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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

143 hedge funds and large institutions have $440M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 58 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

93% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 30

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

16% more capital invested

Capital invested by funds: $380M → $440M (+$60.3M)

14% more funds holding

Funds holding: 125 → 143 (+18)

7.76% more ownership

Funds ownership: 46.64% → 54.4% (+7.8%)

Holders
143
Holders Change
+18
Holders Change %
+14.4%
% of All Funds
2.2%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
29
Increased
58
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TCM
Tradewinds Capital Management
Washington
+$23.1M
2
SFA
Sequoia Financial Advisors
Ohio
+$9.82M
3
HighTower Advisors
HighTower Advisors
Illinois
+$6.18M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$5.98M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$4.23M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$4.96M
2
Truist Financial
Truist Financial
North Carolina
-$3.43M
3
CWM
Centric Wealth Management
Illinois
-$2.85M
4
SW
Signify Wealth
Missouri
-$2.59M
5
Mariner
Mariner
Kansas
-$2.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
101
B. Riley Wealth Advisors
Florida
$232K +$2.72K +24 +1%
BlackRock
102
BlackRock
New York
$229K +$181K +1,598 +368%
RCA
103
Reitz Capital Advisors
Michigan
$227K – – –
ZIMP
104
Zimmermann Investment Management & Planning
Pennsylvania
$226K +$227K +2,002 New
CTFG
105
Capstone Triton Financial Group
Oklahoma
$213K – – –
Koshinski Asset Management
106
Koshinski Asset Management
Illinois
$210K +$34.2K +302 +19%
CCT
107
Capital City Trust
Florida
$208K – – –
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$200K +$201K +1,778 New
TIM
109
Tevis Investment Management
Texas
$164K +$166K +1,465 New
APA
110
American Portfolios Advisors
New York
$161K +$3.51K +31 +2%
SA
111
SRH Advisors
Kansas
$158K – – –
SCA
112
Snowden Capital Advisors
New York
$158K +$159K +1,404 New
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$115K +$115K +1,016 New
TFP
114
Tilia Fiduciary Partners
North Carolina
$115K +$115K +1,019 New
William Blair & Company
115
William Blair & Company
Illinois
$95K -$170K -1,496 -64%
FWP
116
FAS Wealth Partners
Kansas
$81K -$105K -924 -56%
CFD
117
Creative Financial Designs
Indiana
$56K – – –
IA
118
IFP Advisors
Florida
$54K +$113 +1 +0.2%
Qube Research & Technologies (QRT)
119
Qube Research & Technologies (QRT)
United Kingdom
$54K +$53.8K +475 New
SWM
120
Spire Wealth Management
Virginia
$48K +$227 +2 +0.5%
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$45K – – –
CWM
122
Curi Wealth Management
North Carolina
$42K +$42.8K +378 New
GWMI
123
Guardian Wealth Management (Illinois)
Illinois
$41K +$41.5K +366 New
Franklin Resources
124
Franklin Resources
California
$39K – – –
PFGIA
125
Patriot Financial Group Insurance Agency
Massachusetts
$32K – – –
2 3 4
5
6

CORP Hedge Fund Activity: Q4 2021 in Review

143 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q4 2021, worth a combined $440M — up 16% from $380M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CORP positions and 9 closed out — a net gain of 20 holders — while 58 added to existing stakes and 30 trimmed.

The largest buyer was Tradewinds Capital Management, adding an estimated $23.1M. The largest seller was Jane Street, cutting an estimated $4.96M.

  • 143 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q4 2021, up from 125 in Q3 2021.
  • Funds reported $440M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q4 2021, up 16% quarter-over-quarter.
  • 29 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q4 2021 and 9 closed out, a net change of +20 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q4 2021 was Tradewinds Capital Management, an estimated $23.1M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q4 2021 was Jane Street, an estimated $4.96M sold.

Based on aggregated 13F filings for Q4 2021.