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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

120 hedge funds and large institutions have $299M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

2% more funds holding

Funds holding: 118 → 120 (+2)

9.41% less ownership

Funds ownership: 57.14% → 47.73% (-9.4%)

20% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 46

34% less capital invested

Capital invested by funds: $450M → $299M (-$151M)

Holders
120
Holders Change
+2
Holders Change %
+1.69%
% of All Funds
2.67%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
23
Increased
37
Reduced
46
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$14.7M
2
Bank of America
Bank of America
North Carolina
+$11.7M
3
Wells Fargo
Wells Fargo
California
+$3.88M
4
BCM
Boltwood Capital Management
California
+$3.23M
5
Morgan Stanley
Morgan Stanley
New York
+$2.63M

Top Sellers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
-$108M
2
RJA
Raymond James & Associates
Florida
-$20M
3
PEA
Pacific Edge Advisors
California
-$13.7M
4
WI
WBI Investments
New Jersey
-$9.47M
5
BTS
BB&T Securities
Virginia
-$8.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
101
Creative Financial Designs
Indiana
$25K – – –
PFBT
102
Parkside Financial Bank & Trust
Missouri
$25K +$198 +2 +0.8%
DWM
103
Doyle Wealth Management
Florida
$24K +$23.6K +239 New
HI
104
Hudock Inc
Pennsylvania
$23K -$19K -192 -45%
OIA
105
OneDigital Investment Advisors
Kansas
$23K +$23K +233 New
FRA
106
Front Row Advisors
California
$22K – – –
ASN
107
Advisory Services Network
Georgia
$15K +$14.8K +150 New
GRP
108
Global Retirement Partners
California
$12K – – –
VFA
109
Valeo Financial Advisors
Indiana
$12K – – –
S
110
SignatureFD
Georgia
$7K – – –
FA
111
Fortis Advisors
Pennsylvania
$5K +$5.24K +53 New
AAM
112
Advisors Asset Management
Colorado
$4K – – –
CIAS
113
Capital Investment Advisory Services
North Carolina
$3K +$2.67K +27 New
AA
114
Acorns Advisers
California
$3K +$2.86K +29 New
SHJ
115
Sharkey, Howes & Javer
Colorado
$2K – – –
HR
116
Howe & Rusling
New York
$2K +$1.68K +17 New
BWM
117
Baystate Wealth Management
Massachusetts
$1K +$691 +7 New
SWA
118
Sutton Wealth Advisors
Florida
$198 – – –
CF
119
Centaurus Financial
California
$3 +$33K +334 +11,133%
PEA
120
Pacific Edge Advisors
California
– -$13.7M -136,125 Closed
WI
121
WBI Investments
New Jersey
– -$9.47M -94,193 Closed
CWM
122
Cornerstone Wealth Management
Missouri
– -$221K -23,186 Closed
DWM
123
Destination Wealth Management
California
– -$1.77M -17,573 Closed
MIH
124
Meitav Investment House
Israel
– -$898K -8,940 Closed
PFM
125
Peak Financial Management
Massachusetts
– -$437K -4,340 Closed
2 3 4
5
6

CORP Hedge Fund Activity: Q4 2018 in Review

120 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q4 2018, worth a combined $299M — down 34% from $450M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CORP positions and 20 closed out — a net gain of 3 holders — while 37 added to existing stakes and 46 trimmed.

The largest buyer was Jane Street, adding an estimated $14.7M. The largest seller was RiverFront Investment Group, cutting an estimated $108M.

  • 120 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q4 2018, up from 118 in Q3 2018.
  • Funds reported $299M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q4 2018, down 34% quarter-over-quarter.
  • 23 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q4 2018 and 20 closed out, a net change of +3 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q4 2018 was Jane Street, an estimated $14.7M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q4 2018 was RiverFront Investment Group, an estimated $108M sold.

Based on aggregated 13F filings for Q4 2018.