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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

121 hedge funds and large institutions have $574M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 52 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 6

160% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 20

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

27% more funds holding

Funds holding: 95121 (+26)

15% more capital invested

Capital invested by funds: $499M → $574M (+$74.5M)

5.56% more ownership

Funds ownership: 61.66%67.22% (+5.6%)

Holders
121
Holders Change
+26
Holders Change %
+27.37%
% of All Funds
2.74%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.2%
New
32
Increased
52
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$230M +$890K +8,434 +0.4%
RJA
2
Raymond James & Associates
Florida
$52.3M +$1.93M +18,306 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$24M +$1.86M +17,591 +8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20.3M +$3.65M +34,634 +22%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$16.5M +$215K +2,040 +1%
UCFA
6
United Capital Financial Advisors
Texas
$16.1M +$1.85M +17,555 +13%
Bank of America
7
Bank of America
North Carolina
$14.5M +$1.31M +12,411 +10%
BTS
8
BB&T Securities
Virginia
$14.4M -$1.05M -9,910 -7%
MAG
9
Mokosak Advisory Group
Iowa
$13.7M +$13.7M +129,714 New
PEA
10
Pacific Edge Advisors
California
$11.6M +$11.6M +109,745 New
UWM
11
USAdvisors Wealth Management
Minnesota
$10.1M +$10M +95,205 New
WI
12
WBI Investments
New Jersey
$9.79M +$9.77M +92,608 New
LYV
13
Live Your Vision
Pennsylvania
$8.03M +$550K +5,212 +7%
DP
14
Denver PWM
Colorado
$6.5M +$134K +1,272 +2%
AWMG
15
Alliance Wealth Management Group
New Jersey
$6.06M -$5.3M -50,230 -47%
Allianz Asset Management
16
Allianz Asset Management
Germany
$5.48M +$5.47M +51,849 New
AI
17
Atria Investments
North Carolina
$5.35M +$1.37M +12,991 +35%
SP
18
SWS Partners
Ohio
$5.32M +$5.31M +50,301 New
ML
19
McAdam LLC
Pennsylvania
$4.47M
HFS
20
HL Financial Services
Kentucky
$4.45M +$549K +5,208 +14%
SBL
21
Sargent Bickham Lagudis
Colorado
$4.01M +$576K +5,459 +17%
AF
22
Advisornet Financial
Minnesota
$3.91M +$3.9M +36,960 New
William Blair & Company
23
William Blair & Company
Illinois
$3.63M +$121K +1,147 +3%
LPL Financial
24
LPL Financial
California
$3.61M -$20.6K -195 -0.6%
FIM
25
Frontier Investment Management
Texas
$3.51M +$482K +4,566 +16%

CORP Hedge Fund Activity: Q4 2017 in Review

121 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q4 2017, worth a combined $574M — up 15% from $499M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new CORP positions and 6 closed out — a net gain of 26 holders — while 52 added to existing stakes and 20 trimmed.

The largest buyer was WBI Investments, opening a new position worth an estimated $9.77M. The largest seller was Jane Street, exiting entirely with an estimated $8.98M sold.

  • 121 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q4 2017, up from 95 in Q3 2017.
  • Funds reported $574M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q4 2017, up 15% quarter-over-quarter.
  • 32 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q4 2017 and 6 closed out, a net change of +26 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q4 2017 was WBI Investments, an estimated $9.77M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q4 2017 was Jane Street, an estimated $8.98M sold.

Based on aggregated 13F filings for Q4 2017.