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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

140 hedge funds and large institutions have $488M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

7% more capital invested

Capital invested by funds: $458M → $488M (+$30.2M)

1.92% more ownership

Funds ownership: 63.85%65.77% (+1.9%)

1% more funds holding

Funds holding: 138140 (+2)

4% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 55

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
140
Holders Change
+2
Holders Change %
+1.45%
% of All Funds
2.2%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
15
Increased
53
Reduced
55
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
101
BCS Wealth Management
Tennessee
$250K -$17.6K -185 -7%
LSA
102
Lion Street Advisors
Texas
$233K -$18.1K -190 -9%
Cetera Investment Advisers
103
Cetera Investment Advisers
Illinois
$226K +$227K +2,386 New
BCM
104
Brookstone Capital Management
Illinois
$217K +$2.67K +28 +1%
DC
105
Davenport & Co
Virginia
$214K +$8.38K +88 +4%
SW
106
Signify Wealth
Missouri
$213K -$3.33K -35 -2%
Creative Planning
107
Creative Planning
Kansas
$203K +$204K +2,139 New
Qube Research & Technologies (QRT)
108
Qube Research & Technologies (QRT)
United Kingdom
$196K +$27.1K +285 +15%
HI
109
Harbour Investments
Wisconsin
$193K -$57.7K -606 -23%
BSB
110
Bangor Savings Bank
Maine
$150K -$35.2K -370 -19%
SA
111
SRH Advisors
Kansas
$135K
US Bancorp
112
US Bancorp
Minnesota
$123K
CSPIA
113
Cary Street Partners Investment Advisory
Virginia
$117K
PP
114
PrairieView Partners
Minnesota
$70K
PTC
115
Private Trust Company
Ohio
$44.9K -$80.2K -842 -64%
SWM
116
Spire Wealth Management
Virginia
$42.4K +$286 +3 +0.7%
TFP
117
Tilia Fiduciary Partners
North Carolina
$40.5K +$286 +3 +0.7%
APC
118
Aspire Private Capital
North Carolina
$38.5K +$38.7K +406 New
GI
119
Gradient Investments
Minnesota
$30.8K
William Blair & Company
120
William Blair & Company
Illinois
$28.9K -$47.8K -502 -62%
FRA
121
Front Row Advisors
California
$26K
PFBT
122
Parkside Financial Bank & Trust
Missouri
$25.5K +$190 +2 +0.7%
Citigroup
123
Citigroup
New York
$24.9K +$5.71K +60 +30%
WP
124
WealthShield Partners
North Carolina
$23.3K +$6.38K +67 +38%
GWMI
125
Guardian Wealth Management (Illinois)
Illinois
$19.3K -$381 -4 -2%

CORP Hedge Fund Activity: Q2 2023 in Review

140 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q2 2023, worth a combined $488M — up 6.6% from $458M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CORP positions and 13 closed out — a net gain of 2 holders — while 53 added to existing stakes and 55 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $11.9M. The largest seller was Jane Street, cutting an estimated $15.3M.

  • 140 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q2 2023, up from 138 in Q1 2023.
  • Funds reported $488M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q2 2023, up 6.6% quarter-over-quarter.
  • 15 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q2 2023 and 13 closed out, a net change of +2 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q2 2023 was Allianz Asset Management, an estimated $11.9M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q2 2023 was Jane Street, an estimated $15.3M sold.

Based on aggregated 13F filings for Q2 2023.