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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
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Overview Fund Activity

146 hedge funds and large institutions have $791M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
2.14%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
23
Increased
61
Reduced
39
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$86.8M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$61.6M
3
AP
3
Agilis Partners
Massachusetts
$14.1M
4
Bank of America
4
Bank of America
North Carolina
$180M
5
LPL Financial
5
LPL Financial
California
$38.3M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$0
2
SPIA
2
Steward Partners Investment Advisory
New York
$26.3K
3
CCFCSB
3
Cape Cod Five Cents Savings Bank
Massachusetts
$6.46M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$536K
5
I
5
INVST
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
126
Front Row Advisors
California
$26.8K – – –
PFBT
127
Parkside Financial Bank & Trust
Missouri
$26.6K +$195 +2 +0.7%
SPIA
128
Steward Partners Investment Advisory
New York
$26.3K -$6.75M -69,464 -100%
WP
129
WealthShield Partners
North Carolina
$24K – – –
SWM
130
Spire Wealth Management
Virginia
$22.1K +$767 +8 +4%
PS
131
Principal Securities
Iowa
$19.8K +$19.8K +204 New
CFFP
132
Center for Financial Planning
Michigan
$13.5K +$97 +1 +0.7%
GWM
133
Guardian Wealth Management
Illinois
$12.5K -$976 -10 -7%
AWM
134
Avior Wealth Management
Nebraska
$12K – – –
RDIA
135
RE Dickinson Investment Advisors
Iowa
$11K – – –
RIM
136
Rockbridge Investment Management
New York
$7.78K +$7.78K +80 New
S
137
SignatureFD
Georgia
$7.6K – – –
HNB
138
Huntington National Bank
Ohio
$7.49K – – –
MSG
139
Main Street Group
Virginia
$7.33K +$7.33K +75 New
TCM
140
TD Capital Management
Tennessee
$6.23K – – –
IGWM
141
ICA Group Wealth Management
Colorado
$5.35K +$5.35K +55 New
GWSG
142
GPS Wealth Strategies Group
Colorado
$4.86K – – –
SS
143
Sunbelt Securities
Texas
$4.86K – – –
GWM
144
Geneos Wealth Management
Colorado
$3.95K – – –
Fidelity Investments
145
Fidelity Investments
Massachusetts
$3.21K -$1.65K -17 -34%
SA
146
Scarborough Advisors
Maryland
$2.77K +$2.77K +29 New
ACA
147
Aptus Capital Advisors
Alabama
$1.46K – – –
AWM
148
Atticus Wealth Management
Florida
$1 – – –
Bank of Nova Scotia
149
Bank of Nova Scotia
Ontario, Canada
– -$16.9M -185,655 Closed
I
150
INVST
Indiana
– -$5.18M -56,817 Closed
3 4 5
6
7