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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

134 hedge funds and large institutions have $566M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 9

52% more capital invested

Capital invested by funds: $372M → $566M (+$194M)

26% more funds holding

Funds holding: 106 → 134 (+28)

21% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 38

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

1.15% less ownership

Funds ownership: 63.96% → 62.81% (-1.2%)

Holders
134
Holders Change
+28
Holders Change %
+26.42%
% of All Funds
2.15%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
39
Increased
46
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$102M
2
Jane Street
Jane Street
New York
+$10M
3
CCFCSB
Cape Cod Five Cents Savings Bank
Massachusetts
+$7.06M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$4.66M
5
Cerity Partners
Cerity Partners
New York
+$4.5M

Top Sellers

1
BCM
Barden Capital Management
Texas
-$4.19M
2
SCM
SevenOneSeven Capital Management
Pennsylvania
-$3.72M
3
SFS
Security Financial Services
Indiana
-$871K
4
HighTower Advisors
HighTower Advisors
Illinois
-$835K
5
SFA
Sequoia Financial Advisors
Ohio
-$760K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$254M +$102M +1,100,514 +68%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$25.1M +$1.32M +14,327 +6%
MAG
3
Mokosak Advisory Group
Iowa
$15.1M +$906K +9,807 +6%
ML
4
McAdam LLC
Pennsylvania
$13M +$2.29M +24,741 +27%
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$10.6M +$4.66M +50,425 +79%
Morgan Stanley
6
Morgan Stanley
New York
$10.3M +$4.49M +48,627 +79%
Jane Street
7
Jane Street
New York
$10.1M +$10M +108,732 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$9.56M +$897K +9,712 +10%
AWMG
9
Alliance Wealth Management Group
New Jersey
$9.19M -$372K -4,025 -4%
TCM
10
Towercrest Capital Management
Pennsylvania
$9.19M -$372K -4,025 -4%
SFA
11
Sequoia Financial Advisors
Ohio
$8.74M -$760K -8,223 -8%
MIFH
12
Migdal Insurance & Financial Holdings
Israel
$8.45M +$2.34M +25,292 +39%
RIP
13
RAM Investment Partners
Washington
$8.12M +$8.06M +87,293 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$8.11M +$1.76M +19,103 +28%
W
15
WealthOne
New York
$8.08M -$639K -6,913 -7%
VPP
16
Vertex Planning Partners
Illinois
$7.42M +$7.37M +79,800 New
AFP
17
Ausdal Financial Partners
Iowa
$7.16M -$508K -5,497 -7%
CCFCSB
18
Cape Cod Five Cents Savings Bank
Massachusetts
$7.11M +$7.06M +76,409 New
Osaic Holdings
19
Osaic Holdings
Arizona
$6.64M +$3.22M +34,819 +96%
SPIA
20
Steward Partners Investment Advisory
New York
$5.98M +$107K +1,160 +2%
LPL Financial
21
LPL Financial
California
$5.79M +$487K +5,266 +9%
I
22
INVST
Indiana
$5.69M -$512K -5,542 -9%
PWP
23
Perfromance Wealth Partners
Illinois
$5.67M -$115K -1,246 -2%
UBS Group
24
UBS Group
Switzerland
$5.16M +$3.81M +41,216 +288%
Ameriprise
25
Ameriprise
Minnesota
$5.06M +$4.49M +48,595 +770%
1
2 3 4 5

CORP Hedge Fund Activity: Q4 2022 in Review

134 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q4 2022, worth a combined $566M — up 52% from $372M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new CORP positions and 9 closed out — a net gain of 30 holders — while 46 added to existing stakes and 38 trimmed.

The largest buyer was Bank of America, adding an estimated $102M. The largest seller was Barden Capital Management, cutting an estimated $4.19M.

  • 134 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q4 2022, up from 106 in Q3 2022.
  • Funds reported $566M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q4 2022, up 52% quarter-over-quarter.
  • 39 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q4 2022 and 9 closed out, a net change of +30 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q4 2022 was Bank of America, an estimated $102M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q4 2022 was Barden Capital Management, an estimated $4.19M sold.

Based on aggregated 13F filings for Q4 2022.