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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

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

47% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 34

16% more capital invested

Capital invested by funds: $282M → $328M (+$45.5M)

13% more funds holding

Funds holding: 115130 (+15)

8.19% more ownership

Funds ownership: 43.26%51.45% (+8.2%)

Holders
130
Holders Change
+15
Holders Change %
+13.04%
% of All Funds
2.56%
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
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$27.4M
TCM
2
Tradewinds Capital Management
Washington
$19.4M +$19.3M +176,180 New
Bank of America
3
Bank of America
North Carolina
$17.5M -$853K -7,786 -5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.1M +$2.98M +27,197 +27%
VWA
5
Visionary Wealth Advisors
Illinois
$13.6M +$13.5M +123,432 New
FIM
6
Frontier Investment Management
Texas
$13.3M +$55K +502 +0.4%
MAG
7
Mokosak Advisory Group
Iowa
$12.6M +$635K +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 -$6.12M -55,877 -40%
Wells Fargo
10
Wells Fargo
California
$8.93M -$4.3M -39,243 -33%
TCM
11
Towercrest Capital Management
Pennsylvania
$8.74M +$211K +1,930 +2%
AWMG
12
Alliance Wealth Management Group
New Jersey
$7.5M +$189K +1,729 +3%
William Blair & Company
13
William Blair & Company
Illinois
$7.21M +$49.2K +449 +0.7%
ML
14
McAdam LLC
Pennsylvania
$6.57M +$307K +2,802 +5%
Qube Research & Technologies (QRT)
15
Qube Research & Technologies (QRT)
United Kingdom
$6.1M +$6.08M +55,470 New
UBS Group
16
UBS Group
Switzerland
$5.86M +$202K +1,845 +4%
TI
17
tru Independence
Oregon
$5.42M +$5.61M +51,216 New
SPIA
18
Steward Partners Investment Advisory
New York
$5.32M +$79.1K +722 +2%
BSAM
19
Blue Sky Asset Management
Colorado
$4.84M +$4.83M +44,060 New
I
20
INVST
Indiana
$4.43M +$455K +4,153 +11%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$4.27M -$161K -1,469 -4%
LPL Financial
22
LPL Financial
California
$4.18M -$1.65M -15,103 -28%
SBL
23
Sargent Bickham Lagudis
Colorado
$4.14M -$1.87M -17,081 -31%
AF
24
Advisornet Financial
Minnesota
$4.11M +$368K +3,359 +10%
PCM
25
Peak Capital Management
Colorado
$3.94M -$532K -4,855 -12%

CORP Hedge Fund Activity: Q4 2019 in Review

130 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q4 2019, worth a combined $328M — up 16% from $282M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new CORP positions and 9 closed out — a net gain of 16 holders — while 50 added to existing stakes and 34 trimmed.

The largest buyer was Tradewinds Capital Management, opening a new position worth an estimated $19.3M. The largest seller was Jane Street, cutting an estimated $6.12M.

  • 130 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q4 2019, up from 115 in Q3 2019.
  • Funds reported $328M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q4 2019, up 16% quarter-over-quarter.
  • 25 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q4 2019 and 9 closed out, a net change of +16 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q4 2019 was Tradewinds Capital Management, an estimated $19.3M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q4 2019 was Jane Street, an estimated $6.12M sold.

Based on aggregated 13F filings for Q4 2019.