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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

118 hedge funds and large institutions have $450M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

5% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 41

1% less funds holding

Funds holding: 119 → 118 (-1)

6.73% less ownership

Funds ownership: 63.87% → 57.14% (-6.7%)

7% less capital invested

Capital invested by funds: $485M → $450M (-$34.6M)

44% less funds holding in top 10

Funds holding in top 10: 9 → 5 (-4)

Holders
118
Holders Change
-1
Holders Change %
-0.84%
% of All Funds
2.7%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
11
Increased
43
Reduced
41
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WI
WBI Investments
New Jersey
+$9.49M
2
CWM
Cornerstone Wealth Management
Missouri
+$2.34M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.95M
4
CCA
Cobblestone Capital Advisors
New York
+$1.89M
5
DAS
Dynamic Advisor Solutions
Arizona
+$1.45M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$15.1M
2
UWM
USAdvisors Wealth Management
Minnesota
-$10.8M
3
UCFA
United Capital Financial Advisors
Texas
-$8.97M
4
Jane Street
Jane Street
New York
-$5.93M
5
VF
Virtu Financial
New York
-$2.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
101
Lenox Wealth Management
Ohio
$35K – – –
MFBTD
102
MB Financial Bank - Trust Department
Illinois
$30K +$30.2K +300 New
CAL
103
Capital Analysts LLC
Pennsylvania
$28K – – –
CFD
104
Creative Financial Designs
Indiana
$25K – – –
PFBT
105
Parkside Financial Bank & Trust
Missouri
$25K +$25.1K +249 New
APA
106
American Portfolios Advisors
New York
$22.1K – – –
KJWM
107
Kiley Juergens Wealth Management
Washington
$21K – – –
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$20K -$11K -109 -36%
GRP
109
Global Retirement Partners
California
$12K – – –
VFA
110
Valeo Financial Advisors
Indiana
$12K – – –
Financial Engines Advisors
111
Financial Engines Advisors
California
$9K +$101 +1 +1%
S
112
SignatureFD
Georgia
$8K – – –
AAM
113
Advisors Asset Management
Colorado
$4K – – –
SHJ
114
Sharkey, Howes & Javer
Colorado
$2K – – –
CF
115
Centaurus Financial
California
$351 -$351K -3,479 -100%
SWA
116
Sutton Wealth Advisors
Florida
$201 -$5.24K -52 -96%
FRA
117
Front Row Advisors
California
$22 – – –
VF
118
Virtu Financial
New York
– -$2.86M -28,510 Closed
AA
119
Advisory Alpha
Michigan
– -$470K -4,667 Closed
OMC
120
Old Mission Capital
Illinois
– -$383K -3,815 Closed
11A
121
10-15 Associates
New York
– -$367K -3,655 Closed
Renaissance Technologies
122
Renaissance Technologies
New York
– -$324K -3,231 Closed
B
123
Bridgeworth
Alabama
– -$97K -967 Closed
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
– -$34K -338 Closed
OIA
125
OneDigital Investment Advisors
Kansas
– -$23K -229 Closed
2 3 4
5
6

CORP Hedge Fund Activity: Q3 2018 in Review

118 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q3 2018, worth a combined $450M — down 7.1% from $485M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CORP positions and 10 closed out — a net gain of 1 holder — while 43 added to existing stakes and 41 trimmed.

The largest buyer was WBI Investments, opening a new position worth an estimated $9.49M. The largest seller was Envestnet Asset Management, cutting an estimated $15.1M.

  • 118 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q3 2018, down from 119 in Q2 2018.
  • Funds reported $450M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q3 2018, down 7.1% quarter-over-quarter.
  • 11 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q3 2018 and 10 closed out, a net change of +1 holder.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q3 2018 was WBI Investments, an estimated $9.49M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q3 2018 was Envestnet Asset Management, an estimated $15.1M sold.

Based on aggregated 13F filings for Q3 2018.