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PIMCO Active Bond Exchange-Traded Fund

324 hedge funds and large institutions have $1.52B invested in PIMCO Active Bond Exchange-Traded Fund in 2019 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 136 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

306% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 18

113% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 64

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

18% more funds holding

Funds holding: 274324 (+50)

16% more capital invested

Capital invested by funds: $1.31B → $1.52B (+$213M)

4.16% more ownership

Funds ownership: 48.09%52.25% (+4.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3.13M

Holders
324
Holders Change
+50
Holders Change %
+18.25%
% of All Funds
6.38%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.43%
New
73
Increased
136
Reduced
64
Closed
18
Calls
Puts
$3.13M
Net Calls
-$3.13M
Net Calls Change
-$786K
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
226
Concourse Financial Group Securities
Alabama
$284K +$240K +2,216 +540%
KCM
227
Kanawha Capital Management
Virginia
$281K +$54.1K +500 +24%
SFWA
228
Summit Financial Wealth Advisors
Louisiana
$275K +$2.81K +26 +1%
Luther King Capital Management (LKCM)
229
Luther King Capital Management (LKCM)
Texas
$270K
BFA
230
Brendel Financial Advisors
New Hampshire
$267K +$268K +2,475 New
WS
231
Wedbush Securities
California
$266K -$4.66K -43 -2%
IAA
232
Independent Advisor Alliance
North Carolina
$264K +$265K +2,448 New
HWA
233
Hilltop Wealth Advisors
North Carolina
$263K +$264K +2,438 New
FA
234
FCG Advisors
New Jersey
$260K -$26.8K -248 -9%
SAG
235
Spotlight Asset Group
Illinois
$255K +$254K +2,347 New
MNBTD
236
Moody National Bank Trust Division
Texas
$248K
SFG
237
SNS Financial Group
Minnesota
$238K -$10.8K -100 -4%
ST
238
Smithfield Trust
Pennsylvania
$237K
TA
239
TFG Advisers
Michigan
$234K +$14.2K +131 +6%
FCCM
240
First City Capital Management
Georgia
$234K +$235K +2,173 New
Ameriprise
241
Ameriprise
Minnesota
$233K -$208K -1,920 -47%
FSWA
242
Financial Synergies Wealth Advisors
Texas
$233K +$32.6K +301 +16%
TP
243
Tranquility Partners
Tennessee
$231K
CIAS
244
Capital Investment Advisory Services
North Carolina
$230K -$21.4K -198 -8%
AIC
245
Ameritas Investment Company
Nebraska
$230K +$20.6K +190 +10%
LRIA
246
Leonard Rickey Investment Advisors
Washington
$229K +$108 +1 +0%
JWA
247
JFS Wealth Advisors
Pennsylvania
$226K
LF
248
LifeSteps Financial
California
$223K +$224K +2,071 New
VAS
249
Valicenti Advisory Services
New York
$218K +$8.12K +75 +4%
LFAS
250
Level Four Advisory Services
Texas
$217K +$433 +4 +0.2%

BOND Hedge Fund Activity: Q4 2019 in Review

324 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q4 2019, worth a combined $1.52B — up 16% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new BOND positions and 18 closed out — a net gain of 55 holders — while 136 added to existing stakes and 64 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $35.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $13.3M sold.

  • 324 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q4 2019, up from 274 in Q3 2019.
  • Funds reported $1.52B of PIMCO Active Bond Exchange-Traded Fund stock for Q4 2019, up 16% quarter-over-quarter.
  • 73 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q4 2019 and 18 closed out, a net change of +55 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q4 2019 was Brinker Capital Investments, an estimated $35.6M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q4 2019 was Citadel Advisors, an estimated $13.3M sold.

Based on aggregated 13F filings for Q4 2019.