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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

143 hedge funds and large institutions have $440M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 58 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

93% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 30

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

16% more capital invested

Capital invested by funds: $380M → $440M (+$60.3M)

14% more funds holding

Funds holding: 125 → 143 (+18)

7.76% more ownership

Funds ownership: 46.64% → 54.4% (+7.8%)

Holders
143
Holders Change
+18
Holders Change %
+14.4%
% of All Funds
2.2%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
29
Increased
58
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TCM
Tradewinds Capital Management
Washington
+$23.1M
2
SFA
Sequoia Financial Advisors
Ohio
+$9.82M
3
HighTower Advisors
HighTower Advisors
Illinois
+$6.18M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$5.98M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$4.23M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$4.96M
2
Truist Financial
Truist Financial
North Carolina
-$3.43M
3
CWM
Centric Wealth Management
Illinois
-$2.85M
4
SW
Signify Wealth
Missouri
-$2.59M
5
Mariner
Mariner
Kansas
-$2.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
126
Parkside Financial Bank & Trust
Missouri
$30K +$227 +2 +0.7%
FRA
127
Front Row Advisors
California
$25K – – –
CFB
128
Cullen/Frost Bankers
Texas
$17K – – –
AA
129
Acorns Advisers
California
$15K -$1.02K -9 -6%
Fidelity Investments
130
Fidelity Investments
Massachusetts
$13K -$7.03K -62 -36%
TFO
131
Tarbox Family Office
California
$13K +$113 +1 +0.8%
RDIA
132
RE Dickinson Investment Advisors
Iowa
$13K +$12.6K +111 New
GM
133
GeoWealth Management
Illinois
$11K -$2.83K -25 -20%
AWM
134
Atticus Wealth Management
Florida
$11K – – –
SWA
135
Sutton Wealth Advisors
Florida
$9.25K – – –
S
136
SignatureFD
Georgia
$9K – – –
GWM
137
Geneos Wealth Management
Colorado
$4K – – –
ACA
138
Aptus Capital Advisors
Alabama
$2K – – –
DWMG
139
DB Wealth Management Group
California
$1K – – –
CA
140
CoreCap Advisors
Michigan
$1K +$113 +1 New
RI
141
Rinkey Investments
California
$1K +$1.7K +15 New
CWM
142
Centric Wealth Management
Illinois
– -$2.85M -25,116 Closed
SW
143
Signify Wealth
Missouri
– -$2.59M -22,818 Closed
Mariner
144
Mariner
Kansas
– -$2.25M -19,765 Closed
IIA
145
IPG Investment Advisors
California
– -$620K -5,460 Closed
KIG
146
Kowal Investment Group
Wisconsin
– -$136K -1,196 Closed
APWA
147
Atlas Private Wealth Advisors
New Jersey
– -$17K -150 Closed
FCM
148
Firestone Capital Management
Florida
– -$1K -10 Closed
SSB
149
Sandy Spring Bank
Maryland
– -$1K -9 Closed
CFN
150
Cordasco Financial Network
Florida
– +$227 +2 New
2 3 4 5
6

CORP Hedge Fund Activity: Q4 2021 in Review

143 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q4 2021, worth a combined $440M — up 16% from $380M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CORP positions and 9 closed out — a net gain of 20 holders — while 58 added to existing stakes and 30 trimmed.

The largest buyer was Tradewinds Capital Management, adding an estimated $23.1M. The largest seller was Jane Street, cutting an estimated $4.96M.

  • 143 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q4 2021, up from 125 in Q3 2021.
  • Funds reported $440M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q4 2021, up 16% quarter-over-quarter.
  • 29 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q4 2021 and 9 closed out, a net change of +20 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q4 2021 was Tradewinds Capital Management, an estimated $23.1M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q4 2021 was Jane Street, an estimated $4.96M sold.

Based on aggregated 13F filings for Q4 2021.