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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

135 hedge funds and large institutions have $409M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

2% more funds holding

Funds holding: 133 → 135 (+2)

2% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 46

0% less capital invested

Capital invested by funds: $410M → $409M (-$976K)

1.49% less ownership

Funds ownership: 52.94% → 51.45% (-1.5%)

Holders
135
Holders Change
+2
Holders Change %
+1.5%
% of All Funds
2.35%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
16
Increased
47
Reduced
46
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
F
F3Logic
Minnesota
+$5.18M
2
SCM
SevenOneSeven Capital Management
Pennsylvania
+$4.64M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.33M
4
Morgan Stanley
Morgan Stanley
New York
+$3.29M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.19M

Top Sellers

Rank Fund Capital Flow
1
HI
Harbour Investments
Wisconsin
-$23M
2
Jane Street
Jane Street
New York
-$17.2M
3
MSFS
Main Street Financial Solutions
Pennsylvania
-$6.7M
4
OPWM
Oxinas Partners Wealth Management
Indiana
-$4.29M
5
SW
Signify Wealth
Missouri
-$2.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCT
101
Capital City Trust
Florida
$211K – – –
FTUS
102
Flow Traders U.S.
New York
$206K -$105K -928 -34%
APA
103
American Portfolios Advisors
New York
$166K +$91.7K +813 +127%
SA
104
SRH Advisors
Kansas
$160K – – –
FHA
105
First Horizon Advisors
Tennessee
$74K +$73.3K +650 New
HFA
106
Hoover Financial Advisors
Pennsylvania
$65K -$6.43K -57 -9%
GM
107
GeoWealth Management
Illinois
$58K +$33.7K +299 +144%
CFD
108
Creative Financial Designs
Indiana
$57K +$32.4K +287 +135%
BlackRock
109
BlackRock
New York
$52K +$790 +7 +2%
SWM
110
Spire Wealth Management
Virginia
$49K -$72K -638 -60%
PWMG
111
Prestige Wealth Management Group
New Jersey
$49K – – –
IA
112
IFP Advisors
Florida
$48K -$4.85K -43 -9%
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$45K – – –
Franklin Resources
114
Franklin Resources
California
$39K – – –
PFGIA
115
Patriot Financial Group Insurance Agency
Massachusetts
$32K -$902 -8 -3%
PFBT
116
Parkside Financial Bank & Trust
Missouri
$30K +$113 +1 +0.4%
SNT
117
Security National Trust
West Virginia
$27K +$27.1K +240 New
FRA
118
Front Row Advisors
California
$26K – – –
CFB
119
Cullen/Frost Bankers
Texas
$18K – – –
APWA
120
Atlas Private Wealth Advisors
New Jersey
$17K – – –
AWM
121
Atticus Wealth Management
Florida
$15K -$2.37K -21 -13%
TFO
122
Tarbox Family Office
California
$14K – – –
AA
123
Acorns Advisers
California
$13K +$1.69K +15 +15%
TCM
124
Tradewinds Capital Management
Washington
$11K -$31.6K -280 -75%
Fidelity Investments
125
Fidelity Investments
Massachusetts
$11K – – –
2 3 4
5
6

CORP Hedge Fund Activity: Q2 2021 in Review

135 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q2 2021, worth a combined $409M — down 0.24% from $410M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CORP positions and 12 closed out — a net gain of 4 holders — while 47 added to existing stakes and 46 trimmed.

The largest buyer was F3Logic, opening a new position worth an estimated $5.18M. The largest seller was Harbour Investments, cutting an estimated $23M.

  • 135 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q2 2021, up from 133 in Q1 2021.
  • Funds reported $409M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q2 2021, down 0.24% quarter-over-quarter.
  • 16 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q2 2021 and 12 closed out, a net change of +4 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q2 2021 was F3Logic, an estimated $5.18M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q2 2021 was Harbour Investments, an estimated $23M sold.

Based on aggregated 13F filings for Q2 2021.