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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

168 hedge funds and large institutions have $1.01B invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 68 increasing their positions, 61 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
-7
Holders Change %
-4%
% of All Funds
2.25%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
12
Increased
68
Reduced
61
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WA
101
Waverly Advisors
Alabama
$552K +$195K +2,004 +55%
SFG
102
Stonebridge Financial Group
Pennsylvania
$520K -$11.5K -118 -2%
CIA
103
Concurrent Investment Advisors
Florida
$491K +$90.8K +933 +23%
EFG
104
Ehrlich Financial Group
California
$486K +$94.4K +970 +24%
BCM
105
Barden Capital Management
Texas
$477K -$26.2K -269 -5%
AWS
106
Atria Wealth Solutions
New York
$464K +$3.11K +32 +0.7%
EW
107
Elyxium Wealth
California
$447K +$125K +1,281 +39%
BWG
108
Boomfish Wealth Group
Georgia
$424K -$10.6K -109 -2%
RWM
109
Rialto Wealth Management
New York
$410K
KWS
110
Keystone Wealth Services
California
$399K -$9.73K -100 -2%
Bank of New York Mellon
111
Bank of New York Mellon
New York
$394K +$394K +4,053 New
IA
112
IFP Advisors
Florida
$387K +$131K +1,350 +51%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$383K -$438K -4,496 -53%
VHAM
114
Van Hulzen Asset Management
California
$381K +$3.7K +38 +1%
CL
115
Choreo LLC
Illinois
$368K +$368K +3,784 New
TWC
116
TD Waterhouse Canada
Ontario, Canada
$359K
MSAM
117
Moloney Securities Asset Management
Missouri
$295K -$28.1K -289 -9%
Fisher Asset Management
118
Fisher Asset Management
Washington
$293K +$1.17K +12 +0.4%
Comerica Bank
119
Comerica Bank
Texas
$287K -$18.1K -186 -6%
LA
120
LexAurum Advisors
Kansas
$274K +$22.5K +231 +9%
CSP
121
Cary Street Partners
Virginia
$271K +$61.6K +633 +29%
KFGK
122
Keystone Financial Group (Kentucky)
Kentucky
$270K -$21.7K -223 -7%
CWM
123
Cornerstone Wealth Management
Missouri
$270K -$318K -3,269 -54%
PFM
124
Peak Financial Management
Massachusetts
$270K -$20.4K -210 -7%
PP
125
PrairieView Partners
Minnesota
$265K