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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

143 hedge funds and large institutions have $440M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 58 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

93% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 30

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

16% more capital invested

Capital invested by funds: $380M → $440M (+$60.3M)

14% more funds holding

Funds holding: 125143 (+18)

7.76% more ownership

Funds ownership: 46.64%54.4% (+7.8%)

Holders
143
Holders Change
+18
Holders Change %
+14.4%
% of All Funds
2.2%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
29
Increased
58
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$45.7M +$6.18M +54,585 +16%
Bank of America
2
Bank of America
North Carolina
$27.2M +$2.11M +18,608 +8%
TCM
3
Tradewinds Capital Management
Washington
$23M +$23.1M +203,743 +239,698%
MAG
4
Mokosak Advisory Group
Iowa
$18.5M +$784K +6,921 +4%
Wells Fargo
5
Wells Fargo
California
$17M +$1.21M +10,669 +8%
5L
6
55I LLC
Massachusetts
$16.2M +$295K +2,603 +2%
SFA
7
Sequoia Financial Advisors
Ohio
$14.4M +$9.82M +86,625 +210%
TCM
8
Towercrest Capital Management
Pennsylvania
$13.1M +$108K +952 +0.8%
ML
9
McAdam LLC
Pennsylvania
$13M +$587K +5,185 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$12.2M +$565K +4,986 +5%
AWMG
11
Alliance Wealth Management Group
New Jersey
$12.2M +$108K +952 +0.9%
Financial Engines Advisors
12
Financial Engines Advisors
California
$12M +$5.98M +52,754 +99%
AFP
13
Ausdal Financial Partners
Iowa
$11.1M +$732K +6,457 +7%
W
14
WealthOne
New York
$10.7M +$1.71M +15,103 +19%
Jane Street
15
Jane Street
New York
$10.1M -$4.96M -43,742 -33%
EK
16
Evensky & Katz
Florida
$8.9M +$1.01M +8,918 +13%
Morgan Stanley
17
Morgan Stanley
New York
$8.45M +$62.5K +552 +0.7%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$7.95M -$2.01M -17,740 -20%
AF
19
Advisornet Financial
Minnesota
$7.95M -$302K -2,665 -4%
PWP
20
Perfromance Wealth Partners
Illinois
$7.29M +$7.32M +64,619 New
LPL Financial
21
LPL Financial
California
$7.23M +$311K +2,742 +4%
SCM
22
SevenOneSeven Capital Management
Pennsylvania
$7.02M +$2.23M +19,679 +46%
I
23
INVST
Indiana
$6.87M +$143K +1,263 +2%
SPIA
24
Steward Partners Investment Advisory
New York
$6.77M +$173K +1,525 +3%
UBS Group
25
UBS Group
Switzerland
$5.62M +$129K +1,135 +2%

CORP Hedge Fund Activity: Q4 2021 in Review

143 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q4 2021, worth a combined $440M — up 16% from $380M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CORP positions and 9 closed out — a net gain of 20 holders — while 58 added to existing stakes and 30 trimmed.

The largest buyer was Tradewinds Capital Management, adding an estimated $23.1M. The largest seller was Jane Street, cutting an estimated $4.96M.

  • 143 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q4 2021, up from 125 in Q3 2021.
  • Funds reported $440M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q4 2021, up 16% quarter-over-quarter.
  • 29 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q4 2021 and 9 closed out, a net change of +20 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q4 2021 was Tradewinds Capital Management, an estimated $23.1M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q4 2021 was Jane Street, an estimated $4.96M sold.

Based on aggregated 13F filings for Q4 2021.