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PIMCO Active Bond Exchange-Traded Fund

228 hedge funds and large institutions have $1.06B invested in PIMCO Active Bond Exchange-Traded Fund in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 82 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

95.45% more ownership

Funds ownership: 41.14%136.59% (+95%)

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

19% more capital invested

Capital invested by funds: $895M → $1.06B (+$168M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1% more funds holding

Funds holding: 225228 (+3)

13% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 82

Holders
228
Holders Change
+3
Holders Change %
+1.33%
% of All Funds
5.22%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.27%
New
24
Increased
71
Reduced
82
Closed
20
Calls
$361K
Puts
Net Calls
+$361K
Net Calls Change
+$924K
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
226
Glassman Wealth Services
Virginia
$2K +$1.65K +16 New
FRA
227
Front Row Advisors
California
$73
WIM
228
Westside Investment Management
California
-$1.46M -14,039 Closed
KA
229
Kovack Advisors
Florida
-$875K -8,393 Closed
MWM
230
Marietta Wealth Management
Georgia
-$635K -6,093 Closed
WAG
231
Winthrop Advisory Group
Massachusetts
-$546K -5,317 Closed
EWF
232
Epstein & White Financial
California
-$293K -2,808 Closed
ST
233
Spinnaker Trust
Maine
-$261K -2,513 Closed
EFS
234
Essex Financial Services
Connecticut
-$247K -2,370 Closed
AWM
235
Altium Wealth Management
New York
-$242K -2,323 Closed
PFS
236
Prospera Financial Services
Texas
-$234K -2,244 Closed
CWM
237
Cabot Wealth Management
Massachusetts
-$228K -2,183 Closed
Creative Planning
238
Creative Planning
Kansas
-$225K -2,162 Closed
Barclays
239
Barclays
United Kingdom
-$172K -1,650 Closed
PWM
240
Perigon Wealth Management
California
-$145K -1,391 Closed
SWP
241
Stratos Wealth Partners
Ohio
-$92K -884 Closed
IIC
242
Integrated Investment Consultants
Michigan
-$31K -300 Closed
CTB
243
Country Trust Bank
Illinois
-$15K -143 Closed
IWM
244
IHT Wealth Management
Illinois
-$8K -75 Closed
Fifth Third Bancorp
245
Fifth Third Bancorp
Ohio
-$7K -71 Closed
WF
246
WealthTrust Fairport
Ohio
-$1K -5 Closed
GCM
247
Gables Capital Management
Florida
+$103 +1 New

BOND Hedge Fund Activity: Q2 2018 in Review

228 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q2 2018, worth a combined $1.06B — up 19% from $895M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BOND positions and 20 closed out — a net gain of 4 holders — while 71 added to existing stakes and 82 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $1.93B. The largest seller was Patton Albertson Miller Group, cutting an estimated $5.6M.

  • 228 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q2 2018, up from 225 in Q1 2018.
  • Funds reported $1.06B of PIMCO Active Bond Exchange-Traded Fund stock for Q2 2018, up 19% quarter-over-quarter.
  • 24 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q2 2018 and 20 closed out, a net change of +4 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $1.93B added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q2 2018 was Patton Albertson Miller Group, an estimated $5.6M sold.

Based on aggregated 13F filings for Q2 2018.