We are live on ! Find out more
CORP icon

PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

122 hedge funds and large institutions have $337M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2020 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

6.48% more ownership

Funds ownership: 51.45% → 57.93% (+6.5%)

3% more capital invested

Capital invested by funds: $328M → $337M (+$8.91M)

2% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 42

6% less funds holding

Funds holding: 130 → 122 (-8)

19% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 27

Holders
122
Holders Change
-8
Holders Change %
-6.15%
% of All Funds
2.69%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
22
Increased
41
Reduced
42
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$16.2M
2
Jane Street
Jane Street
New York
+$14.9M
3
TCM
Tradewinds Capital Management
Washington
+$14.2M
4
Wells Fargo
Wells Fargo
California
+$2.36M
5
5L
55I LLC
Massachusetts
+$2.26M

Top Sellers

Rank Fund Capital Flow
1
VWA
Visionary Wealth Advisors
Illinois
-$8.47M
2
BSAM
Blue Sky Asset Management
Colorado
-$4.84M
3
CS
Credit Suisse
Switzerland
-$3.66M
4
VAS
Valicenti Advisory Services
New York
-$2.74M
5
CGFA
Colton Groome Financial Advisors
North Carolina
-$1.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
101
Ameritas Investment Company
Nebraska
$50K +$53.2K +486 New
CAL
102
Capital Analysts LLC
Pennsylvania
$43K -$985 -9 -2%
OPS
103
Orion Portfolio Solutions
Nebraska
$31K +$32.4K +296 New
PFBT
104
Parkside Financial Bank & Trust
Missouri
$27K +$109 +1 +0.4%
FRA
105
Front Row Advisors
California
$25K – – –
CFD
106
Creative Financial Designs
Indiana
$22K – – –
WT
107
Whittier Trust
California
$20K +$20.2K +185 New
SFS
108
Sowell Financial Services
Arkansas
$15K +$1.42K +13 +10%
VFA
109
Valeo Financial Advisors
Indiana
$13K – – –
TFO
110
Tarbox Family Office
California
$12K +$12.9K +118 New
SWA
111
Sutton Wealth Advisors
Florida
$11.4K +$219 +2 +2%
APA
112
American Portfolios Advisors
New York
$9.85K – – –
FCM
113
Firestone Capital Management
Florida
$8K – – –
S
114
SignatureFD
Georgia
$8K – – –
PFGIA
115
Patriot Financial Group Insurance Agency
Massachusetts
$6K -$328 -3 -5%
TI
116
tru Independence
Oregon
$5.42K +$657 +6 +0%
AAM
117
Advisors Asset Management
Colorado
$4K – – –
AA
118
Acorns Advisers
California
$3K -$766 -7 -22%
CIAS
119
Capital Investment Advisory Services
North Carolina
$3K – – –
JP Morgan Chase
120
JP Morgan Chase
New York
$3K +$3.5K +32 New
PCA
121
Providence Capital Advisors
North Carolina
$3K +$3.5K +32 New
CFFP
122
Center for Financial Planning
Michigan
$1K +$1.09K +10 New
BSAM
123
Blue Sky Asset Management
Colorado
– -$4.84M -44,060 Closed
CS
124
Credit Suisse
Switzerland
– -$3.66M -33,325 Closed
SDWMA
125
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$1.5M -13,626 Closed
2 3 4
5
6

CORP Hedge Fund Activity: Q1 2020 in Review

122 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q1 2020, worth a combined $337M — up 2.7% from $328M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of CORP and 22 opened new positions — a net loss of 5 holders — while 42 trimmed existing stakes and 41 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $16.2M. The largest seller was Visionary Wealth Advisors, cutting an estimated $8.47M.

  • 122 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q1 2020, down from 130 in Q4 2019.
  • Funds reported $337M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q1 2020, up 2.7% quarter-over-quarter.
  • 22 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q1 2020 and 27 closed out, a net change of -5 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q1 2020 was Citadel Advisors, an estimated $16.2M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q1 2020 was Visionary Wealth Advisors, an estimated $8.47M sold.

Based on aggregated 13F filings for Q1 2020.