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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

122 hedge funds and large institutions have $337M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2020 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

6.48% more ownership

Funds ownership: 51.45%57.93% (+6.5%)

3% more capital invested

Capital invested by funds: $328M → $337M (+$8.91M)

2% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 42

6% less funds holding

Funds holding: 130122 (-8)

19% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 27

Holders
122
Holders Change
-8
Holders Change %
-6.15%
% of All Funds
2.69%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
22
Increased
41
Reduced
42
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
126
Sharkey, Howes & Javer
Colorado
-$1.29M -11,699 Closed
G
127
Gainplan
Michigan
-$923K -8,397 Closed
FNC
128
First National Corp
Massachusetts
-$919K -8,357 Closed
KM
129
Kalos Management
Georgia
-$669K -5,977 Closed
Renaissance Technologies
130
Renaissance Technologies
New York
-$539K -4,900 Closed
HH
131
Hilltop Holdings
Texas
-$453K -4,120 Closed
RPG
132
Resource Planning Group
Georgia
-$433K -3,938 Closed
KF
133
Krilogy Financial
Missouri
-$419K -3,815 Closed
JIP
134
JBJ Investment Partners
South Carolina
-$289K -2,626 Closed
HighTower Advisors
135
HighTower Advisors
Illinois
-$261K -2,358 Closed
PFA
136
Pinnacle Family Advisors
Missouri
-$258K -2,346 Closed
NWS
137
Newport Wealth Strategies
California
-$237K -2,150 Closed
CSPIA
138
Cary Street Partners Investment Advisory
Virginia
-$229K -2,082 Closed
SC
139
Scotia Capital
Ontario, Canada
-$210K -1,910 Closed
VCA
140
Verdence Capital Advisors
Maryland
-$208K -1,894 Closed
ACM
141
AlphaStar Capital Management
North Carolina
-$207K -1,880 Closed
CCT
142
Capital City Trust
Florida
-$202K -1,840 Closed
DI
143
Diligent Investors
California
-$200K -1,820 Closed
Barclays
144
Barclays
United Kingdom
-$192K -1,750 Closed
PCM
145
Price Capital Management
Louisiana
-$192K -1,750 Closed
Fidelity Investments
146
Fidelity Investments
Massachusetts
-$87.3K -798 -100%
ACA
147
Aptus Capital Advisors
Alabama
-$24K -223 Closed
BlackRock
148
BlackRock
New York
-$2K -19 Closed
SHWM
149
Silicon Hills Wealth Management
Texas
-$7 -1 Closed

CORP Hedge Fund Activity: Q1 2020 in Review

122 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q1 2020, worth a combined $337M — up 2.7% from $328M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of CORP and 22 opened new positions — a net loss of 5 holders — while 42 trimmed existing stakes and 41 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $16.2M. The largest seller was Visionary Wealth Advisors, cutting an estimated $8.47M.

  • 122 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q1 2020, down from 130 in Q4 2019.
  • Funds reported $337M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q1 2020, up 2.7% quarter-over-quarter.
  • 22 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q1 2020 and 27 closed out, a net change of -5 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q1 2020 was Citadel Advisors, an estimated $16.2M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q1 2020 was Visionary Wealth Advisors, an estimated $8.47M sold.

Based on aggregated 13F filings for Q1 2020.