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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

130 hedge funds and large institutions have $350M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

66% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 35

17% more capital invested

Capital invested by funds: $299M → $350M (+$51.1M)

9.87% more ownership

Funds ownership: 47.73%57.6% (+9.9%)

8% more funds holding

Funds holding: 120130 (+10)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
130
Holders Change
+10
Holders Change %
+8.33%
% of All Funds
2.81%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
21
Increased
58
Reduced
35
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$55.4M +$590K +5,829 +1%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$27.4M +$24.2M +239,533 New
RJA
3
Raymond James & Associates
Florida
$23.1M -$135K -1,336 -0.6%
Bank of America
4
Bank of America
North Carolina
$18.1M -$10.9M -107,905 -38%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$15.5M +$1.83M +18,116 +14%
JIP
6
JBJ Investment Partners
South Carolina
$14.6M +$14.3M +140,980 New
FIM
7
Frontier Investment Management
Texas
$12M +$1.25M +12,399 +12%
MAG
8
Mokosak Advisory Group
Iowa
$10.8M -$63.9K -631 -0.6%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$7.89M -$68.7K -679 -0.9%
TCM
10
Towercrest Capital Management
Pennsylvania
$7.24M -$27K -267 -0.4%
SBL
11
Sargent Bickham Lagudis
Colorado
$6.97M +$6.69M +66,112 +6,314%
William Blair & Company
12
William Blair & Company
Illinois
$6.85M +$482K +4,761 +8%
AWMG
13
Alliance Wealth Management Group
New Jersey
$6.25M -$26.9K -266 -0.4%
SFA
14
Sequoia Financial Advisors
Ohio
$6.16M +$934K +9,227 +18%
Citadel Advisors
15
Citadel Advisors
Florida
$5.83M +$4.78M +47,210 +527%
ML
16
McAdam LLC
Pennsylvania
$5.2M +$227K +2,244 +5%
SPIA
17
Steward Partners Investment Advisory
New York
$4.84M +$51.2K +506 +1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.74M +$2.24M +22,169 +94%
PCM
19
Peak Capital Management
Colorado
$4.54M +$2.79M +27,551 +170%
HFS
20
HL Financial Services
Kentucky
$4.36M +$219K +2,160 +5%
FAAS
21
First Allied Advisory Services
California
$3.98M +$294K +2,901 +8%
UBS Group
22
UBS Group
Switzerland
$3.84M -$1.19M -11,709 -24%
AI
23
Atria Investments
North Carolina
$3.77M +$1.71M +16,889 +87%
EK
24
Evensky & Katz
Florida
$3.72M +$594K +5,869 +20%
LPL Financial
25
LPL Financial
California
$3.71M +$65.2K +644 +2%

CORP Hedge Fund Activity: Q1 2019 in Review

130 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q1 2019, worth a combined $350M — up 17% from $299M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CORP positions and 10 closed out — a net gain of 11 holders — while 58 added to existing stakes and 35 trimmed.

The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $24.2M. The largest seller was Jane Street, cutting an estimated $14M.

  • 130 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q1 2019, up from 120 in Q4 2018.
  • Funds reported $350M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q1 2019, up 17% quarter-over-quarter.
  • 21 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q1 2019 and 10 closed out, a net change of +11 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $24.2M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q1 2019 was Jane Street, an estimated $14M sold.

Based on aggregated 13F filings for Q1 2019.