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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

130 hedge funds and large institutions have $328M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 50 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+15
Holders Change %
+13.04%
% of All Funds
2.57%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
25
Increased
50
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$27.4M
TCM
2
Tradewinds Capital Management
Washington
$19.4M +$19.4M +176,180 New
Bank of America
3
Bank of America
North Carolina
$17.5M -$856K -7,786 -5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.1M +$2.99M +27,197 +27%
VWA
5
Visionary Wealth Advisors
Illinois
$13.6M +$13.6M +123,432 New
FIM
6
Frontier Investment Management
Texas
$13.3M +$55.2K +502 +0.4%
MAG
7
Mokosak Advisory Group
Iowa
$12.6M +$638K +5,800 +5%
SFA
8
Sequoia Financial Advisors
Ohio
$11.4M +$1.38M +12,559 +14%
Jane Street
9
Jane Street
New York
$9.23M -$6.14M -55,877 -40%
Wells Fargo
10
Wells Fargo
California
$8.93M -$4.31M -39,243 -33%
TCM
11
Towercrest Capital Management
Pennsylvania
$8.74M +$212K +1,930 +2%
AWMG
12
Alliance Wealth Management Group
New Jersey
$7.51M +$190K +1,729 +3%
William Blair & Company
13
William Blair & Company
Illinois
$7.21M +$49.4K +449 +0.7%
ML
14
McAdam LLC
Pennsylvania
$6.57M +$308K +2,802 +5%
Qube Research & Technologies (QRT)
15
Qube Research & Technologies (QRT)
United Kingdom
$6.1M +$6.1M +55,470 New
UBS Group
16
UBS Group
Switzerland
$5.86M +$203K +1,845 +4%
TI
17
tru Independence
Oregon
$5.42M +$5.42M +51,216 New
SPIA
18
Steward Partners Investment Advisory
New York
$5.32M +$79.4K +722 +2%
BSAM
19
Blue Sky Asset Management
Colorado
$4.85M +$4.85M +44,060 New
I
20
INVST
Indiana
$4.43M +$457K +4,153 +11%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$4.27M -$162K -1,469 -4%
LPL Financial
22
LPL Financial
California
$4.18M -$1.66M -15,103 -28%
SBL
23
Sargent Bickham Lagudis
Colorado
$4.14M -$1.88M -17,081 -31%
AF
24
Advisornet Financial
Minnesota
$4.11M +$369K +3,359 +10%
PCM
25
Peak Capital Management
Colorado
$3.94M -$535K -4,855 -12%