CORP icon

PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

Overview Fund Activity

135 hedge funds and large institutions have $409M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+2
Holders Change %
+1.5%
% of All Funds
2.36%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
16
Increased
47
Reduced
46
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
F
F3Logic
Minnesota
$5.26M
2
SCM
SevenOneSeven Capital Management
Pennsylvania
$4.71M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.5M
4
Morgan Stanley
Morgan Stanley
New York
$7.24M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.23M

Top Sellers

1
HI
Harbour Investments
Wisconsin
$551K
2
Jane Street
Jane Street
New York
$0
3
MSFS
Main Street Financial Solutions
Pennsylvania
$0
4
OPWM
Oxinas Partners Wealth Management
Indiana
$260K
5
SW
Signify Wealth
Missouri
$2.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$35.6M +$674K +5,886 +2%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$27.4M – – –
Bank of America
3
Bank of America
North Carolina
$23.6M -$826K -7,215 -3%
MAG
4
Mokosak Advisory Group
Iowa
$18M +$716K +6,252 +4%
Wells Fargo
5
Wells Fargo
California
$15.7M -$1.04M -9,070 -6%
SFA
6
Sequoia Financial Advisors
Ohio
$15.3M +$462K +4,039 +3%
5L
7
55I LLC
Massachusetts
$14.3M +$2.31M +20,174 +19%
TCM
8
Towercrest Capital Management
Pennsylvania
$13.1M +$964K +8,422 +8%
Financial Engines Advisors
9
Financial Engines Advisors
California
$12.4M -$515K -4,499 -4%
AWMG
10
Alliance Wealth Management Group
New Jersey
$12M +$964K +8,422 +9%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$11.5M -$138K -1,209 -1%
ML
12
McAdam LLC
Pennsylvania
$10.9M +$1.67M +14,395 +18%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$10.5M +$4.39M +38,385 +72%
AFP
14
Ausdal Financial Partners
Iowa
$9.56M +$816K +7,126 +9%
AF
15
Advisornet Financial
Minnesota
$8.64M +$465K +4,065 +6%
W
16
WealthOne
New York
$8.19M +$240K +2,097 +3%
Truist Financial
17
Truist Financial
North Carolina
$7.57M +$2.82M +24,665 +59%
EK
18
Evensky & Katz
Florida
$7.31M +$2.53M +22,067 +53%
LPL Financial
19
LPL Financial
California
$7.26M +$1.71M +14,971 +31%
Morgan Stanley
20
Morgan Stanley
New York
$7.24M +$3.33M +29,131 +85%
I
21
INVST
Indiana
$7.2M +$339K +2,950 +5%
SPIA
22
Steward Partners Investment Advisory
New York
$6.49M +$168K +1,470 +3%
UBS Group
23
UBS Group
Switzerland
$5.27M +$6.64K +58 +0.1%
F
24
F3Logic
Minnesota
$5.26M +$5.26M +45,907 New
VAS
25
Valicenti Advisory Services
New York
$5.09M +$1.83K +16 +0%
1
2 3 4 5