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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

122 hedge funds and large institutions have $342M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 56 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.42% more ownership

Funds ownership: 58.56%58.97% (+0.42%)

9% less funds holding

Funds holding: 134122 (-12)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

16% less capital invested

Capital invested by funds: $410M → $342M (-$67.4M)

32% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 56

57% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 21

Holders
122
Holders Change
-12
Holders Change %
-8.96%
% of All Funds
2.06%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
9
Increased
38
Reduced
56
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CGFA
126
Colton Groome Financial Advisors
North Carolina
-$1.34M -12,906 Closed
BCM
127
Boltwood Capital Management
California
-$965K -9,270 Closed
PWA
128
Providence Wealth Advisors
Illinois
-$746K -7,174 Closed
OC
129
Oppenheimer & Co
New York
-$589K -5,656 Closed
TC
130
TAP Consulting
Missouri
-$271K -2,598 Closed
CCA
131
Catalyst Capital Advisors
New York
-$240K -2,300 Closed
TCM
132
Teza Capital Management
Illinois
-$240K -2,300 Closed
F
133
F3Logic
Minnesota
-$223K -2,141 Closed
BRWA
134
B. Riley Wealth Advisors
Florida
-$219K -2,096 Closed
ZIMP
135
Zimmermann Investment Management & Planning
Pennsylvania
-$208K -2,002 Closed
SCM
136
Stordahl Capital Management
Colorado
-$208K -2,000 Closed
SCA
137
Snowden Capital Advisors
New York
-$204K -1,967 Closed
Koshinski Asset Management
138
Koshinski Asset Management
Illinois
-$194K -1,864 Closed
Fidelity Investments
139
Fidelity Investments
Massachusetts
-$69K -667 Closed
MCC
140
Money Concepts Capital
Florida
-$55K -524 Closed
CFD
141
Creative Financial Designs
Indiana
-$52K -499 Closed
TFO
142
Tarbox Family Office
California
-$12K -120 Closed
TIM
143
Tevis Investment Management
Texas
+$394 +4 New

CORP Hedge Fund Activity: Q2 2022 in Review

122 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q2 2022, worth a combined $342M — down 16% from $410M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of CORP and 9 opened new positions — a net loss of 12 holders — while 56 trimmed existing stakes and 38 added.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $19.5M. The largest seller was 55I LLC, exiting entirely with an estimated $16.2M sold.

  • 122 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q2 2022, down from 134 in Q1 2022.
  • Funds reported $342M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q2 2022, down 16% quarter-over-quarter.
  • 9 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q2 2022 and 21 closed out, a net change of -12 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q2 2022 was Carson Wealth (CWM LLC), an estimated $19.5M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q2 2022 was 55I LLC, an estimated $16.2M sold.

Based on aggregated 13F filings for Q2 2022.