CORP icon

PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

160 hedge funds and large institutions have $855M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 64 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
2.33%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
16
Increased
64
Reduced
60
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PS
101
Principal Securities
Iowa
$422K +$402K +4,224 +2,002%
KWS
102
Keystone Wealth Services
California
$385K
BF
103
BOK Financial
Oklahoma
$384K
SFA
104
Sequoia Financial Advisors
Ohio
$362K -$6.67M -70,158 -95%
TWC
105
TD Waterhouse Canada
Ontario, Canada
$349K -$84.1K -892 -19%
DC
106
Davenport & Co
Virginia
$339K +$107K +1,123 +46%
TCM
107
Triumph Capital Management
Colorado
$323K -$64.9K -683 -17%
KV
108
Kickstand Ventures
New York
$309K -$409K -4,302 -57%
KW
109
KWB Wealth
California
$288K -$34K -354 -11%
PFM
110
Peak Financial Management
Massachusetts
$284K +$284K +2,985 New
BWM
111
BCS Wealth Management
Tennessee
$272K +$95 +1 +0%
IA
112
IFP Advisors
Florida
$249K +$95 +1 +0%
EFG
113
Ehrlich Financial Group
California
$245K +$245K +2,581 New
TFGT
114
TS Financial Group (TSFG)
Illinois
$244K -$1.09M -11,458 -82%
Creative Planning
115
Creative Planning
Kansas
$214K +$214K +2,250 New
OPWM
116
Oxinas Partners Wealth Management
Indiana
$213K -$20.1K -211 -9%
BCM
117
Brookstone Capital Management
Illinois
$210K +$3.09K +32 +1%
DA
118
Detalus Advisors
Missouri
$206K -$39.8K -419 -16%
HI
119
Harbour Investments
Wisconsin
$166K -$2.85K -30 -2%
US Bancorp
120
US Bancorp
Minnesota
$140K -$2.38K -25 -2%
FFA
121
Farther Finance Advisors
California
$133K +$79.5K +842 +148%
SA
122
SRH Advisors
Kansas
$133K
GRP
123
Global Retirement Partners
California
$131K +$10.2K +107 +8%
PP
124
PrairieView Partners
Minnesota
$77K
SPIA
125
Steward Partners Investment Advisory
New York
$72.2K +$42K +442 +139%