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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

169 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 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
169
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
WA
101
Waverly Advisors
Alabama
$552K
SFG
102
Stonebridge Financial Group
Pennsylvania
$520K
CIA
103
Concurrent Investment Advisors
Florida
$491K
EFG
104
Ehrlich Financial Group
California
$486K
BCM
105
Barden Capital Management
Texas
$477K
AWS
106
Atria Wealth Solutions
New York
$464K
EW
107
Elyxium Wealth
California
$447K
BWG
108
Boomfish Wealth Group
Georgia
$424K
RWM
109
Rialto Wealth Management
New York
$410K
KWS
110
Keystone Wealth Services
California
$399K
Bank of New York Mellon
111
Bank of New York Mellon
New York
$394K
IA
112
IFP Advisors
Florida
$387K
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$383K
VHAM
114
Van Hulzen Asset Management
California
$381K
CL
115
Choreo LLC
Illinois
$368K
TWC
116
TD Waterhouse Canada
Ontario, Canada
$359K
MSAM
117
Moloney Securities Asset Management
Missouri
$295K
Fisher Asset Management
118
Fisher Asset Management
Washington
$293K
Comerica Bank
119
Comerica Bank
Texas
$287K
LA
120
LexAurum Advisors
Kansas
$274K
CSP
121
Cary Street Partners
Virginia
$271K
KFGK
122
Keystone Financial Group (Kentucky)
Kentucky
$270K
CWM
123
Cornerstone Wealth Management
Missouri
$270K
PFM
124
Peak Financial Management
Massachusetts
$270K
PP
125
PrairieView Partners
Minnesota
$265K