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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

172 hedge funds and large institutions have $1.03B invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 68 increasing their positions, 58 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

17% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 58

0% more capital invested

Capital invested by funds: $1.03B → $1.03B (+$418K)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1% less funds holding

Funds holding: 173172 (-1)

86.81% less ownership

Funds ownership: 163.31%76.5% (-87%)

Holders
172
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
2.26%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
16
Increased
68
Reduced
58
Closed
11
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
$175M -$2.64M -27,126 -2%
LPL Financial
2
LPL Financial
California
$110M +$26.9M +275,997 +33%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$109M -$24.1M -247,539 -18%
Morgan Stanley
4
Morgan Stanley
New York
$61.5M +$2.94M +30,114 +5%
RIP
5
RAM Investment Partners
Washington
$42.1M +$4.5M +46,120 +12%
Allianz Asset Management
6
Allianz Asset Management
Germany
$32.4M -$8.52M -87,341 -21%
OIA
7
OneDigital Investment Advisors
Kansas
$31.7M -$4.78M -49,053 -13%
VIA
8
Vickerman Investment Advisors
Washington
$23.1M +$675K +6,928 +3%
MAG
9
Mokosak Advisory Group
Iowa
$23.1M +$709K +7,268 +3%
UBS Group
10
UBS Group
Switzerland
$19.7M +$11.1K +114 +0.1%
XF
11
XML Financial
Maryland
$18M +$1.42M +14,614 +9%
NA
12
NewEdge Advisors
Louisiana
$17.7M +$3.48M +35,651 +25%
Bank of Nova Scotia
13
Bank of Nova Scotia
Ontario, Canada
$13.8M +$3.09M +31,691 +29%
GVAG
14
Great Valley Advisor Group
Delaware
$13.7M -$24.3M -249,495 -64%
NG
15
Novem Group
New York
$13.5M +$847K +8,692 +7%
MWM
16
Modern Wealth Management
Kansas
$13.5M +$13.3M +136,531 New
MIFH
17
Migdal Insurance & Financial Holdings
Israel
$13M -$1.8M -18,494 -12%
GFA
18
Gallagher Fiduciary Advisors
Illinois
$12.2M -$1.25B -12,800,498 -99%
AWMG
19
Alliance Wealth Management Group
New Jersey
$11.2M +$343K +3,519 +3%
TCM
20
Towercrest Capital Management
Pennsylvania
$11.2M +$343K +3,519 +3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$10.5M +$8.19K +84 +0.1%
FCM
22
Fortis Capital Management
Washington
$9.85M +$1.08M +11,123 +13%
ML
23
McAdam LLC
Pennsylvania
$9.49M +$421K +4,320 +5%
NWAG
24
Net Worth Advisory Group
Utah
$9.2M -$415K -4,261 -4%
Wells Fargo
25
Wells Fargo
California
$8.44M -$213K -2,181 -2%