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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
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Overview Fund Activity

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
Holders
130
Holders Change
+10
Holders Change %
+8.33%
% of All Funds
2.82%
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
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$27.4M
2
SBL
Sargent Bickham Lagudis
Colorado
+$6.86M
3
Citadel Advisors
Citadel Advisors
Florida
+$4.9M
4
PCM
Peak Capital Management
Colorado
+$2.86M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.3M

Top Sellers

1
Jane Street
Jane Street
New York
-$14.3M
2
Bank of America
Bank of America
North Carolina
-$11.2M
3
Morgan Stanley
Morgan Stanley
New York
-$4.36M
4
Wells Fargo
Wells Fargo
California
-$3.63M
5
IA
IFP Advisors
Florida
-$1.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$55.4M +$605K +5,829 +1%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$27.4M +$27.4M +239,533 New
RJA
3
Raymond James & Associates
Florida
$23.1M -$139K -1,336 -0.6%
Bank of America
4
Bank of America
North Carolina
$18.1M -$11.2M -107,905 -38%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$15.5M +$1.88M +18,116 +14%
JIP
6
JBJ Investment Partners
South Carolina
$14.6M +$14.6M +140,980 New
FIM
7
Frontier Investment Management
Texas
$12M +$1.29M +12,399 +12%
MAG
8
Mokosak Advisory Group
Iowa
$10.8M -$65.5K -631 -0.6%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$7.89M -$70.4K -679 -0.9%
TCM
10
Towercrest Capital Management
Pennsylvania
$7.24M -$27.7K -267 -0.4%
SBL
11
Sargent Bickham Lagudis
Colorado
$6.97M +$6.86M +66,112 +6,314%
William Blair & Company
12
William Blair & Company
Illinois
$6.85M +$494K +4,761 +8%
AWMG
13
Alliance Wealth Management Group
New Jersey
$6.25M -$27.6K -266 -0.4%
SFA
14
Sequoia Financial Advisors
Ohio
$6.16M +$957K +9,227 +18%
Citadel Advisors
15
Citadel Advisors
Florida
$5.83M +$4.9M +47,210 +527%
ML
16
McAdam LLC
Pennsylvania
$5.2M +$233K +2,244 +5%
SPIA
17
Steward Partners Investment Advisory
New York
$4.84M +$52.5K +506 +1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.74M +$2.3M +22,169 +94%
PCM
19
Peak Capital Management
Colorado
$4.54M +$2.86M +27,551 +170%
HFS
20
HL Financial Services
Kentucky
$4.36M +$224K +2,160 +5%
FAAS
21
First Allied Advisory Services
California
$3.98M +$301K +2,901 +8%
UBS Group
22
UBS Group
Switzerland
$3.84M -$1.21M -11,709 -24%
AI
23
Atria Investments
North Carolina
$3.78M +$1.75M +16,889 +87%
EK
24
Evensky & Katz
Florida
$3.72M +$609K +5,869 +20%
LPL Financial
25
LPL Financial
California
$3.71M +$66.8K +644 +2%
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