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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
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Overview Fund Activity

138 hedge funds and large institutions have $458M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 59 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+4
Holders Change %
+2.99%
% of All Funds
2.21%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
20
Increased
46
Reduced
59
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCFM
Clear Creek Financial Management
Washington
+$8.48M
2
Jane Street
Jane Street
New York
+$6.01M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$5.02M
4
OIA
OneDigital Investment Advisors
Kansas
+$4.46M
5
Morgan Stanley
Morgan Stanley
New York
+$3.99M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$148M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$10.4M
3
Ameriprise
Ameriprise
Minnesota
-$4.92M
4
ML
McAdam LLC
Pennsylvania
-$3.01M
5
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
-$2.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$114M -$148M -1,539,843 -56%
Jane Street
2
Jane Street
New York
$16.5M +$6.01M +62,460 +57%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$15.6M -$10.4M -107,777 -40%
MAG
4
Mokosak Advisory Group
Iowa
$15.6M -$3.85K -40 -0%
Morgan Stanley
5
Morgan Stanley
New York
$14.6M +$3.99M +41,430 +38%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$12.9M +$3.05M +31,751 +31%
MIFH
7
Migdal Insurance & Financial Holdings
Israel
$10.9M +$2.19M +22,728 +25%
CWM
8
Cornerstone Wealth Management
Missouri
$10.5M +$10.5M +108,756 New
RIP
9
RAM Investment Partners
Washington
$9.92M +$1.52M +15,777 +18%
Bank of Nova Scotia
10
Bank of Nova Scotia
Ontario, Canada
$9.09M -$1.88M -19,534 -17%
VPP
11
Vertex Planning Partners
Illinois
$8.8M +$1.12M +11,662 +15%
LPL Financial
12
LPL Financial
California
$8.62M +$2.63M +27,307 +44%
SFA
13
Sequoia Financial Advisors
Ohio
$8.55M -$484K -5,028 -5%
CCFM
14
Clear Creek Financial Management
Washington
$8.48M +$8.48M +88,186 New
AWMG
15
Alliance Wealth Management Group
New Jersey
$8.38M -$1.13M -11,745 -12%
TCM
16
Towercrest Capital Management
Pennsylvania
$8.38M -$1.13M -11,745 -12%
Osaic Holdings
17
Osaic Holdings
Arizona
$8.15M +$1.28M +13,338 +19%
ML
18
McAdam LLC
Pennsylvania
$8.05M -$3.01M -31,326 -27%
W
19
WealthOne
New York
$7.7M -$653K -6,787 -8%
UBS Group
20
UBS Group
Switzerland
$7.66M +$2.32M +24,114 +43%
OIA
21
OneDigital Investment Advisors
Kansas
$7.47M +$4.46M +46,388 +148%
AFP
22
Ausdal Financial Partners
Iowa
$7.12M -$284K -2,950 -4%
CCFCSB
23
Cape Cod Five Cents Savings Bank
Massachusetts
$6.96M -$388K -4,036 -5%
SPIA
24
Steward Partners Investment Advisory
New York
$6.43M +$245K +2,542 +4%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$5.85M -$2.54M -26,390 -30%
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