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PIMCO Active Bond Exchange-Traded Fund

256 hedge funds and large institutions have $1.17B invested in PIMCO Active Bond Exchange-Traded Fund in 2019 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 106 increasing their positions, 60 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 60

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

10% more capital invested

Capital invested by funds: $1.06B → $1.17B (+$104M)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

4% more funds holding

Funds holding: 247256 (+9)

0.6% more ownership

Funds ownership: 48.85%49.45% (+0.6%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $462K

Holders
256
Holders Change
+9
Holders Change %
+3.64%
% of All Funds
5.56%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.37%
New
38
Increased
106
Reduced
60
Closed
25
Calls
Puts
$462K
Net Calls
-$462K
Net Calls Change
-$1.72M
Name Holding Trade Value Shares
Change
Change in
Stake
LPWM
226
Lake Point Wealth Management
Texas
$42K
GI
227
Gradient Investments
Minnesota
$35K +$212 +2 +0.6%
WEC
228
Winslow Evans & Crocker
Massachusetts
$34K -$423 -4 -1%
DSC
229
Duncker Streett & Co
Missouri
$32K +$31.8K +300 New
Northwestern Mutual Wealth Management
230
Northwestern Mutual Wealth Management
Wisconsin
$28K -$12.4K -117 -31%
GSWM
231
Golden State Wealth Management
California
$27K
SA
232
SRH Advisors
Kansas
$27K
TL
233
TrueWealth LLC
Georgia
$27K +$212 +2 +0.8%
William Blair & Company
234
William Blair & Company
Illinois
$25K
RFWA
235
RPg Family Wealth Advisory
Massachusetts
$21.5K
DAM
236
Delta Asset Management
Tennessee
$21K
JCM
237
Jacobi Capital Management
Pennsylvania
$21K
OIA
238
Optimum Investment Advisors
Illinois
$21K
Fidelity Investments
239
Fidelity Investments
Massachusetts
$18K
LFG
240
LifePlan Financial Group
Ohio
$18K
PA
241
Parallel Advisors
California
$18K +$15.3K +145 +558%
LGWM
242
Litman Gregory Wealth Management
California
$16K
WT
243
Whittier Trust
California
$13K
Rockefeller Capital Management
244
Rockefeller Capital Management
New York
$12K
AWM
245
Avior Wealth Management
Nebraska
$12K +$11.4K +108 New
BRWM
246
B. Riley Wealth Management
Tennessee
$10.7K +$618K +5,835 +6%
DWM
247
Doyle Wealth Management
Florida
$10K +$10.1K +95 New
TFS
248
TrustCore Financial Services
Tennessee
$9K +$8.47K +80 New
CTC
249
Central Trust Company
Missouri
$7K +$6.88K +65 New
JFA
250
JNBA Financial Advisors
Minnesota
$5K

BOND Hedge Fund Activity: Q2 2019 in Review

256 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q2 2019, worth a combined $1.17B — up 9.8% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BOND positions and 25 closed out — a net gain of 13 holders — while 106 added to existing stakes and 60 trimmed.

The largest buyer was Wells Fargo, adding an estimated $18.4M. The largest seller was Regis Management Company, cutting an estimated $31.7M.

  • 256 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q2 2019, up from 247 in Q1 2019.
  • Funds reported $1.17B of PIMCO Active Bond Exchange-Traded Fund stock for Q2 2019, up 9.8% quarter-over-quarter.
  • 38 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q2 2019 and 25 closed out, a net change of +13 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q2 2019 was Wells Fargo, an estimated $18.4M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q2 2019 was Regis Management Company, an estimated $31.7M sold.

Based on aggregated 13F filings for Q2 2019.