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

156 hedge funds and large institutions have $971M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 69 increasing their positions, 51 reducing their positions, and 13 closing their positions.

Holders
156
Holders Change
-4
Holders Change %
-2.5%
% of All Funds
2.26%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
13
Increased
69
Reduced
51
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$90.5M
2
TCM
2
Tradewinds Capital Management
Washington
$19.1M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$116M
4
LPL Financial
4
LPL Financial
California
$70.8M
5
CW
5
CreativeOne Wealth
Kansas
$11.8M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.42M
2
AF
2
Allworth Financial
California
$4.16M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$566K
5
Jane Street
5
Jane Street
New York
$4.16M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$172M 1,724,815 +12,154 +0.7%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$116M 1,163,332 +124,687 +12%
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$90.5M 909,903 +311,884 +52%
LPL Financial
4
LPL Financial
California
$70.8M 712,029 +92,489 +15%
Morgan Stanley
5
Morgan Stanley
New York
$55.8M 560,871 +406 +0.1%
Allianz Asset Management
6
Allianz Asset Management
Germany
$36.2M 363,806 +17,719 +5%
RIP
7
RAM Investment Partners
Washington
$27.8M 279,157 +41,720 +18%
OIA
8
OneDigital Investment Advisors
Kansas
$24.7M 248,289 +8,791 +4%
MAG
9
Mokosak Advisory Group
Iowa
$20.2M 203,456 +7,381 +4%
TCM
10
Tradewinds Capital Management
Washington
$19.1M 191,799 +181,138 +1,699%
UBS Group
11
UBS Group
Switzerland
$18M 181,050 +4,052 +2%
XF
12
XML Financial
Maryland
$16.1M 161,736 +7,132 +5%
AP
13
Agilis Partners
Massachusetts
$14.2M 142,536 – –
Osaic Holdings
14
Osaic Holdings
Arizona
$12.6M 126,986 +16,061 +14%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$12.5M 125,799 -26,834 -18%
CWM
16
Cornerstone Wealth Management
Missouri
$11.9M 119,865 +2,660 +2%
CW
17
CreativeOne Wealth
Kansas
$11.8M 118,943 +60,266 +103%
TCM
18
Towercrest Capital Management
Pennsylvania
$10.2M 102,266 +10,146 +11%
AWMG
19
Alliance Wealth Management Group
New Jersey
$10.2M 102,065 +10,146 +11%
NWAG
20
Net Worth Advisory Group
Utah
$9.58M 96,310 +96,310 New
FCM
21
Fortis Capital Management
Washington
$9.54M 95,953 +16,810 +21%
ML
22
McAdam LLC
Pennsylvania
$8.95M 90,038 -17,879 -17%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$8.61M 86,589 +8,517 +11%
Wells Fargo
24
Wells Fargo
California
$8.52M 85,720 +4,394 +5%
MML Investors Services
25
MML Investors Services
Massachusetts
$7.55M 75,868 -234 -0.3%
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