PIMCO Inv Grade Corp. BD ETFCORPETF
13F holders, Q1 2024 (March 31)158holders
3famous investors
$96.38avg. 13F price*
At the end of Q1 2024, 158 institutions reported holding PIMCO Inv Grade Corp. BD ETF (CORP) in their 13F filings. The largest holders were Bank of America Corp. ($138.9M), Cwm, LLC ($96.7M) and Morgan Stanley ($53.4M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- PIMCO Inv Grade Corp. BD ETF
- Filed as
- PIMCO ETF TR (Q1 2024)
- CUSIP
- 72201R817
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $49.5M |
| Exits | 10 | $4.6M |
Ownership 158 holders
| Bank of America Corp. | 0.01% | Reduce -21.7% | 1,445,627 | $138.9M |
| Cwm, LLC | 0.47% | Add +58.9% | 1,006,535 | $96.7M |
| Morgan Stanley | 0.00% | Add +24.5% | 555,528 | $53.4M |
| LPL Financial LLC | 0.03% | Add +39.1% | 547,710 | $52.6M |
| Migdal Insurance & Financial Holdings Ltd. | 0.46% | Add +30.4% | 302,206 | $29.0M |
| Allianz Asset Management GmbH | 0.05% | Reduce -5.8% | 292,751 | $28.1M |
| RAM Investment Partners, LLC | 6.31% | Add +8.7% | 208,990 | $20.1M |
| OneDigital Investment Advisors LLC | 0.30% | Add +21.5% | 198,222 | $19.0M |
| Mokosak Advisory Group, LLC | 6.06% | Add +8.0% | 191,128 | $18.4M |
| UBS Group AG | 0.01% | Add +9.0% | 170,548 | $16.4M |
| Royal Bank of Canada | 0.00% | Add +25.6% | 156,798 | $15.1M |
| Clear Rock Advisors, LLC | 6.48% | Add +2.2% | 156,776 | $14.9M |
| Agilis Partners LLC | 3.56% | No change | 145,368 | $14.0M |
| XML Financial, LLC | 1.42% | Add +71.2% | 144,008 | $13.8M |
| Tradewinds Capital Management, LLC | 3.30% | New | 124,444 | $12.0M |
| Osaic Holdings, Inc. | 0.03% | Reduce -26.1% | 121,632 | $11.7M |
| Cornerstone Wealth Management, LLC | 0.92% | Add +0.8% | 118,395 | $11.4M |
| Bank of Nova Scotia | 0.02% | New | 116,043 | $11.2M |
| Wells Fargo & Company | 0.00% | Reduce -3.6% | 112,245 | $10.8M |
| JPMorgan Chase & Co. | 0.00% | Add +11.1% | 105,713 | $10.2M |
| Allworth Financial LP | 0.07% | New | 104,000 | $10.0M |
| McAdam, LLC | 0.64% | Add +5.4% | 103,592 | $10.0M |
| Towercrest Capital Management | 1.43% | Add +0.6% | 88,367 | $8.5M |
| Alliance Wealth Management Group | 2.49% | Add +0.4% | 88,166 | $8.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.2% | 81,720 | $7.8M |
| MML Investors Services, LLC | 0.03% | Add +1.7% | 78,494 | $7.5M |
| CreativeOne Wealth, LLC | 0.30% | Add +101.8% | 77,110 | $7.4M |
| Jane Street Group, LLC | 0.01% | Reduce -45.3% | 76,203 | $7.3M |
| Sequoia Financial Advisors, LLC | 0.09% | Reduce -1.8% | 73,961 | $7.1M |
| Ameriprise Financial Inc. | 0.00% | Add +44.2% | 72,614 | $7.0M |
| Ausdal Financial Partners, Inc. | 0.76% | Add +2.3% | 68,059 | $6.5M |
| Cape Cod Five Cents Savings Bank | 0.59% | Reduce -4.1% | 63,733 | $6.1M |
| Cerity Partners LLC | 0.02% | Add +6.0% | 59,887 | $5.8M |
| Fortis Capital Management LLC | 1.36% | Add +14.0% | 53,808 | $5.2M |
| MinichMacGregor Wealth Management, LLC | 1.24% | Add +31.8% | 50,874 | $4.8M |
| Gallacher Capital Management LLC | 2.24% | Reduce -5.7% | 45,824 | $4.4M |
| Cetera Investment Advisers | 0.01% | Add +1525.6% | 45,549 | $4.4M |
| GeoWealth Management, LLC | 0.15% | Add +22.9% | 41,192 | $4.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.7% | 40,505 | $3.9M |
| Lindenwold Advisors, INC | 2.06% | Add +11.1% | 40,059 | $3.8M |
| Performance Wealth Partners, LLC | 0.16% | Reduce -9.6% | 39,539 | $3.8M |
| Myecfo, LLC | 2.04% | Add +22.1% | 36,279 | $3.5M |
| PAX Financial Group, LLC | 0.69% | Add +29.5% | 35,843 | $3.4M |
| Shepherd Kaplan Krochuk, LLC | 2.70% | Reduce -7.1% | 35,257 | $3.4M |
| Graypoint LLC | 0.24% | New | 34,608 | $3.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -54.2% | 32,054 | $3.1M |
