CORP icon

PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

175 hedge funds and large institutions have $989M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 65 increasing their positions, 53 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+19
Holders Change %
+12.18%
% of All Funds
2.33%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
33
Increased
65
Reduced
53
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Portfolio Solutions
126
Envestnet Portfolio Solutions
Illinois
$234K +$234K +2,456 New
BCM
127
Brookstone Capital Management
Illinois
$211K -$78.9K -830 -27%
Lido Advisors
128
Lido Advisors
California
$200K -$40.6K -425 -17%
VWM
129
Vermillion Wealth Management
Minnesota
$195K +$195K +2,050 New
NPFS
130
Novak & Powell Financial Services
Florida
$192K +$192K +21,629 New
SPIA
131
Steward Partners Investment Advisory
New York
$168K +$285 +3 +0.2%
HI
132
Harbour Investments
Wisconsin
$160K -$8.37K -88 -5%
MCM
133
MAI Capital Management
Ohio
$159K +$159K +1,673 New
VHAM
134
Van Hulzen Asset Management
California
$157K +$157K +1,655 New
US Bancorp
135
US Bancorp
Minnesota
$140K
National Bank of Canada
136
National Bank of Canada
Quebec, Canada
$137K +$99.9K +1,050 +266%
SA
137
SRH Advisors
Kansas
$133K
GRP
138
Global Retirement Partners
California
$131K -$1.05K -11 -0.8%
TCM
139
Tradewinds Capital Management
Washington
$117K -$18.1M -190,565 -99%
GSWM
140
Golden State Wealth Management
California
$115K +$115K +1,212 New
PTC
141
Private Trust Company
Ohio
$113K +$9.51K +100 +9%
RDIA
142
RE Dickinson Investment Advisors
Iowa
$106K
NCM
143
Northwest Capital Management
Oregon
$56K +$1.81K +19 +3%
William Blair & Company
144
William Blair & Company
Illinois
$46K +$6.66K +70 +17%
VWM
145
Venturi Wealth Management
Texas
$37.1K +$37.1K +390 New
WWM
146
Wagner Wealth Management
South Carolina
$35.7K
CBT
147
CoreFirst Bank & Trust
Kansas
$31.3K +$31.3K +329 New
Fidelity Investments
148
Fidelity Investments
Massachusetts
$28.4K -$7.13K -75 -20%
TCM
149
TD Capital Management
Tennessee
$27.1K +$5.04K +53 +23%
PFBT
150
Parkside Financial Bank & Trust
Missouri
$26.9K +$190 +2 +0.7%