perigon Wealth Management
California
$1K
SC
118
Slow Capital
California
$1K +$1.34K +13 New
WI
119
WBI Investments
New Jersey
-$9.79M -92,608 Closed
Cambridge Investment Research Advisors
120
Cambridge Investment Research Advisors
Iowa
-$1.22M -11,537 Closed
AA
121
Apriem Advisors
California
-$1M -9,482 Closed
BCM
122
Bluefin Capital Management
New York
-$842K -7,972 Closed
CCA
123
Cobblestone Capital Advisors
New York
-$266K -2,517 Closed
PGA
124
Premia Global Advisors
Florida
-$214K -2,027 Closed
CA
125
Calton & Associates
Florida
-$153K -1,469 Closed

CORP Hedge Fund Activity: Q1 2018 in Review

122 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q1 2018, worth a combined $636M — up 11% from $574M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CORP positions and 15 closed out — a net gain of 2 holders — while 61 added to existing stakes and 28 trimmed.

The largest buyer was Evensky & Katz, opening a new position worth an estimated $36.6M. The largest seller was Envestnet Asset Management, cutting an estimated $19M.

  • 122 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q1 2018, up from 121 in Q4 2017.
  • Funds reported $636M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q1 2018, up 11% quarter-over-quarter.
  • 17 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q1 2018 and 15 closed out, a net change of +2 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q1 2018 was Evensky & Katz, an estimated $36.6M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q1 2018 was Envestnet Asset Management, an estimated $19M sold.

Based on aggregated 13F filings for Q1 2018.