PIMCO Inv Grade Corp. BD ETFCORPETF
13F holders, Q2 2024 (June 30)161holders +3
13new positions
13sold out
2famous investors
$95.08avg. 13F price*
At the end of Q2 2024, 161 institutions reported holding PIMCO Inv Grade Corp. BD ETF (CORP) in their 13F filings, up 3 from Q1 2024. 13 opened new positions and 13 sold out. The largest holders were Bank of America Corp. ($162.8M), Cwm, LLC ($98.7M) and LPL Financial LLC ($58.9M). 2 famous investors held it, including 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 (Q2 2024)
- CUSIP
- 72201R817
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $6.9M |
| Exits | 13 | $12.5M |
All 13F filers, Q1 2024 → Q2 2024: 1,108,486 shares bought and 672,220 shares sold, net +436,266 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 161 holders
| Bank of America Corp. | 0.02% | Add +18.5% | 1,712,661 | $162.8M |
| Cwm, LLC | 0.47% | Add +3.2% | 1,038,645 | $98.7M |
| LPL Financial LLC | 0.03% | Add +13.1% | 619,540 | $58.9M |
| Migdal Insurance & Financial Holdings Ltd. | 0.95% | Add +97.9% | 598,019 | $56.9M |
| Morgan Stanley | 0.00% | Add +0.9% | 560,465 | $53.3M |
| Allianz Asset Management GmbH | 0.05% | Add +18.2% | 346,087 | $32.9M |
| OneDigital Investment Advisors LLC | 0.28% | Add +20.8% | 239,498 | $22.8M |
| RAM Investment Partners, LLC | 6.55% | Add +13.6% | 237,437 | $22.6M |
| Mokosak Advisory Group, LLC | 6.16% | Add +2.6% | 196,075 | $18.6M |
| UBS Group AG | 0.01% | Add +3.8% | 176,998 | $16.8M |
| XML Financial, LLC | 1.48% | Add +7.4% | 154,604 | $14.7M |
| Clear Rock Advisors, LLC | 6.24% | Reduce -2.1% | 153,518 | $14.6M |
| Royal Bank of Canada | 0.00% | Reduce -2.7% | 152,633 | $14.5M |
| Agilis Partners LLC | 4.12% | Reduce -1.9% | 142,536 | $13.6M |
| Cornerstone Wealth Management, LLC | 0.86% | Reduce -1.0% | 117,205 | $11.1M |
| Osaic Holdings, Inc. | 0.02% | Reduce -8.8% | 110,925 | $10.6M |
| McAdam, LLC | 0.62% | Add +4.2% | 107,917 | $10.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.5% | 102,050 | $9.7M |
| Towercrest Capital Management | 1.44% | Add +4.3% | 92,120 | $8.8M |
| Alliance Wealth Management Group | 2.49% | Add +4.3% | 91,919 | $8.7M |
| Wells Fargo & Company | 0.00% | Reduce -27.6% | 81,326 | $7.7M |
| Allworth Financial LP | 0.05% | Reduce -23.8% | 79,262 | $7.6M |
| Fortis Capital Management LLC | 1.60% | Add +47.1% | 79,143 | $7.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.5% | 78,072 | $7.4M |
| Jane Street Group, LLC | 0.01% | Add +1.5% | 77,360 | $7.4M |
| MML Investors Services, LLC | 0.03% | Reduce -3.0% | 76,102 | $7.2M |
| Ausdal Financial Partners, Inc. | 0.71% | Add +2.1% | 69,501 | $6.6M |
| Cerity Partners LLC | 0.02% | Add +7.6% | 64,462 | $6.1M |
| Cape Cod Five Cents Savings Bank | 0.57% | Reduce -2.3% | 62,286 | $5.9M |
| Private Advisor Group, LLC | 0.04% | Add +126.3% | 60,638 | $5.8M |
| CreativeOne Wealth, LLC | 0.28% | Reduce -23.9% | 58,677 | $5.6M |
| GeoWealth Management, LLC | 0.19% | Add +9.9% | 45,283 | $4.3M |
| Lindenwold Advisors, INC | 2.24% | Add +10.0% | 44,073 | $4.2M |
| Cetera Investment Advisers | 0.01% | Reduce -4.6% | 43,434 | $4.1M |
| PAX Financial Group, LLC | 0.78% | Add +17.8% | 42,234 | $4.0M |
| Bank of Montreal | 0.00% | Add +663.4% | 41,535 | $4.0M |
| Myecfo, LLC | 2.19% | Add +10.3% | 40,016 | $3.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.5% | 39,072 | $3.7M |
| Bank of Nova Scotia | 0.01% | Reduce -67.1% | 38,177 | $3.6M |
| Shepherd Kaplan Krochuk, LLC | 2.73% | Add +3.3% | 36,422 | $3.5M |
| Graypoint LLC | 0.24% | Add +4.2% | 36,057 | $3.4M |
| Jones Financial Companies LLLP | 0.00% | Add +53.0% | 33,989 | $3.2M |
| Evensky & Katz LLC | 0.22% | Add +63.0% | 32,774 | $3.1M |
| Susquehanna International Group, LLP | 0.01% | Reduce -1.1% | 31,687 | $3.0M |
| Islay Capital Management, LLC | 2.16% | Add +8.0% | 31,384 | $3.0M |
