We are live on ! Find out more
CORP icon

PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

161 hedge funds and large institutions have $858M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

1.04% more ownership

Funds ownership: 74.88%75.92% (+1%)

8% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 60

4% more capital invested

Capital invested by funds: $828M → $858M (+$29.1M)

1% more funds holding

Funds holding: 160161 (+1)

Holders
161
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
2.33%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
16
Increased
65
Reduced
60
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
126
Steward Partners Investment Advisory
New York
$72.2K +$41.8K +442 +139%
PCMC
127
Planning Capital Management Corporation
Pennsylvania
$69.7K +$379 +4 +0.5%
NCM
128
Northwest Capital Management
Oregon
$50.9K -$10.9K -115 -18%
PTC
129
Private Trust Company
Ohio
$41.8K -$1.04K -11 -2%
APC
130
Aspire Private Capital
North Carolina
$38.7K +$95 +1 +0.2%
WWMSC
131
Wagner Wealth Management (South Carolina)
South Carolina
$37.6K +$37.4K +395 New
National Bank of Canada
132
National Bank of Canada
Quebec, Canada
$37.1K -$2.84K -30 -7%
BSB
133
Bangor Savings Bank
Maine
$33.8K -$11.1K -117 -25%
HGERS
134
Householder Group Estate & Retirement Specialist
Arizona
$28K
PFBT
135
Parkside Financial Bank & Trust
Missouri
$26.4K +$189 +2 +0.7%
FRA
136
Front Row Advisors
California
$26.1K
TCM
137
TD Capital Management
Tennessee
$25.2K +$5.21K +55 +26%
KB
138
Kimelman & Baird
New York
$23.5K +$23.4K +247 New
WP
139
WealthShield Partners
North Carolina
$22K -$1.42K -15 -6%
SWM
140
Spire Wealth Management
Virginia
$21.2K
T
141
Tidemark
California
$20.9K -$677K -7,152 -97%
AWM
142
Avior Wealth Management
Nebraska
$18.9K
Fidelity Investments
143
Fidelity Investments
Massachusetts
$18.3K -$25.7K -272 -58%
IAIM
144
International Assets Investment Management
Florida
$18.1K +$18K +190 New
FGAM
145
Financial Gravity Asset Management
Texas
$14.6K -$40.4K -427 -73%
CFFP
146
Center for Financial Planning
Michigan
$13.5K +$189 +2 +1%
RDIA
147
RE Dickinson Investment Advisors
Iowa
$10.6K
GWMI
148
Guardian Wealth Management (Illinois)
Illinois
$9.81K -$1.23K -13 -11%
CP
149
Camelot Portfolios
Ohio
$7.89K +$7.86K +83 New
Citigroup
150
Citigroup
New York
$6.84K -$11.5K -122 -63%

CORP Hedge Fund Activity: Q2 2024 in Review

161 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q2 2024, worth a combined $858M — up 3.5% from $828M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CORP positions and 13 closed out — a net gain of 3 holders — while 65 added to existing stakes and 60 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, adding an estimated $28M. The largest seller was Tradewinds Capital Management, cutting an estimated $10.8M.

  • 161 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q2 2024, up from 160 in Q1 2024.
  • Funds reported $858M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q2 2024, up 3.5% quarter-over-quarter.
  • 16 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q2 2024 and 13 closed out, a net change of +3 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q2 2024 was Migdal Insurance & Financial Holdings, an estimated $28M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q2 2024 was Tradewinds Capital Management, an estimated $10.8M sold.

Based on aggregated 13F filings for Q2 2024.