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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

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 %
SWP
151
ShoreHaven Wealth Partners
New Jersey
– -$1.74M -19,056 Closed
MWM
152
Marion Wealth Management
Pennsylvania
– -$653K -7,171 Closed
WP
153
WealthSource Partners
California
– -$491K -5,388 Closed
Renaissance Technologies
154
Renaissance Technologies
New York
– -$465K -5,100 Closed
MMA
155
Miracle Mile Advisors
California
– -$416K -4,566 Closed
Financial Engines Advisors
156
Financial Engines Advisors
California
– -$355K -3,894 Closed
MFA
157
Mayflower Financial Advisors
Massachusetts
– -$308K -3,382 Closed
QPWM
158
Quadrant Private Wealth Management
Pennsylvania
– -$253K -2,779 Closed
SWM
159
SeaCrest Wealth Management
New York
– -$241K -2,649 Closed
SFS
160
Security Financial Services
Indiana
– -$213K -2,343 Closed
CWM
161
Congress Wealth Management
Massachusetts
– -$205K -2,251 Closed
SFC
162
SYM Financial Corp
Indiana
– -$151K -1,660 Closed
Creative Planning
163
Creative Planning
Kansas
– -$142K -1,562 Closed
BCM
164
BluePath Capital Management
Georgia
– -$132K -1,454 Closed
CSPIA
165
Cary Street Partners Investment Advisory
Virginia
– -$112K -1,233 Closed
EWA
166
EverSource Wealth Advisors
Alabama
– -$9.3K -102 Closed
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
– -$4.92K -54 Closed
Bessemer Group
168
Bessemer Group
New Jersey
– -$2K -19 Closed
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