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

136 hedge funds and large institutions have $430M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+6
Holders Change %
+4.62%
% of All Funds
2.41%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
19
Increased
59
Reduced
31
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$33.6M
2
AO
Advisor OS
Illinois
+$25.8M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$4.54M
4
CGFA
Colton Groome Financial Advisors
North Carolina
+$3.31M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.76M

Top Sellers

1
Jane Street
Jane Street
New York
-$35.5M
2
TCM
Tradewinds Capital Management
Washington
-$19.6M
3
SL
Systelligence LLC
Minnesota
-$7.86M
4
UBS Group
UBS Group
Switzerland
-$1.21M
5
Wells Fargo
Wells Fargo
California
-$969K
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$33.6M +$33.6M +286,661 New
Bank of America
2
Bank of America
North Carolina
$32.6M +$1.18M +10,111 +4%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$27.4M – – –
AO
4
Advisor OS
Illinois
$25.8M +$25.8M +251,704 New
Wells Fargo
5
Wells Fargo
California
$18.3M -$969K -8,280 -5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$17.5M +$576K +4,917 +3%
MAG
7
Mokosak Advisory Group
Iowa
$15.5M +$913K +7,797 +6%
SFA
8
Sequoia Financial Advisors
Ohio
$14.7M -$29.4K -251 -0.2%
TCM
9
Towercrest Capital Management
Pennsylvania
$11.5M -$528K -4,514 -4%
Financial Engines Advisors
10
Financial Engines Advisors
California
$10.7M +$2.58M +22,035 +32%
5L
11
55I LLC
Massachusetts
$10.4M +$2.08M +17,787 +25%
AWMG
12
Alliance Wealth Management Group
New Jersey
$10.4M -$528K -4,514 -5%
ML
13
McAdam LLC
Pennsylvania
$8.44M +$469K +4,069 +6%
Qube Research & Technologies (QRT)
14
Qube Research & Technologies (QRT)
United Kingdom
$7.94M +$4.54M +38,808 +134%
W
15
WealthOne
New York
$7.86M +$811K +6,931 +12%
William Blair & Company
16
William Blair & Company
Illinois
$7.83M +$83.5K +713 +1%
AFP
17
Ausdal Financial Partners
Iowa
$7.48M +$1.25M +10,642 +20%
AF
18
Advisornet Financial
Minnesota
$7.38M +$2.58M +22,001 +54%
SW
19
Signify Wealth
Missouri
$7.28M +$7.28M +62,187 New
I
20
INVST
Indiana
$6.89M +$1.19M +10,162 +21%
MSFS
21
Main Street Financial Solutions
Pennsylvania
$6.54M +$6.54M +55,828 New
CGFA
22
Colton Groome Financial Advisors
North Carolina
$6.34M +$3.31M +28,252 +109%
SPIA
23
Steward Partners Investment Advisory
New York
$6.25M +$195K +1,662 +3%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$5.67M +$2.32M +19,811 +69%
LPL Financial
25
LPL Financial
California
$5.34M +$352K +3,008 +7%
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