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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

125 hedge funds and large institutions have $380M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 39

4.81% less ownership

Funds ownership: 51.45% → 46.64% (-4.8%)

7% less capital invested

Capital invested by funds: $409M → $380M (-$28.7M)

7% less funds holding

Funds holding: 135 → 125 (-10)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

Holders
125
Holders Change
-10
Holders Change %
-7.41%
% of All Funds
2.19%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
6
Increased
53
Reduced
39
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$15.3M
2
HighTower Advisors
HighTower Advisors
Illinois
+$4.55M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.17M
4
Bank of America
Bank of America
North Carolina
+$1.9M
5
5L
55I LLC
Massachusetts
+$1.87M

Top Sellers

Rank Fund Capital Flow
1
SFA
Sequoia Financial Advisors
Ohio
-$10.6M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$6.35M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.23M
4
IA
IFS Advisors
Kansas
-$2.79M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$2.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
101
BlackRock
New York
$49K -$1.84K -16 -4%
SWM
102
Spire Wealth Management
Virginia
$48K – – –
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$45K – – –
Franklin Resources
104
Franklin Resources
California
$39K – – –
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
$32K – – –
PFBT
106
Parkside Financial Bank & Trust
Missouri
$30K +$115 +1 +0.4%
SNT
107
Security National Trust
West Virginia
$27K – – –
FRA
108
Front Row Advisors
California
$26K – – –
Fidelity Investments
109
Fidelity Investments
Massachusetts
$20K +$9.44K +82 +89%
APWA
110
Atlas Private Wealth Advisors
New Jersey
$17K – – –
CFB
111
Cullen/Frost Bankers
Texas
$17K – – –
AA
112
Acorns Advisers
California
$16K +$3.11K +27 +23%
GM
113
GeoWealth Management
Illinois
$14K -$43.7K -380 -75%
TFO
114
Tarbox Family Office
California
$13K – – –
AWM
115
Atticus Wealth Management
Florida
$11K -$4.03K -35 -26%
TCM
116
Tradewinds Capital Management
Washington
$10K -$921 -8 -9%
SWA
117
Sutton Wealth Advisors
Florida
$9.31K -$345 -3 -4%
S
118
SignatureFD
Georgia
$9K +$115 +1 +1%
GWM
119
Geneos Wealth Management
Colorado
$4K – – –
ACA
120
Aptus Capital Advisors
Alabama
$2K – – –
DWMG
121
DB Wealth Management Group
California
$1K – – –
FCM
122
Firestone Capital Management
Florida
$1K – – –
SSB
123
Sandy Spring Bank
Maryland
$1K +$115 +1 +13%
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
– -$3.23M -28,252 Closed
IA
125
IFS Advisors
Kansas
– -$2.79M -24,354 Closed
2 3 4
5
6

CORP Hedge Fund Activity: Q3 2021 in Review

125 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q3 2021, worth a combined $380M — down 7% from $409M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of CORP and 6 opened new positions — a net loss of 8 holders — while 39 trimmed existing stakes and 53 added.

The largest buyer was Jane Street, opening a new position worth an estimated $15.3M. The largest seller was Sequoia Financial Advisors, cutting an estimated $10.6M.

  • 125 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q3 2021, down from 135 in Q2 2021.
  • Funds reported $380M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q3 2021, down 7% quarter-over-quarter.
  • 6 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q3 2021 and 14 closed out, a net change of -8 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q3 2021 was Jane Street, an estimated $15.3M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q3 2021 was Sequoia Financial Advisors, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2021.