| Baird Financial Group, Inc. | 0.01% | Add +12.7% | 29,298 | $2.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -61.8% | 27,764 | $2.6M |
| Independent Financial Group, LLC | 0.10% | Add +17.7% | 26,863 | $2.6M |
| NewEdge Advisors, LLC | 0.02% | Add +240.0% | 24,572 | $2.3M |
| Sanctuary Advisors, LLC | 0.01% | — | 21,301 | $2.0M |
| Faithward Advisors, LLC | 0.35% | Reduce -0.4% | 20,381 | $1.9M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +9.8% | 20,286 | $1.9M |
| Great Waters Wealth Management | 0.28% | Reduce -5.5% | 19,380 | $1.8M |
| Equitable Holdings, Inc. | 0.02% | Reduce -32.8% | 18,419 | $1.8M |
| Financial Freedom, LLC | 0.98% | Add +3.0% | 18,160 | $1.7M |
| Madden Advisory Services, Inc. | 0.76% | Add +24.5% | 15,653 | $1.5M |
| D.A. Davidson & Co. | 0.01% | New | 15,538 | $1.5M |
| Econ Financial Services Corp | 0.91% | Add +0.8% | 15,507 | $1.5M |
| Gallacher Capital Management LLC | 0.77% | Reduce -66.3% | 15,431 | $1.5M |
| Truist Financial Corp. | 0.00% | Reduce -37.7% | 15,212 | $1.4M |
| Old Mission Capital LLC | 0.04% | New | 14,940 | $1.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +389.4% | 14,805 | $1.4M |
| Milestone Asset Management, LLC | 0.35% | New | 14,712 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.1% | 14,506 | $1.4M |
| IPG Investment Advisors LLC | 0.29% | No change | 13,750 | $1.3M |
| Capital Analysts, LLC | 0.06% | Reduce -10.7% | 13,257 | $1.3M |
| Kingsview Wealth Management, LLC | 0.03% | Add +0.3% | 13,152 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -21.3% | 13,037 | $1.2M |
| First National Corp. /Ma/ | 0.29% | Reduce -15.9% | 12,831 | $1.2M |
| Raymond James & Associates | 0.00% | Reduce -5.5% | 12,009 | $1.1M |
| PFG Advisors | 0.07% | Reduce -5.0% | 11,633 | $1.1M |
| Tradewinds Capital Management, LLC | 0.30% | Reduce -91.4% | 10,661 | $1.0M |
| Unique Wealth Strategies, LLC | 0.46% | No change | 10,127 | $973K |
| Advisory Services Network, LLC | 0.02% | Reduce -3.7% | 10,103 | $960K |
| BNP Paribas | 0.05% | Add +11.8% | 9,951 | $946K |
| Cibc World Market Inc. | 0.00% | No change | 9,757 | $928K |
| GGM Financial LLC | 0.79% | — | 9,027 | $858K |
| Allianz Investment Management U.S. LLC | 0.05% | No change | 9,000 | $855K |
| Lido Advisors, LLC | 0.01% | Reduce -61.0% | 8,790 | $836K |
| Performance Wealth Partners, LLC | 0.03% | Reduce -77.9% | 8,730 | $830K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.8% | 8,686 | $826K |
| Stifel Financial Corp. | 0.00% | Reduce -5.1% | 8,538 | $812K |
| Ameritas Advisory Services, LLC | 0.03% | Add +30.2% | 8,308 | $790K |
| Renaissance Technologies | 0.00% | Add +2.5% | 8,200 | $780K |
| Security Financial Services, INC. | 0.17% | New | 8,188 | $778K |
| Arrowroot Family Office, LLC | 0.49% | Add +12.5% | 8,060 | $766K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +9.0% | 7,924 | $753K |
| Financial Futures Ltd Liability Co. | 0.44% | Reduce -73.3% | 7,381 | $702K |
| Focus Partners Wealth | 0.00% | Add +11.6% | 6,819 | $648K |
| Element Wealth, LLC | 0.36% | Add +7.8% | 6,764 | $643K |
| Comerica Bank | 0.00% | Add +14.0% | 6,288 | $598K |
| Barden Capital Management, Inc. | 0.55% | Add +0.1% | 6,176 | $587K |
| Signet Financial Management, LLC | 0.08% | New | 6,064 | $577K |
| Strategic Blueprint, LLC | 0.03% | Reduce -18.3% | 5,149 | $490K |
| Clear Creek Financial Management, LLC | 0.06% | Add +8.1% | 5,149 | $489K |
| Concourse Financial Group Securities, Inc. | 0.03% | Reduce -10.8% | 5,000 | $475K |
| Modern Wealth Management, LLC | 0.03% | New | 4,879 | $464K |
| Glass Jacobson Investment Advisors llc | 0.17% | Reduce -4.9% | 4,854 | $461K |
| Fisher Asset Management | 0.00% | Add +5.6% | 4,540 | $432K |
| Kestra Advisory Services, LLC | 0.00% | Add +12.3% | 4,457 | $424K |
"% 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.