We are live on ! Find out more
CORP icon

PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

133 hedge funds and large institutions have $410M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 44

0.27% less ownership

Funds ownership: 53.21%52.94% (-0.27%)

5% less capital invested

Capital invested by funds: $430M → $410M (-$20.7M)

2% less funds holding

Funds holding: 136133 (-3)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
133
Holders Change
-3
Holders Change %
-2.21%
% of All Funds
2.34%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
13
Increased
51
Reduced
44
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$34M +$2.14M +18,781 +7%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$27.4M
Bank of America
3
Bank of America
North Carolina
$23.8M -$7.44M -65,426 -23%
HI
4
Harbour Investments
Wisconsin
$23.3M +$23.8M +208,941 New
Jane Street
5
Jane Street
New York
$17.2M +$15.9M +139,956 +967%
MAG
6
Mokosak Advisory Group
Iowa
$16.8M +$2.08M +18,281 +14%
Wells Fargo
7
Wells Fargo
California
$16.3M -$1.06M -9,321 -6%
SFA
8
Sequoia Financial Advisors
Ohio
$14.4M +$378K +3,322 +3%
Financial Engines Advisors
9
Financial Engines Advisors
California
$12.6M +$2.42M +21,270 +23%
TCM
10
Towercrest Capital Management
Pennsylvania
$11.8M +$909K +7,991 +8%
5L
11
55I LLC
Massachusetts
$11.6M +$1.78M +15,648 +18%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$11.3M -$5.44M -47,806 -32%
AWMG
13
Alliance Wealth Management Group
New Jersey
$10.8M +$911K +8,012 +9%
ML
14
McAdam LLC
Pennsylvania
$8.93M +$792K +6,966 +10%
AFP
15
Ausdal Financial Partners
Iowa
$8.51M +$1.42M +12,487 +20%
AF
16
Advisornet Financial
Minnesota
$7.95M +$953K +8,382 +13%
W
17
WealthOne
New York
$7.74M +$263K +2,313 +3%
I
18
INVST
Indiana
$6.71M +$95.2K +837 +1%
MSFS
19
Main Street Financial Solutions
Pennsylvania
$6.7M +$491K +4,315 +8%
SPIA
20
Steward Partners Investment Advisory
New York
$6.15M +$213K +1,874 +4%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$5.96M +$578K +5,079 +10%
LPL Financial
22
LPL Financial
California
$5.4M +$324K +2,852 +6%
SW
23
Signify Wealth
Missouri
$5.37M -$1.59M -14,022 -23%
UBS Group
24
UBS Group
Switzerland
$5.12M +$939K +8,254 +22%
CGFA
25
Colton Groome Financial Advisors
North Carolina
$4.98M -$1.07M -9,437 -17%

CORP Hedge Fund Activity: Q1 2021 in Review

133 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q1 2021, worth a combined $410M — down 4.8% from $430M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of CORP and 13 opened new positions — a net loss of 3 holders — while 44 trimmed existing stakes and 51 added.

The largest buyer was Jane Street, adding an estimated $15.9M. The largest seller was Advisor OS, cutting an estimated $27.5M.

  • 133 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q1 2021, down from 136 in Q4 2020.
  • Funds reported $410M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q1 2021, down 4.8% quarter-over-quarter.
  • 13 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q1 2021 and 16 closed out, a net change of -3 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q1 2021 was Jane Street, an estimated $15.9M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q1 2021 was Advisor OS, an estimated $27.5M sold.

Based on aggregated 13F filings for Q1 2021.