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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

89 hedge funds and large institutions have $461M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

122% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 18

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

13% more funds holding

Funds holding: 79 → 89 (+10)

1% less capital invested

Capital invested by funds: $468M → $461M (-$6.49M)

3.6% less ownership

Funds ownership: 66.48% → 62.88% (-3.6%)

Holders
89
Holders Change
+10
Holders Change %
+12.66%
% of All Funds
2.22%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
17
Increased
40
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$1.68M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.39M
3
RIG
RiverFront Investment Group
Virginia
+$1.36M
4
LYV
Live Your Vision
Pennsylvania
+$1.22M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$21.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.16M
3
HCM
Hengehold Capital Management
Ohio
-$1.67M
4
SFA
Sequoia Financial Advisors
Ohio
-$985K
5
UBS Group
UBS Group
Switzerland
-$958K
Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$225M +$1.36M +13,050 +0.6%
RJA
2
Raymond James & Associates
Florida
$49.6M -$300K -2,876 -0.6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$21.2M +$1.39M +13,288 +7%
BTS
4
BB&T Securities
Virginia
$15.5M +$29.1K +279 +0.2%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$15.3M +$764K +7,324 +5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$15.2M +$1.2M +11,482 +9%
UCFA
7
United Capital Financial Advisors
Texas
$13.2M +$1.68M +16,103 +15%
Bank of America
8
Bank of America
North Carolina
$12.5M -$21.2M -203,801 -63%
FWM
9
Frontier Wealth Management
Missouri
$8.08M +$204K +1,955 +3%
LYV
10
Live Your Vision
Pennsylvania
$7.27M +$1.22M +11,726 +21%
Jane Street
11
Jane Street
New York
$5.43M +$502K +4,813 +10%
AWMG
12
Alliance Wealth Management Group
New Jersey
$4.85M +$359K +3,445 +8%
SBL
13
Sargent Bickham Lagudis
Colorado
$4.45M +$789K +7,564 +22%
HFS
14
HL Financial Services
Kentucky
$4.13M -$76.6K -735 -2%
ML
15
McAdam LLC
Pennsylvania
$4.01M +$462K +4,434 +13%
William Blair & Company
16
William Blair & Company
Illinois
$3.51M -$102K -983 -3%
Morgan Stanley
17
Morgan Stanley
New York
$3.46M -$783K -7,506 -19%
LPL Financial
18
LPL Financial
California
$3.21M +$1.98K +19 +0.1%
DI
19
Diligent Investors
California
$2.98M +$51.8K +497 +2%
FIM
20
Frontier Investment Management
Texas
$2.63M +$12.1K +116 +0.5%
Wells Fargo
21
Wells Fargo
California
$2.42M +$250K +2,394 +12%
AI
22
Atria Investments
North Carolina
$2.25M +$197K +1,894 +10%
UBS Group
23
UBS Group
Switzerland
$2.04M -$958K -9,184 -32%
JSL
24
JT Stratford LLC
Georgia
$1.94M +$185K +1,774 +11%
SFA
25
Sequoia Financial Advisors
Ohio
$1.89M -$985K -9,447 -34%
1
2 3 4

CORP Hedge Fund Activity: Q2 2017 in Review

89 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q2 2017, worth a combined $461M — down 1.4% from $468M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CORP positions and 6 closed out — a net gain of 11 holders — while 40 added to existing stakes and 18 trimmed.

The largest buyer was United Capital Financial Advisors, adding an estimated $1.68M. The largest seller was Bank of America, cutting an estimated $21.2M.

  • 89 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q2 2017, up from 79 in Q1 2017.
  • Funds reported $461M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q2 2017, down 1.4% quarter-over-quarter.
  • 17 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q2 2017 and 6 closed out, a net change of +11 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q2 2017 was United Capital Financial Advisors, an estimated $1.68M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q2 2017 was Bank of America, an estimated $21.2M sold.

Based on aggregated 13F filings for Q2 2017.