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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

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

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

2% more funds holding

Funds holding: 133 → 135 (+2)

2% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 46

0% less capital invested

Capital invested by funds: $410M → $409M (-$976K)

1.49% less ownership

Funds ownership: 52.94% → 51.45% (-1.5%)

Holders
135
Holders Change
+2
Holders Change %
+1.5%
% of All Funds
2.35%
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

Rank Fund Capital Flow
1
F
F3Logic
Minnesota
+$5.18M
2
SCM
SevenOneSeven Capital Management
Pennsylvania
+$4.64M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.33M
4
Morgan Stanley
Morgan Stanley
New York
+$3.29M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.19M

Top Sellers

Rank Fund Capital Flow
1
HI
Harbour Investments
Wisconsin
-$23M
2
Jane Street
Jane Street
New York
-$17.2M
3
MSFS
Main Street Financial Solutions
Pennsylvania
-$6.7M
4
OPWM
Oxinas Partners Wealth Management
Indiana
-$4.29M
5
SW
Signify Wealth
Missouri
-$2.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$35.6M +$664K +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 -$814K -7,215 -3%
MAG
4
Mokosak Advisory Group
Iowa
$18M +$705K +6,252 +4%
Wells Fargo
5
Wells Fargo
California
$15.7M -$1.02M -9,070 -6%
SFA
6
Sequoia Financial Advisors
Ohio
$15.3M +$456K +4,039 +3%
5L
7
55I LLC
Massachusetts
$14.3M +$2.28M +20,174 +19%
TCM
8
Towercrest Capital Management
Pennsylvania
$13.1M +$950K +8,422 +8%
Financial Engines Advisors
9
Financial Engines Advisors
California
$12.4M -$507K -4,499 -4%
AWMG
10
Alliance Wealth Management Group
New Jersey
$12M +$950K +8,422 +9%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$11.5M -$136K -1,209 -1%
ML
12
McAdam LLC
Pennsylvania
$10.9M +$1.62M +14,395 +18%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$10.5M +$4.33M +38,385 +72%
AFP
14
Ausdal Financial Partners
Iowa
$9.56M +$804K +7,126 +9%
AF
15
Advisornet Financial
Minnesota
$8.64M +$459K +4,065 +6%
W
16
WealthOne
New York
$8.19M +$237K +2,097 +3%
Truist Financial
17
Truist Financial
North Carolina
$7.57M +$2.78M +24,665 +59%
EK
18
Evensky & Katz
Florida
$7.31M +$2.49M +22,067 +53%
LPL Financial
19
LPL Financial
California
$7.26M +$1.69M +14,971 +31%
Morgan Stanley
20
Morgan Stanley
New York
$7.24M +$3.29M +29,131 +85%
I
21
INVST
Indiana
$7.2M +$333K +2,950 +5%
SPIA
22
Steward Partners Investment Advisory
New York
$6.49M +$166K +1,470 +3%
UBS Group
23
UBS Group
Switzerland
$5.27M +$6.54K +58 +0.1%
F
24
F3Logic
Minnesota
$5.26M +$5.18M +45,907 New
VAS
25
Valicenti Advisory Services
New York
$5.09M +$1.8K +16 +0%
1
2 3 4 5

CORP Hedge Fund Activity: Q2 2021 in Review

135 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q2 2021, worth a combined $409M — down 0.24% from $410M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CORP positions and 12 closed out — a net gain of 4 holders — while 47 added to existing stakes and 46 trimmed.

The largest buyer was F3Logic, opening a new position worth an estimated $5.18M. The largest seller was Harbour Investments, cutting an estimated $23M.

  • 135 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q2 2021, up from 133 in Q1 2021.
  • Funds reported $409M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q2 2021, down 0.24% quarter-over-quarter.
  • 16 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q2 2021 and 12 closed out, a net change of +4 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q2 2021 was F3Logic, an estimated $5.18M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q2 2021 was Harbour Investments, an estimated $23M sold.

Based on aggregated 13F filings for Q2 2021.