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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

74 hedge funds and large institutions have $332M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2016 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 11

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

48% more capital invested

Capital invested by funds: $225M → $332M (+$107M)

17% more funds holding

Funds holding: 63 → 74 (+11)

5.02% more ownership

Funds ownership: 50.59% → 55.61% (+5%)

Holders
74
Holders Change
+11
Holders Change %
+17.46%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
38
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
+$51.6M
2
RJA
Raymond James & Associates
Florida
+$10.9M
3
WI
WBI Investments
New Jersey
+$10.4M
4
FWM
Frontier Wealth Management
Missouri
+$6.55M
5
BTS
BB&T Securities
Virginia
+$3.95M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$14M
2
HighTower Advisors
HighTower Advisors
Illinois
-$6.15M
3
SBL
Sargent Bickham Lagudis
Colorado
-$1.12M
4
GC
Guggenheim Capital
Illinois
-$646K
5
VKH
Virtu KCG Holdings
New York
-$643K
Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$154M +$51.6M +482,871 +50%
FIM
2
Frontier Investment Management
Texas
$29.3M +$281K +2,634 +11%
RJA
3
Raymond James & Associates
Florida
$28.9M +$10.9M +101,647 +60%
BTS
4
BB&T Securities
Virginia
$12.7M +$3.95M +36,973 +45%
Bank of America
5
Bank of America
North Carolina
$11.1M +$935K +8,760 +9%
WI
6
WBI Investments
New Jersey
$10.4M +$10.4M +97,642 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$10.2M +$2.15M +20,143 +27%
FWM
8
Frontier Wealth Management
Missouri
$8.46M +$6.55M +61,391 +343%
LYV
9
Live Your Vision
Pennsylvania
$5.58M +$22.3K +209 +0.4%
HFS
10
HL Financial Services
Kentucky
$4.36M +$35.4K +332 +0.8%
William Blair & Company
11
William Blair & Company
Illinois
$3.94M +$342K +3,202 +10%
Morgan Stanley
12
Morgan Stanley
New York
$3.81M +$468K +4,380 +14%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.72M +$944K +8,842 +34%
Jane Street
14
Jane Street
New York
$3.66M +$2.38M +22,277 +185%
Citadel Advisors
15
Citadel Advisors
Florida
$3.03M +$3.03M +28,371 New
LPL Financial
16
LPL Financial
California
$3M -$187K -1,749 -6%
MIFH
17
Migdal Insurance & Financial Holdings
Israel
$2.88M +$125K +1,169 +5%
DI
18
Diligent Investors
California
$2.51M +$2.51M +23,478 New
HighTower Advisors
19
HighTower Advisors
Illinois
$2.06M -$6.15M -57,563 -75%
VKH
20
Virtu KCG Holdings
New York
$2.04M -$643K -6,027 -24%
SFA
21
Sequoia Financial Advisors
Ohio
$1.9M +$1.9M +17,818 New
Wells Fargo
22
Wells Fargo
California
$1.89M -$14M -131,102 -88%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.88M -$622K -5,827 -25%
Ameriprise
24
Ameriprise
Minnesota
$1.25M +$661K +6,188 +112%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.22M +$126K +1,181 +12%
1
2 3 4

CORP Hedge Fund Activity: Q3 2016 in Review

74 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q3 2016, worth a combined $332M — up 48% from $225M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CORP positions and 5 closed out — a net gain of 11 holders — while 38 added to existing stakes and 11 trimmed.

The largest buyer was RiverFront Investment Group, adding an estimated $51.6M. The largest seller was Wells Fargo, cutting an estimated $14M.

  • 74 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q3 2016, up from 63 in Q2 2016.
  • Funds reported $332M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q3 2016, up 48% quarter-over-quarter.
  • 16 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q3 2016 and 5 closed out, a net change of +11 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q3 2016 was RiverFront Investment Group, an estimated $51.6M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q3 2016 was Wells Fargo, an estimated $14M sold.

Based on aggregated 13F filings for Q3 2016.