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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

79 hedge funds and large institutions have $468M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

105% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 19

65% more capital invested

Capital invested by funds: $284M → $468M (+$184M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

10.25% more ownership

Funds ownership: 56.23%66.48% (+10%)

7% more funds holding

Funds holding: 7479 (+5)

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.97%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
11
Increased
39
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$220M +$103M +998,864 +88%
RJA
2
Raymond James & Associates
Florida
$48.9M +$28.2M +274,835 +138%
Bank of America
3
Bank of America
North Carolina
$33.2M +$4.88M +47,524 +17%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$19.4M +$12.4M +120,526 +177%
BTS
5
BB&T Securities
Virginia
$15.1M +$2.85M +27,710 +23%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$14.2M +$7.16M +69,746 +102%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$13.8M +$4.65M +45,263 +51%
UCFA
8
United Capital Financial Advisors
Texas
$11.3M +$6.99M +68,060 +164%
FWM
9
Frontier Wealth Management
Missouri
$7.72M +$5.55M +54,011 +258%
LYV
10
Live Your Vision
Pennsylvania
$5.89M +$396K +3,856 +7%
Jane Street
11
Jane Street
New York
$4.83M -$977K -9,513 -17%
AWMG
12
Alliance Wealth Management Group
New Jersey
$4.42M +$4.4M +42,806 New
Morgan Stanley
13
Morgan Stanley
New York
$4.17M +$863K +8,400 +26%
HFS
14
HL Financial Services
Kentucky
$4.12M -$26.2K -255 -0.6%
SBL
15
Sargent Bickham Lagudis
Colorado
$3.58M +$2.74M +26,644 +327%
William Blair & Company
16
William Blair & Company
Illinois
$3.55M -$135K -1,315 -4%
ML
17
McAdam LLC
Pennsylvania
$3.48M -$116K -1,132 -3%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$3.16M +$930K +9,054 +42%
LPL Financial
19
LPL Financial
California
$3.14M -$54.5K -531 -2%
UBS Group
20
UBS Group
Switzerland
$2.95M +$1.12M +10,905 +62%
DI
21
Diligent Investors
California
$2.87M +$152K +1,476 +6%
SFA
22
Sequoia Financial Advisors
Ohio
$2.83M +$879K +8,561 +45%
FIM
23
Frontier Investment Management
Texas
$2.56M +$130K +1,268 +5%
Wells Fargo
24
Wells Fargo
California
$2.12M +$938K +9,137 +80%
AI
25
Atria Investments
North Carolina
$2.01M +$893K +8,698 +81%

CORP Hedge Fund Activity: Q1 2017 in Review

79 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q1 2017, worth a combined $468M — up 65% from $284M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CORP positions and 5 closed out — a net gain of 6 holders — while 39 added to existing stakes and 19 trimmed.

The largest buyer was RiverFront Investment Group, adding an estimated $103M. The largest seller was Citadel Advisors, cutting an estimated $4.87M.

  • 79 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q1 2017, up from 74 in Q4 2016.
  • Funds reported $468M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q1 2017, up 65% quarter-over-quarter.
  • 11 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q1 2017 and 5 closed out, a net change of +6 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q1 2017 was RiverFront Investment Group, an estimated $103M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q1 2017 was Citadel Advisors, an estimated $4.87M sold.

Based on aggregated 13F filings for Q1 2017.