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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

158 hedge funds and large institutions have $975M 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, 71 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 51

14% more capital invested

Capital invested by funds: $858M → $975M (+$118M)

0.98% more ownership

Funds ownership: 75.92%76.91% (+0.98%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

2% less funds holding

Funds holding: 161158 (-3)

Holders
158
Holders Change
-3
Holders Change %
-1.86%
% of All Funds
2.27%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
13
Increased
71
Reduced
51
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
$172M +$1.19M +12,154 +0.7%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$116M +$12.2M +124,687 +12%
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$90.5M +$30.5M +311,884 +52%
LPL Financial
4
LPL Financial
California
$70.8M +$9.03M +92,489 +15%
Morgan Stanley
5
Morgan Stanley
New York
$55.8M +$39.6K +406 +0.1%
Allianz Asset Management
6
Allianz Asset Management
Germany
$36.2M +$1.73M +17,719 +5%
RIP
7
RAM Investment Partners
Washington
$27.8M +$4.07M +41,720 +18%
OIA
8
OneDigital Investment Advisors
Kansas
$24.7M +$858K +8,791 +4%
MAG
9
Mokosak Advisory Group
Iowa
$20.2M +$721K +7,381 +4%
TCM
10
Tradewinds Capital Management
Washington
$19.1M +$17.7M +181,138 +1,699%
UBS Group
11
UBS Group
Switzerland
$18M +$396K +4,052 +2%
XF
12
XML Financial
Maryland
$16.1M +$696K +7,132 +5%
AP
13
Agilis Partners
Massachusetts
$14.2M
Osaic Holdings
14
Osaic Holdings
Arizona
$12.6M +$1.57M +16,061 +14%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$12.5M -$2.62M -26,834 -18%
CWM
16
Cornerstone Wealth Management
Missouri
$11.9M +$260K +2,660 +2%
CW
17
CreativeOne Wealth
Kansas
$11.8M +$5.89M +60,266 +103%
TCM
18
Towercrest Capital Management
Pennsylvania
$10.2M +$991K +10,146 +11%
AWMG
19
Alliance Wealth Management Group
New Jersey
$10.2M +$991K +10,146 +11%
NWAG
20
Net Worth Advisory Group
Utah
$9.58M +$9.4M +96,310 New
FCM
21
Fortis Capital Management
Washington
$9.54M +$1.64M +16,810 +21%
ML
22
McAdam LLC
Pennsylvania
$8.95M -$1.75M -17,879 -17%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$8.61M +$832K +8,517 +11%
Wells Fargo
24
Wells Fargo
California
$8.52M +$429K +4,394 +5%
MML Investors Services
25
MML Investors Services
Massachusetts
$7.54M -$22.9K -234 -0.3%

CORP Hedge Fund Activity: Q3 2024 in Review

158 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q3 2024, worth a combined $975M — up 14% from $858M a quarter earlier.

Fund positioning in CORP was balanced in Q3 2024: 13 funds opened new positions, 13 closed out, 71 added to existing stakes and 51 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, adding an estimated $30.5M. The largest seller was JP Morgan Chase, cutting an estimated $6.61M.

  • 158 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q3 2024, down from 161 in Q2 2024.
  • Funds reported $975M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q3 2024, up 14% quarter-over-quarter.
  • 13 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q3 2024 and 13 closed out, a net change of 0 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q3 2024 was Migdal Insurance & Financial Holdings, an estimated $30.5M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q3 2024 was JP Morgan Chase, an estimated $6.61M sold.

Based on aggregated 13F filings for Q3 2024.