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

159 hedge funds and large institutions have $826M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 50 reducing their positions, and 10 closing their positions.

Holders
159
Holders Change
+13
Holders Change %
+8.9%
% of All Funds
2.31%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
24
Increased
65
Reduced
50
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$96.7M
2
LPL Financial
2
LPL Financial
California
$52.6M
3
TCM
3
Tradewinds Capital Management
Washington
$12M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$11.2M
5
AF
5
Allworth Financial
California
$9.99M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$139M
2
Morgan Stanley
2
Morgan Stanley
New York
$53.4M
3
Jane Street
3
Jane Street
New York
$7.32M
4
FF
4
Financial Futures
New Jersey
$2.66M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$11.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$139M 1,445,627 -400,127 -22%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$96.7M 1,006,535 +373,024 +59%
Morgan Stanley
3
Morgan Stanley
New York
$53.4M 555,528 -336,576 -38%
LPL Financial
4
LPL Financial
California
$52.6M 547,710 +153,937 +39%
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$29M 302,206 +70,395 +30%
Allianz Asset Management
6
Allianz Asset Management
Germany
$28.1M 292,751 -17,925 -6%
RIP
7
RAM Investment Partners
Washington
$20.1M 208,990 +16,787 +9%
OIA
8
OneDigital Investment Advisors
Kansas
$19M 198,222 +35,127 +22%
MAG
9
Mokosak Advisory Group
Iowa
$18.4M 191,128 +14,176 +8%
UBS Group
10
UBS Group
Switzerland
$16.4M 170,548 +14,059 +9%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$15.1M 156,798 +32,000 +26%
CRA
12
Clear Rock Advisors
Texas
$14.9M 156,776 +3,348 +2%
AP
13
Agilis Partners
Massachusetts
$14M 145,368 – –
XF
14
XML Financial
Maryland
$13.8M 144,008 +59,912 +71%
TCM
15
Tradewinds Capital Management
Washington
$12M 124,444 +124,444 New
Osaic Holdings
16
Osaic Holdings
Arizona
$11.7M 121,632 -43,024 -26%
CWM
17
Cornerstone Wealth Management
Missouri
$11.4M 118,395 +907 +0.8%
Bank of Nova Scotia
18
Bank of Nova Scotia
Ontario, Canada
$11.2M 116,043 +116,043 New
Wells Fargo
19
Wells Fargo
California
$10.8M 112,245 -4,166 -4%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$10.2M 105,713 +10,587 +11%
AF
21
Allworth Financial
California
$9.99M 104,000 +104,000 New
ML
22
McAdam LLC
Pennsylvania
$9.95M 103,592 +5,289 +5%
TCM
23
Towercrest Capital Management
Pennsylvania
$8.49M 88,367 +525 +0.6%
AWMG
24
Alliance Wealth Management Group
New Jersey
$8.47M 88,166 +388 +0.4%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$7.85M 81,720 +3,295 +4%
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