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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

106 hedge funds and large institutions have $372M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 35 increasing their positions, 51 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $342M → $372M (+$30M)

4.98% more ownership

Funds ownership: 58.97%63.96% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

13% less funds holding

Funds holding: 122106 (-16)

31% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 51

80% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 20

Holders
106
Holders Change
-16
Holders Change %
-13.11%
% of All Funds
1.83%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
4
Increased
35
Reduced
51
Closed
20
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
$148M +$88M +912,924 +128%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$23.3M +$5.47M +56,719 +29%
MAG
3
Mokosak Advisory Group
Iowa
$13.9M -$826K -8,566 -5%
AWMG
4
Alliance Wealth Management Group
New Jersey
$9.38M -$557K -5,774 -5%
TCM
5
Towercrest Capital Management
Pennsylvania
$9.38M -$557K -5,774 -5%
SFA
6
Sequoia Financial Advisors
Ohio
$9.32M -$1.21M -12,517 -11%
W
7
WealthOne
New York
$8.55M +$52.7K +547 +0.6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$8.49M -$62.2K -645 -0.7%
ML
9
McAdam LLC
Pennsylvania
$8.24M -$293K -3,041 -3%
AFP
10
Ausdal Financial Partners
Iowa
$7.53M -$662K -6,866 -8%
SCM
11
SevenOneSeven Capital Management
Pennsylvania
$6.78M +$944K +9,792 +15%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$6.21M +$1.02M +10,605 +18%
MIFH
13
Migdal Insurance & Financial Holdings
Israel
$5.96M +$5.4M +55,999 +603%
Bank of Nova Scotia
14
Bank of Nova Scotia
Ontario, Canada
$5.79M
I
15
INVST
Indiana
$5.79M +$33.6K +348 +0.5%
SPIA
16
Steward Partners Investment Advisory
New York
$5.76M -$6.36K -66 -0.1%
PWP
17
Perfromance Wealth Partners
Illinois
$5.68M -$16.1K -167 -0.3%
Morgan Stanley
18
Morgan Stanley
New York
$5.64M -$401K -4,159 -6%
LPL Financial
19
LPL Financial
California
$5.2M +$1.68M +17,463 +44%
BCM
20
Barden Capital Management
Texas
$4.84M -$278K -2,878 -5%
Financial Engines Advisors
21
Financial Engines Advisors
California
$4.56M -$4.93M -51,152 -51%
CCM
22
Covington Capital Management
California
$4.44M +$214K +2,215 +5%
HighTower Advisors
23
HighTower Advisors
Illinois
$3.47M -$39.1M -405,794 -91%
Osaic Holdings
24
Osaic Holdings
Arizona
$3.33M +$2.02M +20,911 +135%
ICM
25
Islay Capital Management
Texas
$3.31M +$2.28M +23,688 +188%

CORP Hedge Fund Activity: Q3 2022 in Review

106 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q3 2022, worth a combined $372M — up 8.8% from $342M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of CORP and 4 opened new positions — a net loss of 16 holders — while 51 trimmed existing stakes and 35 added.

The largest buyer was Bank of America, adding an estimated $88M. The largest seller was HighTower Advisors, cutting an estimated $39.1M.

  • 106 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q3 2022, down from 122 in Q2 2022.
  • Funds reported $372M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q3 2022, up 8.8% quarter-over-quarter.
  • 4 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q3 2022 and 20 closed out, a net change of -16 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q3 2022 was Bank of America, an estimated $88M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q3 2022 was HighTower Advisors, an estimated $39.1M sold.

Based on aggregated 13F filings for Q3 2022.