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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

138 hedge funds and large institutions have $458M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 59 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

3% more funds holding

Funds holding: 134 → 138 (+4)

1.04% more ownership

Funds ownership: 62.81% → 63.85% (+1%)

19% less capital invested

Capital invested by funds: $566M → $458M (-$108M)

22% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 59

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
138
Holders Change
+4
Holders Change %
+2.99%
% of All Funds
2.2%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
20
Increased
46
Reduced
59
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCFM
Clear Creek Financial Management
Washington
+$8.39M
2
Jane Street
Jane Street
New York
+$5.94M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$4.96M
4
OIA
OneDigital Investment Advisors
Kansas
+$4.41M
5
Morgan Stanley
Morgan Stanley
New York
+$3.94M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$147M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$10.3M
3
Ameriprise
Ameriprise
Minnesota
-$4.86M
4
ML
McAdam LLC
Pennsylvania
-$2.98M
5
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
-$2.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
HT
126
Headlands Technologies
Illinois
$8.47K +$8.38K +88 New
S
127
SignatureFD
Georgia
$7.51K – – –
KM
128
Kalos Management
Georgia
$6.54K +$6.47K +68 New
GWSG
129
GPS Wealth Strategies Group
Colorado
$4.81K +$4.76K +50 New
SS
130
Sunbelt Securities
Texas
$4.77K +$4.76K +50 New
GWM
131
Geneos Wealth Management
Colorado
$3.91K – – –
Fidelity Investments
132
Fidelity Investments
Massachusetts
$3.66K +$3.62K +38 New
Bessemer Group
133
Bessemer Group
New Jersey
$2K +$1.81K +19 New
ACA
134
Aptus Capital Advisors
Alabama
$1.64K – – –
SWA
135
Sutton Wealth Advisors
Florida
$1.64K – – –
Commonwealth Equity Services
136
Commonwealth Equity Services
Massachusetts
$1.22K -$236K -2,477 -16%
FGAM
137
Financial Gravity Asset Management
Texas
$220 +$219K +2,304 New
AWM
138
Atticus Wealth Management
Florida
$1 -$27.7K -291 Closed
CP
139
Capital Planning
Washington
– -$2.06M -22,106 Closed
FFWM
140
Future Financial Wealth Management
Ohio
– -$1.52M -16,353 Closed
RA
141
RFG Advisory
Alabama
– -$1.11M -11,436 Closed
Renaissance Technologies
142
Renaissance Technologies
New York
– -$428K -4,600 Closed
DWT
143
Dorsey & Whitney Trust
South Dakota
– -$372K -4,003 Closed
MWM
144
Mission Wealth Management
California
– -$254K -2,726 Closed
CWS
145
Cypress Wealth Services
California
– -$236K -2,536 Closed
NA
146
NewEdge Advisors
Louisiana
– -$120K -1,287 Closed
EE
147
EWG Elevate
California
– -$77K -828 Closed
MCC
148
Money Concepts Capital
Florida
– -$48.7K -524 Closed
Franklin Resources
149
Franklin Resources
California
– -$32.1K -345 Closed
DWMG
150
DB Wealth Management Group
California
– -$1.12K -12 Closed
2 3 4 5
6

CORP Hedge Fund Activity: Q1 2023 in Review

138 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q1 2023, worth a combined $458M — down 19% from $566M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CORP positions and 13 closed out — a net gain of 7 holders — while 46 added to existing stakes and 59 trimmed.

The largest buyer was Clear Creek Financial Management, opening a new position worth an estimated $8.39M. The largest seller was Bank of America, cutting an estimated $147M.

  • 138 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q1 2023, up from 134 in Q4 2022.
  • Funds reported $458M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q1 2023, down 19% quarter-over-quarter.
  • 20 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q1 2023 and 13 closed out, a net change of +7 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q1 2023 was Clear Creek Financial Management, an estimated $8.39M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q1 2023 was Bank of America, an estimated $147M sold.

Based on aggregated 13F filings for Q1 2023.