| Mercer Global Advisors Inc. | 0.01% | New | 602 | $2.9M |
| Islay Capital Management, LLC | 2.10% | Reduce -0.5% | 29,060 | $2.8M |
| Financial Futures Ltd Liability Co. | 1.76% | Reduce -64.2% | 27,670 | $2.7M |
| Equitable Holdings, Inc. | 0.03% | Reduce -49.2% | 27,389 | $2.6M |
| Private Advisor Group, LLC | 0.02% | Add +1.4% | 26,791 | $2.6M |
| Baird Financial Group, Inc. | 0.01% | Add +0.4% | 26,006 | $2.5M |
| Truist Financial Corp. | 0.00% | Add +5.5% | 24,409 | $2.3M |
| Independent Financial Group, LLC | 0.10% | Add +8.5% | 22,826 | $2.2M |
| Lido Advisors, LLC | 0.02% | Add +62.0% | 22,539 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | New | 22,219 | $2.1M |
| Great Waters Wealth Management | 0.32% | Reduce -1.7% | 20,499 | $2.0M |
| Faithward Advisors, LLC | 0.36% | Add +9.3% | 20,457 | $2.0M |
| Evensky & Katz LLC | 0.14% | Add +72.1% | 20,104 | $1.9M |
| Beck Capital Management, LLC | 0.54% | Reduce -6.7% | 19,401 | $1.9M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +29.1% | 18,480 | $1.8M |
| Financial Freedom, LLC | 1.00% | Reduce -0.8% | 17,629 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -5.3% | 16,568 | $1.6M |
| Citadel Advisors | 0.00% | New | 15,715 | $1.5M |
| First National Corp. /Ma/ | 0.36% | No change | 15,259 | $1.5M |
| Econ Financial Services Corp | 0.92% | New | 15,390 | $1.5M |
| Capital Analysts, LLC | 0.07% | Add +12.1% | 14,844 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +84.3% | 14,203 | $1.4M |
| Tsfg, LLC | 0.34% | Add +1414.8% | 14,027 | $1.3M |
| IPG Investment Advisors LLC | 0.29% | New | 13,750 | $1.3M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -0.3% | 13,110 | $1.3M |
| Raymond James & Associates | 0.00% | Add +6.0% | 12,713 | $1.2M |
| Madden Advisory Services, Inc. | 0.64% | Add +3.0% | 12,570 | $1.2M |
| PFG Advisors | 0.09% | Reduce -2.2% | 12,251 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Add +0.6% | 10,490 | $1.0M |
| Unique Wealth Strategies, LLC | 0.48% | New | 10,127 | $973K |
| Cibc World Market Inc. | 0.00% | Add +3.3% | 9,757 | $937K |
| Stifel Financial Corp. | 0.00% | Add +56.9% | 9,001 | $865K |
| Allianz Investment Management U.S. LLC | 0.05% | No change | 9,000 | $864K |
| BNP Paribas | 0.04% | — | 8,903 | $855K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.4% | 8,760 | $841K |
| Renaissance Technologies | 0.00% | New | 8,000 | $768K |
| Kickstand Ventures, Llc. | 0.21% | Reduce -0.5% | 7,551 | $725K |
| Tidemark, LLC | 0.40% | Add +749.3% | 7,372 | $708K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +17.9% | 7,268 | $698K |
| NewEdge Advisors, LLC | 0.01% | New | 7,228 | $694K |
| Altus Wealth Group LLC | 0.35% | Reduce -57.0% | 7,225 | $694K |
| Arrowroot Family Office, LLC | 0.44% | Add +45.1% | 7,165 | $688K |
| Ameritas Advisory Services, LLC | 0.03% | New | 6,380 | $607K |
| Strategic Blueprint, LLC | 0.04% | Reduce -4.5% | 6,300 | $605K |
| Element Wealth, LLC | 0.35% | Add +0.2% | 6,274 | $603K |
| Barden Capital Management, Inc. | 0.57% | Reduce -7.8% | 6,168 | $592K |
| Focus Partners Wealth | 0.00% | Reduce -0.2% | 6,108 | $587K |
| Concourse Financial Group Securities, Inc. | 0.03% | Reduce -6.1% | 5,603 | $538K |
| Comerica Bank | 0.00% | Add +101.0% | 5,517 | $530K |
| Bank of Montreal | 0.00% | Reduce -0.7% | 5,441 | $524K |
| Glass Jacobson Investment Advisors llc | 0.18% | Reduce -2.3% | 5,104 | $490K |
| Clear Creek Financial Management, LLC | 0.06% | Add +21.6% | 4,764 | $458K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -6.2% | 4,594 | $436K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -73.9% | 4,426 | $425K |
"% of holder's portfolio" is CORP's weight in each manager's 13F, not the share of PIMCO Inv Grade Corp. BD ETF the manager owns.