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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

139 hedge funds and large institutions have $486M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 13 closing their positions.

Holders
139
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
2.19%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
14
Increased
53
Reduced
55
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$119M 1,254,795 +67,332 +6%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$23M 241,992 +80,019 +49%
Allianz Asset Management
3
Allianz Asset Management
Germany
$17.6M 185,412 +125,340 +209%
LPL Financial
4
LPL Financial
California
$16.4M 172,669 +83,113 +93%
Morgan Stanley
5
Morgan Stanley
New York
$16M 168,303 +16,462 +11%
MAG
6
Mokosak Advisory Group
Iowa
$15.7M 165,947 +4,107 +3%
Bank of Nova Scotia
7
Bank of Nova Scotia
Ontario, Canada
$14.8M 155,908 +61,472 +65%
MIFH
8
Migdal Insurance & Financial Holdings
Israel
$14.7M 155,471 +42,164 +37%
RIP
9
RAM Investment Partners
Washington
$12.8M 134,778 +31,708 +31%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$11.1M 117,124 -17,398 -13%
CCFM
11
Clear Creek Financial Management
Washington
$10M 105,885 +17,699 +20%
OIA
12
OneDigital Investment Advisors
Kansas
$9.77M 102,964 +25,333 +33%
ML
13
McAdam LLC
Pennsylvania
$9.42M 99,289 +15,578 +19%
CWM
14
Cornerstone Wealth Management
Missouri
$9.31M 98,149 -10,607 -10%
TCM
15
Towercrest Capital Management
Pennsylvania
$8.26M 87,039 -58 -0.1%
AWMG
16
Alliance Wealth Management Group
New Jersey
$8.26M 87,039 -58 -0.1%
SFA
17
Sequoia Financial Advisors
Ohio
$7.77M 81,896 -7,007 -8%
Osaic Holdings
18
Osaic Holdings
Arizona
$7.57M 79,699 -4,890 -6%
UBS Group
19
UBS Group
Switzerland
$7.2M 75,879 -3,745 -5%
W
20
WealthOne
New York
$6.87M 72,405 -7,644 -10%
AFP
21
Ausdal Financial Partners
Iowa
$6.75M 71,191 -2,860 -4%
CCFCSB
22
Cape Cod Five Cents Savings Bank
Massachusetts
$6.65M 70,131 -2,242 -3%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$6.51M 68,584 +7,805 +13%
SPIA
24
Steward Partners Investment Advisory
New York
$6.47M 68,208 +1,336 +2%
EK
25
Evensky & Katz
Florida
$5.87M 61,882 +8,081 +15%