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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

170 hedge funds and large institutions have $1.02B 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 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
170
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$37.8M
2 +$12.1M
3 +$10.5M
4
FTUS
Flow Traders U.S.
New York
+$6.11M
5
Morgan Stanley
Morgan Stanley
New York
+$3.57M

Top Sellers

1 -$70.1M
2 -$8.38M
3 -$6.92M
4
TNA
True North Advisors
Texas
-$4.12M
5
Citadel Advisors
Citadel Advisors
Florida
-$3.33M
Name Holding Trade Value Shares
Change
Change in
Stake
EW
101
Element Wealth
Mississippi
$589K
WA
102
Waverly Advisors
Alabama
$552K
SFG
103
Stonebridge Financial Group
Pennsylvania
$520K
CIA
104
Concurrent Investment Advisors
Florida
$491K
EFG
105
Ehrlich Financial Group
California
$486K
BCM
106
Barden Capital Management
Texas
$477K
AWS
107
Atria Wealth Solutions
New York
$464K
EW
108
Elyxium Wealth
California
$447K
BWG
109
Boomfish Wealth Group
Georgia
$424K
RWM
110
Rialto Wealth Management
New York
$410K
KWS
111
Keystone Wealth Services
California
$399K
Bank of New York Mellon
112
Bank of New York Mellon
New York
$394K
IA
113
IFP Advisors
Florida
$387K
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$383K
VHAM
115
Van Hulzen Asset Management
California
$381K
CL
116
Choreo LLC
Illinois
$368K
TWC
117
TD Waterhouse Canada
Ontario, Canada
$359K
MSAM
118
Moloney Securities Asset Management
Missouri
$295K
Fisher Asset Management
119
Fisher Asset Management
Washington
$293K
Comerica Bank
120
Comerica Bank
Texas
$287K
LA
121
LexAurum Advisors
Kansas
$274K
CSP
122
Cary Street Partners
Virginia
$271K
KFGK
123
Keystone Financial Group (Kentucky)
Kentucky
$270K
CWM
124
Cornerstone Wealth Management
Missouri
$270K
PFM
125
Peak Financial Management
Massachusetts
$270K