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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

160 hedge funds and large institutions have $828M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

32% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 50

9% more funds holding

Funds holding: 147160 (+13)

4% more capital invested

Capital invested by funds: $793M → $828M (+$35.4M)

1.98% less ownership

Funds ownership: 76.87%74.88% (-2%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
160
Holders Change
+13
Holders Change %
+8.84%
% of All Funds
2.3%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
24
Increased
66
Reduced
50
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
101
TD Waterhouse Canada
Ontario, Canada
$436K -$29.2K -305 -6%
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$425K -$1.2M -12,518 -74%
Fisher Asset Management
103
Fisher Asset Management
Washington
$413K +$82.7K +863 +25%
TCM
104
Triumph Capital Management
Colorado
$390K -$1.34K -14 -0.3%
KWS
105
Keystone Wealth Services
California
$389K +$87.6K +914 +29%
BF
106
BOK Financial
Oklahoma
$384K
KAS
107
Kestra Advisory Services
Texas
$381K +$71.4K +745 +23%
KW
108
KWB Wealth
California
$322K -$85.6K -893 -21%
AAS
109
Avantax Advisory Services
Texas
$291K +$290K +3,025 New
BWM
110
BCS Wealth Management
Tennessee
$275K -$3.83K -40 -1%
IA
111
IFP Advisors
Florida
$251K
DA
112
Detalus Advisors
Missouri
$248K -$13.7K -143 -5%
OPWM
113
Oxinas Partners Wealth Management
Indiana
$235K -$4.7K -49 -2%
DC
114
Davenport & Co
Virginia
$235K -$46.6K -486 -17%
SOS
115
Silver Oak Securities
Tennessee
$228K -$155K -1,616 -40%
FAG
116
Fortitude Advisory Group
Washington
$222K -$1.05K -11 -0.5%
BCM
117
Brookstone Capital Management
Illinois
$205K +$205K +2,138 New
HI
118
Harbour Investments
Wisconsin
$171K -$1.53K -16 -0.9%
US Bancorp
119
US Bancorp
Minnesota
$144K +$19.2K +200 +15%
SA
120
SRH Advisors
Kansas
$134K
Qube Research & Technologies (QRT)
121
Qube Research & Technologies (QRT)
United Kingdom
$125K -$19.1K -199 -13%
GRP
122
Global Retirement Partners
California
$122K
AWM
123
Activest Wealth Management
Florida
$99.9K +$99.7K +1,040 New
PP
124
PrairieView Partners
Minnesota
$79K +$8.05K +84 +11%
PCMC
125
Planning Capital Management Corporation
Pennsylvania
$70K +$13.8K +144 +25%

CORP Hedge Fund Activity: Q1 2024 in Review

160 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q1 2024, worth a combined $828M — up 4.5% from $793M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new CORP positions and 10 closed out — a net gain of 14 holders — while 66 added to existing stakes and 50 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $35.8M. The largest seller was Bank of America, cutting an estimated $38.4M.

  • 160 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q1 2024, up from 147 in Q4 2023.
  • Funds reported $828M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q1 2024, up 4.5% quarter-over-quarter.
  • 24 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q1 2024 and 10 closed out, a net change of +14 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q1 2024 was Carson Wealth (CWM LLC), an estimated $35.8M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q1 2024 was Bank of America, an estimated $38.4M sold.

Based on aggregated 13F filings for Q1 2024.