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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

140 hedge funds and large institutions have $488M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

7% more capital invested

Capital invested by funds: $458M → $488M (+$30.2M)

1.92% more ownership

Funds ownership: 63.85%65.77% (+1.9%)

1% more funds holding

Funds holding: 138140 (+2)

4% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 55

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
140
Holders Change
+2
Holders Change %
+1.45%
% of All Funds
2.2%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
15
Increased
53
Reduced
55
Closed
13
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
$119M +$6.41M +67,332 +6%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$23M +$7.62M +80,019 +49%
Allianz Asset Management
3
Allianz Asset Management
Germany
$17.6M +$11.9M +125,340 +209%
LPL Financial
4
LPL Financial
California
$16.4M +$7.91M +83,113 +93%
Morgan Stanley
5
Morgan Stanley
New York
$16M +$1.57M +16,462 +11%
MAG
6
Mokosak Advisory Group
Iowa
$15.7M +$391K +4,107 +3%
Bank of Nova Scotia
7
Bank of Nova Scotia
Ontario, Canada
$14.8M +$5.85M +61,472 +65%
MIFH
8
Migdal Insurance & Financial Holdings
Israel
$14.7M +$4.01M +42,164 +37%
RIP
9
RAM Investment Partners
Washington
$12.8M +$3.02M +31,708 +31%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$11.1M -$1.66M -17,398 -13%
CCFM
11
Clear Creek Financial Management
Washington
$10M +$1.69M +17,699 +20%
OIA
12
OneDigital Investment Advisors
Kansas
$9.77M +$2.41M +25,333 +33%
ML
13
McAdam LLC
Pennsylvania
$9.42M +$1.48M +15,578 +19%
CWM
14
Cornerstone Wealth Management
Missouri
$9.31M -$1.01M -10,607 -10%
AWMG
15
Alliance Wealth Management Group
New Jersey
$8.26M -$5.52K -58 -0.1%
TCM
16
Towercrest Capital Management
Pennsylvania
$8.26M -$5.52K -58 -0.1%
SFA
17
Sequoia Financial Advisors
Ohio
$7.77M -$667K -7,007 -8%
Osaic Holdings
18
Osaic Holdings
Arizona
$7.57M -$466K -4,890 -6%
UBS Group
19
UBS Group
Switzerland
$7.2M -$357K -3,745 -5%
W
20
WealthOne
New York
$6.87M -$728K -7,644 -10%
AFP
21
Ausdal Financial Partners
Iowa
$6.75M -$272K -2,860 -4%
CCFCSB
22
Cape Cod Five Cents Savings Bank
Massachusetts
$6.65M -$213K -2,242 -3%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$6.51M +$743K +7,805 +13%
SPIA
24
Steward Partners Investment Advisory
New York
$6.47M +$127K +1,336 +2%
EK
25
Evensky & Katz
Florida
$5.87M +$770K +8,081 +15%

CORP Hedge Fund Activity: Q2 2023 in Review

140 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q2 2023, worth a combined $488M — up 6.6% from $458M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CORP positions and 13 closed out — a net gain of 2 holders — while 53 added to existing stakes and 55 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $11.9M. The largest seller was Jane Street, cutting an estimated $15.3M.

  • 140 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q2 2023, up from 138 in Q1 2023.
  • Funds reported $488M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q2 2023, up 6.6% quarter-over-quarter.
  • 15 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q2 2023 and 13 closed out, a net change of +2 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q2 2023 was Allianz Asset Management, an estimated $11.9M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q2 2023 was Jane Street, an estimated $15.3M sold.

Based on aggregated 13F filings for Q2 2023.