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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

134 hedge funds and large institutions have $410M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.16% more ownership

Funds ownership: 54.4%58.56% (+4.2%)

4% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 52

6% less funds holding

Funds holding: 143134 (-9)

7% less capital invested

Capital invested by funds: $440M → $410M (-$30.2M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

41% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 17

Holders
134
Holders Change
-9
Holders Change %
-6.29%
% of All Funds
2.11%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
10
Increased
54
Reduced
52
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$57.1M +$33M +307,375 +127%
HighTower Advisors
2
HighTower Advisors
Illinois
$45.4M +$3.25M +30,274 +7%
MAG
3
Mokosak Advisory Group
Iowa
$18.4M +$1.44M +13,384 +8%
Citadel Advisors
4
Citadel Advisors
Florida
$17.8M +$15.6M +145,744 +583%
5L
5
55I LLC
Massachusetts
$16.2M +$1.32M +12,289 +9%
Jane Street
6
Jane Street
New York
$13.2M +$4.01M +37,408 +42%
SFA
7
Sequoia Financial Advisors
Ohio
$12.9M -$439K -4,091 -3%
ML
8
McAdam LLC
Pennsylvania
$11.9M -$92.6K -863 -0.8%
TCM
9
Towercrest Capital Management
Pennsylvania
$11.6M -$510K -4,759 -4%
AWMG
10
Alliance Wealth Management Group
New Jersey
$11.6M +$305K +2,843 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$10.9M -$320K -2,981 -3%
Financial Engines Advisors
12
Financial Engines Advisors
California
$10.7M -$329K -3,068 -3%
Wells Fargo
13
Wells Fargo
California
$10.6M -$5.24M -48,867 -32%
W
14
WealthOne
New York
$10.1M +$222K +2,071 +2%
AFP
15
Ausdal Financial Partners
Iowa
$10.1M -$129K -1,200 -1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$7.66M +$326K +3,035 +4%
PWP
17
Perfromance Wealth Partners
Illinois
$6.8M +$72.1K +672 +1%
SCM
18
SevenOneSeven Capital Management
Pennsylvania
$6.56M +$84.1K +784 +1%
SPIA
19
Steward Partners Investment Advisory
New York
$6.41M +$171K +1,594 +3%
Morgan Stanley
20
Morgan Stanley
New York
$6.4M -$1.44M -13,453 -18%
I
21
INVST
Indiana
$6.12M -$218K -2,032 -3%
BCM
22
Barden Capital Management
Texas
$5.4M +$327K +3,046 +6%
LPL Financial
23
LPL Financial
California
$5.26M -$1.46M -13,585 -21%
Bank of Nova Scotia
24
Bank of Nova Scotia
Ontario, Canada
$5.11M +$1.26M +11,730 +31%
UBS Group
25
UBS Group
Switzerland
$5.08M -$117K -1,090 -2%

CORP Hedge Fund Activity: Q1 2022 in Review

134 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q1 2022, worth a combined $410M — down 6.9% from $440M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of CORP and 10 opened new positions — a net loss of 7 holders — while 52 trimmed existing stakes and 54 added.

The largest buyer was Bank of America, adding an estimated $33M. The largest seller was Tradewinds Capital Management, cutting an estimated $19.6M.

  • 134 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q1 2022, down from 143 in Q4 2021.
  • Funds reported $410M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q1 2022, down 6.9% quarter-over-quarter.
  • 10 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q1 2022 and 17 closed out, a net change of -7 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q1 2022 was Bank of America, an estimated $33M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q1 2022 was Tradewinds Capital Management, an estimated $19.6M sold.

Based on aggregated 13F filings for Q1 2022.