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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

140 hedge funds and large institutions have $488M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

7% more capital invested

Capital invested by funds: $458M → $488M (+$30.2M)

1.92% more ownership

Funds ownership: 63.85% → 65.77% (+1.9%)

1% more funds holding

Funds holding: 138 → 140 (+2)

4% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 55

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
140
Holders Change
+2
Holders Change %
+1.45%
% of All Funds
2.2%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
15
Increased
53
Reduced
55
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
+$11.9M
2
LPL Financial
LPL Financial
California
+$7.91M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$7.62M
4
Bank of America
Bank of America
North Carolina
+$6.41M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$5.85M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$15.3M
2
VPP
Vertex Planning Partners
Illinois
-$7.92M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.37M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$2.14M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
126
Northwest Capital Management
Oregon
$13.9K +$14K +147 New
CFFP
127
Center for Financial Planning
Michigan
$12.8K +$95 +1 +0.7%
AWM
128
Avior Wealth Management
Nebraska
$11.7K – – –
RDIA
129
RE Dickinson Investment Advisors
Iowa
$11K – – –
S
130
SignatureFD
Georgia
$7.41K – – –
IGWM
131
ICA Group Wealth Management
Colorado
$5.22K -$6.19K -65 -54%
Fidelity Investments
132
Fidelity Investments
Massachusetts
$5.12K +$1.52K +16 +42%
GWSG
133
GPS Wealth Strategies Group
Colorado
$4.74K – – –
SS
134
Sunbelt Securities
Texas
$4.74K – – –
GWM
135
Geneos Wealth Management
Colorado
$3.86K – – –
Bessemer Group
136
Bessemer Group
New Jersey
$2K – – –
SWA
137
Sutton Wealth Advisors
Florida
$1.61K – – –
IA
138
IFP Advisors
Florida
$1.52K -$13.4K -141 -90%
ACA
139
Aptus Capital Advisors
Alabama
$1.42K -$190 -2 -12%
FGAM
140
Financial Gravity Asset Management
Texas
$216 -$2.38K -25 -1%
AWM
141
Atticus Wealth Management
Florida
$1 – – –
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
– -$3.37M -35,043 Closed
Citadel Advisors
143
Citadel Advisors
Florida
– -$1.83M -19,031 Closed
OMC
144
Old Mission Capital
Illinois
– -$703K -7,312 Closed
SFS
145
Security Financial Services
Indiana
– -$296K -3,082 Closed
AAS
146
Ameritas Advisory Services
Nebraska
– -$272K -2,830 Closed
SPC
147
Sigma Planning Corp
Michigan
– -$249K -2,584 Closed
SDWMA
148
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$236K -2,453 Closed
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
– -$223K -2,326 Closed
BAM
150
Belpointe Asset Management
Nevada
– -$134K -1,393 Closed
3 4 5
6
7

CORP Hedge Fund Activity: Q2 2023 in Review

140 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q2 2023, worth a combined $488M — up 6.6% from $458M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CORP positions and 13 closed out — a net gain of 2 holders — while 53 added to existing stakes and 55 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $11.9M. The largest seller was Jane Street, cutting an estimated $15.3M.

  • 140 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q2 2023, up from 138 in Q1 2023.
  • Funds reported $488M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q2 2023, up 6.6% quarter-over-quarter.
  • 15 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q2 2023 and 13 closed out, a net change of +2 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q2 2023 was Allianz Asset Management, an estimated $11.9M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q2 2023 was Jane Street, an estimated $15.3M sold.

Based on aggregated 13F filings for Q2 2023.