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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

160 hedge funds and large institutions have $828M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

32% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 50

9% more funds holding

Funds holding: 147160 (+13)

4% more capital invested

Capital invested by funds: $793M → $828M (+$35.4M)

1.98% less ownership

Funds ownership: 76.87%74.88% (-2%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
160
Holders Change
+13
Holders Change %
+8.84%
% of All Funds
2.3%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
24
Increased
66
Reduced
50
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
126
Northwest Capital Management
Oregon
$62.4K
FGAM
127
Financial Gravity Asset Management
Texas
$56.3K -$2.7M -28,124 -98%
FFA
128
Farther Finance Advisors
California
$54.2K +$54.6K +570 New
BSB
129
Bangor Savings Bank
Maine
$45.3K -$2.88K -30 -6%
Fidelity Investments
130
Fidelity Investments
Massachusetts
$44.7K +$41.4K +432 +1,309%
PTC
131
Private Trust Company
Ohio
$43.3K
National Bank of Canada
132
National Bank of Canada
Quebec, Canada
$40K
APC
133
Aspire Private Capital
North Carolina
$39K
FFWM
134
Future Financial Wealth Management
Ohio
$38.4K +$38.3K +400 New
SPIA
135
Steward Partners Investment Advisory
New York
$30.5K +$4.51K +47 +17%
HGERS
136
Householder Group Estate & Retirement Specialist
Arizona
$28.8K
PFBT
137
Parkside Financial Bank & Trust
Missouri
$26.5K +$288 +3 +1%
FRA
138
Front Row Advisors
California
$26.4K
WP
139
WealthShield Partners
North Carolina
$23.7K
SWM
140
Spire Wealth Management
Virginia
$21.4K -$767 -8 -3%
PS
141
Principal Securities
Iowa
$20.3K +$671 +7 +3%
TCM
142
TD Capital Management
Tennessee
$20.2K +$14K +146 +228%
AWM
143
Avior Wealth Management
Nebraska
$19.1K +$7.29K +76 +62%
Citigroup
144
Citigroup
New York
$18.6K -$22.7K -237 -55%
CFFP
145
Center for Financial Planning
Michigan
$13.4K +$192 +2 +1%
GWMI
146
Guardian Wealth Management (Illinois)
Illinois
$11.1K -$1.15K -12 -9%
RDIA
147
RE Dickinson Investment Advisors
Iowa
$11K
MSG
148
Main Street Group
Virginia
$7.17K
SA
149
Scarborough Advisors
Maryland
$5.36K +$2.59K +27 +93%
GWSG
150
GPS Wealth Strategies Group
Colorado
$4.8K

CORP Hedge Fund Activity: Q1 2024 in Review

160 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q1 2024, worth a combined $828M — up 4.5% from $793M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new CORP positions and 10 closed out — a net gain of 14 holders — while 66 added to existing stakes and 50 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $35.8M. The largest seller was Bank of America, cutting an estimated $38.4M.

  • 160 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q1 2024, up from 147 in Q4 2023.
  • Funds reported $828M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q1 2024, up 4.5% quarter-over-quarter.
  • 24 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q1 2024 and 10 closed out, a net change of +14 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q1 2024 was Carson Wealth (CWM LLC), an estimated $35.8M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q1 2024 was Bank of America, an estimated $38.4M sold.

Based on aggregated 13F filings for Q1 2024.