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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

136 hedge funds and large institutions have $430M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 31

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

15% more capital invested

Capital invested by funds: $375M → $430M (+$55.1M)

6.66% more ownership

Funds ownership: 46.55% → 53.21% (+6.7%)

5% more funds holding

Funds holding: 130 → 136 (+6)

Holders
136
Holders Change
+6
Holders Change %
+4.62%
% of All Funds
2.41%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
19
Increased
59
Reduced
31
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$33.2M
2
AO
Advisor OS
Illinois
+$29.1M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$4.49M
4
CGFA
Colton Groome Financial Advisors
North Carolina
+$3.27M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.73M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$35.1M
2
TCM
Tradewinds Capital Management
Washington
-$19.4M
3
SL
Systelligence LLC
Minnesota
-$7.86M
4
UBS Group
UBS Group
Switzerland
-$1.19M
5
Wells Fargo
Wells Fargo
California
-$959K
Name Holding Trade Value Shares
Change 		Change in
Stake
VCA
101
Verdence Capital Advisors
Maryland
$206K – – –
CTFG
102
Capstone Triton Financial Group
Oklahoma
$179K +$177K +1,533 New
APA
103
American Portfolios Advisors
New York
$170K +$6.71K +58 +4%
SA
104
SRH Advisors
Kansas
$164K – – –
SFS
105
Sowell Financial Services
Arkansas
$142K +$695 +6 +0.5%
PWMG
106
Prestige Wealth Management Group
New Jersey
$135K -$21.2K -183 -14%
BFC
107
Bedel Financial Consulting
Indiana
$52K -$11.6K -100 -18%
CAL
108
Capital Analysts LLC
Pennsylvania
$50K – – –
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$46K – – –
CWM
110
Curi Wealth Management
North Carolina
$44K +$43.8K +378 New
NFG
111
Next Financial Group
Texas
$43K +$10.7K +92 +34%
Franklin Resources
112
Franklin Resources
California
$40K – – –
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$36K – – –
PFGIA
114
Patriot Financial Group Insurance Agency
Massachusetts
$34K – – –
PFBT
115
Parkside Financial Bank & Trust
Missouri
$31K +$116 +1 +0.4%
FRA
116
Front Row Advisors
California
$26K – – –
CFD
117
Creative Financial Designs
Indiana
$25K – – –
AWM
118
Atticus Wealth Management
Florida
$21K – – –
SIAG
119
Safeguard Investment Advisory Group
California
$21K +$20.7K +179 New
APWA
120
Atlas Private Wealth Advisors
New Jersey
$18K – – –
CFB
121
Cullen/Frost Bankers
Texas
$18K – – –
DWMG
122
DB Wealth Management Group
California
$18K +$17.9K +155 New
Fidelity Investments
123
Fidelity Investments
Massachusetts
$15K +$7.76K +67 +110%
TFO
124
Tarbox Family Office
California
$14K – – –
VFA
125
Valeo Financial Advisors
Indiana
$14K – – –
2 3 4
5
6

CORP Hedge Fund Activity: Q4 2020 in Review

136 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q4 2020, worth a combined $430M — up 15% from $375M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CORP positions and 11 closed out — a net gain of 8 holders — while 59 added to existing stakes and 31 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $33.2M. The largest seller was Jane Street, cutting an estimated $35.1M.

  • 136 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q4 2020, up from 130 in Q3 2020.
  • Funds reported $430M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q4 2020, up 15% quarter-over-quarter.
  • 19 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q4 2020 and 11 closed out, a net change of +8 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q4 2020 was HighTower Advisors, an estimated $33.2M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q4 2020 was Jane Street, an estimated $35.1M sold.

Based on aggregated 13F filings for Q4 2020.