We are live on ! Find out more
CORP icon

PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

178 hedge funds and large institutions have $994M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 67 increasing their positions, 53 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 11

26% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 53

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

13% more funds holding

Funds holding: 158178 (+20)

3.06% more ownership

Funds ownership: 76.91%79.97% (+3.1%)

2% more capital invested

Capital invested by funds: $975M → $994M (+$18.2M)

Holders
178
Holders Change
+20
Holders Change %
+12.66%
% of All Funds
2.34%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
34
Increased
67
Reduced
53
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
126
Triumph Capital Management
Colorado
$245K -$36K -371 -13%
DA
127
Detalus Advisors
Missouri
$244K +$249K +2,570 New
Envestnet Portfolio Solutions
128
Envestnet Portfolio Solutions
Illinois
$234K +$238K +2,456 New
BCM
129
Brookstone Capital Management
Illinois
$211K -$80.4K -830 -27%
Lido Advisors
130
Lido Advisors
California
$200K -$41.2K -425 -17%
VWM
131
Vermillion Wealth Management
Minnesota
$195K +$199K +2,050 New
NPFS
132
Novak & Powell Financial Services
Florida
$192K +$2.1M +21,629 New
SPIA
133
Steward Partners Investment Advisory
New York
$168K +$291 +3 +0.2%
HI
134
Harbour Investments
Wisconsin
$160K -$8.53K -88 -5%
MCM
135
MAI Capital Management
Ohio
$159K +$162K +1,673 New
VHAM
136
Van Hulzen Asset Management
California
$157K +$160K +1,655 New
US Bancorp
137
US Bancorp
Minnesota
$140K
National Bank of Canada
138
National Bank of Canada
Quebec, Canada
$137K +$102K +1,050 +266%
SA
139
SRH Advisors
Kansas
$133K
GRP
140
Global Retirement Partners
California
$131K -$1.07K -11 -0.8%
TCM
141
Tradewinds Capital Management
Washington
$117K -$18.5M -190,565 -99%
GSWM
142
Golden State Wealth Management
California
$115K +$117K +1,212 New
PTC
143
Private Trust Company
Ohio
$113K +$9.69K +100 +9%
RDIA
144
RE Dickinson Investment Advisors
Iowa
$106K
NCM
145
Northwest Capital Management
Oregon
$56K +$1.84K +19 +3%
William Blair & Company
146
William Blair & Company
Illinois
$46K +$6.78K +70 +17%
VWM
147
Venturi Wealth Management
Texas
$37.1K +$37.8K +390 New
WWMSC
148
Wagner Wealth Management (South Carolina)
South Carolina
$35.7K
CBT
149
CoreFirst Bank & Trust
Kansas
$31.3K +$31.9K +329 New
Fidelity Investments
150
Fidelity Investments
Massachusetts
$28.4K -$7.27K -75 -20%

CORP Hedge Fund Activity: Q4 2024 in Review

178 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q4 2024, worth a combined $994M — up 1.9% from $975M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CORP positions and 11 closed out — a net gain of 23 holders — while 67 added to existing stakes and 53 trimmed.

The largest buyer was Bank of America, adding an estimated $34.4M. The largest seller was Tradewinds Capital Management, cutting an estimated $18.5M.

  • 178 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q4 2024, up from 158 in Q3 2024.
  • Funds reported $994M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q4 2024, up 1.9% quarter-over-quarter.
  • 34 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q4 2024 and 11 closed out, a net change of +23 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q4 2024 was Bank of America, an estimated $34.4M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q4 2024 was Tradewinds Capital Management, an estimated $18.5M sold.

Based on aggregated 13F filings for Q4 2024.