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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

148 hedge funds and large institutions have $609M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 46 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

41% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 46

25% more capital invested

Capital invested by funds: $488M → $609M (+$121M)

5.95% more ownership

Funds ownership: 65.77% → 71.72% (+6%)

6% more funds holding

Funds holding: 140 → 148 (+8)

Holders
148
Holders Change
+8
Holders Change %
+5.71%
% of All Funds
2.35%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
17
Increased
65
Reduced
46
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$44M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$20.4M
3
Morgan Stanley
Morgan Stanley
New York
+$16.3M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$11.6M
5
LPL Financial
LPL Financial
California
+$10M

Top Sellers

Rank Fund Capital Flow
1
CCFM
Clear Creek Financial Management
Washington
-$7.69M
2
EK
Evensky & Katz
Florida
-$5.27M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$1.34M
4
BTI
Blue Trust Inc
Georgia
-$1.05M
5
RIG
RiverFront Investment Group
Virginia
-$877K
Name Holding Trade Value Shares
Change 		Change in
Stake
KV
101
Kickstand Ventures
New York
$252K +$258K +2,763 New
OPWM
102
Oxinas Partners Wealth Management
Indiana
$247K -$187 -2 -0.1%
SWM
103
SeaCrest Wealth Management
New York
$241K -$55K -590 -18%
SB
104
Strategic Blueprint
Georgia
$240K -$57.5K -617 -19%
SOS
105
Silver Oak Securities
Tennessee
$217K -$158K -1,694 -42%
FAG
106
Fortitude Advisory Group
Washington
$217K -$33.1K -355 -13%
SFS
107
Security Financial Services
Indiana
$213K +$219K +2,343 New
DC
108
Davenport & Co
Virginia
$213K +$7.55K +81 +4%
Comerica Bank
109
Comerica Bank
Texas
$210K +$215K +2,306 New
CWM
110
Congress Wealth Management
Massachusetts
$205K -$398K -4,264 -65%
IA
111
IFP Advisors
Florida
$184K +$187K +2,000 +12,500%
HI
112
Harbour Investments
Wisconsin
$183K -$2.24K -24 -1%
SFC
113
SYM Financial Corp
Indiana
$151K +$155K +1,660 New
Creative Planning
114
Creative Planning
Kansas
$142K -$53.8K -577 -27%
BSB
115
Bangor Savings Bank
Maine
$135K -$8.77K -94 -6%
BCM
116
BluePath Capital Management
Georgia
$132K +$136K +1,454 New
SA
117
SRH Advisors
Kansas
$128K – – –
US Bancorp
118
US Bancorp
Minnesota
$118K – – –
GRP
119
Global Retirement Partners
California
$114K +$118K +1,270 New
CSPIA
120
Cary Street Partners Investment Advisory
Virginia
$112K – – –
PP
121
PrairieView Partners
Minnesota
$66K – – –
NCM
122
Northwest Capital Management
Oregon
$59.2K +$46.9K +503 +342%
Qube Research & Technologies (QRT)
123
Qube Research & Technologies (QRT)
United Kingdom
$53.7K -$144K -1,548 -72%
PTC
124
Private Trust Company
Ohio
$41.1K -$2.05K -22 -5%
APC
125
Aspire Private Capital
North Carolina
$37K – – –
3 4
5
6 7

CORP Hedge Fund Activity: Q3 2023 in Review

148 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q3 2023, worth a combined $609M — up 25% from $488M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CORP positions and 7 closed out — a net gain of 10 holders — while 65 added to existing stakes and 46 trimmed.

The largest buyer was Bank of America, adding an estimated $44M. The largest seller was Clear Creek Financial Management, cutting an estimated $7.69M.

  • 148 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q3 2023, up from 140 in Q2 2023.
  • Funds reported $609M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q3 2023, up 25% quarter-over-quarter.
  • 17 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q3 2023 and 7 closed out, a net change of +10 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q3 2023 was Bank of America, an estimated $44M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q3 2023 was Clear Creek Financial Management, an estimated $7.69M sold.

Based on aggregated 13F filings for Q3 2023.