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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

122 hedge funds and large institutions have $337M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2020 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

6.48% more ownership

Funds ownership: 51.45%57.93% (+6.5%)

3% more capital invested

Capital invested by funds: $328M → $337M (+$8.91M)

2% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 42

6% less funds holding

Funds holding: 130122 (-8)

19% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 27

Holders
122
Holders Change
-8
Holders Change %
-6.15%
% of All Funds
2.69%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
22
Increased
41
Reduced
42
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1
Tradewinds Capital Management
Washington
$32.4M +$14.2M +130,020 +74%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$27.4M
Jane Street
3
Jane Street
New York
$23.3M +$14.9M +136,380 +162%
Bank of America
4
Bank of America
North Carolina
$16.1M -$776K -7,087 -4%
Citadel Advisors
5
Citadel Advisors
Florida
$15.7M +$16.2M +148,077 New
FIM
6
Frontier Investment Management
Texas
$14.4M +$1.62M +14,774 +12%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$13.3M -$202K -1,847 -1%
MAG
8
Mokosak Advisory Group
Iowa
$12.6M +$532K +4,864 +4%
SFA
9
Sequoia Financial Advisors
Ohio
$12.1M +$1.23M +11,280 +11%
Wells Fargo
10
Wells Fargo
California
$10.9M +$2.36M +21,605 +27%
TCM
11
Towercrest Capital Management
Pennsylvania
$8.71M +$301K +2,746 +3%
AWMG
12
Alliance Wealth Management Group
New Jersey
$7.6M +$392K +3,581 +5%
William Blair & Company
13
William Blair & Company
Illinois
$7.02M +$76.1K +695 +1%
ML
14
McAdam LLC
Pennsylvania
$6.57M +$254K +2,321 +4%
AF
15
Advisornet Financial
Minnesota
$6.03M +$2.14M +19,547 +52%
5L
16
55I LLC
Massachusetts
$5.81M +$2.26M +20,666 +64%
SPIA
17
Steward Partners Investment Advisory
New York
$5.5M +$389K +3,554 +7%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$5.27M -$623K -5,692 -10%
UBS Group
19
UBS Group
Switzerland
$5.1M -$555K -5,072 -10%
VWA
20
Visionary Wealth Advisors
Illinois
$4.87M -$8.47M -77,393 -63%
I
21
INVST
Indiana
$4.64M +$458K +4,186 +10%
W
22
WealthOne
New York
$4.38M +$1.33M +12,112 +41%
PCM
23
Peak Capital Management
Colorado
$3.91M +$130K +1,186 +3%
BCM
24
Boltwood Capital Management
California
$3.82M +$257K +2,351 +7%
SBL
25
Sargent Bickham Lagudis
Colorado
$3.75M -$237K -2,163 -6%

CORP Hedge Fund Activity: Q1 2020 in Review

122 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q1 2020, worth a combined $337M — up 2.7% from $328M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of CORP and 22 opened new positions — a net loss of 5 holders — while 42 trimmed existing stakes and 41 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $16.2M. The largest seller was Visionary Wealth Advisors, cutting an estimated $8.47M.

  • 122 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q1 2020, down from 130 in Q4 2019.
  • Funds reported $337M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q1 2020, up 2.7% quarter-over-quarter.
  • 22 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q1 2020 and 27 closed out, a net change of -5 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q1 2020 was Citadel Advisors, an estimated $16.2M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q1 2020 was Visionary Wealth Advisors, an estimated $8.47M sold.

Based on aggregated 13F filings for Q1 2020.