CORP icon

PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

Overview Fund Activity

147 hedge funds and large institutions have $606M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 46 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+8
Holders Change %
+5.76%
% of All Funds
2.34%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
17
Increased
64
Reduced
46
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$157M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$42M
3
Morgan Stanley
Morgan Stanley
New York
$31.2M
4
Allianz Asset Management
Allianz Asset Management
Germany
$28.2M
5
LPL Financial
LPL Financial
California
$25.5M

Top Sellers

1
CCFM
Clear Creek Financial Management
Washington
$2.14M
2
EK
Evensky & Katz
Florida
$492K
3
Financial Engines Advisors
Financial Engines Advisors
California
$355K
4
BTI
Blue Trust Inc
Georgia
$0
5
RIG
RiverFront Investment Group
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
126
William Blair & Company
Illinois
$27.6K -$182 -2 -0.7%
FRA
127
Front Row Advisors
California
$25.1K – – –
PFBT
128
Parkside Financial Bank & Trust
Missouri
$24.7K +$182 +2 +0.7%
WP
129
WealthShield Partners
North Carolina
$22.4K +$91 +1 +0.4%
Citigroup
130
Citigroup
New York
$22.1K -$1.82K -20 -8%
SWM
131
Spire Wealth Management
Virginia
$20.3K -$20.4K -224 -50%
National Bank of Canada
132
National Bank of Canada
Quebec, Canada
$15.5K +$15.5K +172 New
GWM
133
Guardian Wealth Management
Illinois
$12.6K -$6.01K -66 -32%
CFFP
134
Center for Financial Planning
Michigan
$12.5K +$182 +2 +1%
AWM
135
Avior Wealth Management
Nebraska
$11.2K – – –
RDIA
136
RE Dickinson Investment Advisors
Iowa
$10K – – –
EWA
137
EverSource Wealth Advisors
Alabama
$9.3K +$9.3K +102 New
S
138
SignatureFD
Georgia
$7.12K – – –
TCM
139
TD Capital Management
Tennessee
$5.83K +$5.83K +64 New
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$4.92K +$4.92K +54 New
Fidelity Investments
141
Fidelity Investments
Massachusetts
$4.56K -$364 -4 -7%
SS
142
Sunbelt Securities
Texas
$4.56K – – –
GWSG
143
GPS Wealth Strategies Group
Colorado
$4.56K – – –
GWM
144
Geneos Wealth Management
Colorado
$3.7K – – –
Bessemer Group
145
Bessemer Group
New Jersey
$2K – – –
SWA
146
Sutton Wealth Advisors
Florida
$1.55K – – –
ACA
147
Aptus Capital Advisors
Alabama
$1.37K – – –
BTI
148
Blue Trust Inc
Georgia
– -$1.05M -10,938 Closed
RIG
149
RiverFront Investment Group
Virginia
– -$877K -9,245 Closed
BCM
150
Brookstone Capital Management
Illinois
– -$217K -2,334 Closed
3 4 5
6
7