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PIMCO Active Bond Exchange-Traded Fund
BOND

321 hedge funds and large institutions have $1.52B invested in PIMCO Active Bond Exchange-Traded Fund in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 109 increasing their positions, 113 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more funds holding in top 10

Funds holding in top 10: 22 → 35 (+13)

2.68% more ownership

Funds ownership: 52.25% → 54.93% (+2.7%)

8% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 36

0% less capital invested

Capital invested by funds: $1.52B → $1.52B (-$5.7M)

1% less funds holding

Funds holding: 324 → 321 (-3)

4% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 113

Holders
321
Holders Change
-3
Holders Change %
-0.93%
% of All Funds
7.07%
Holding in Top 10
35
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+59.09%
% of All Funds
0.77%
New
39
Increased
109
Reduced
113
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$14.5M
2
BSAM
Blue Sky Asset Management
Colorado
+$13.7M
3
VNA
Valley National Advisers
Pennsylvania
+$13.4M
4
PA
Parallel Advisors
California
+$10.8M
5
OAM
Occidental Asset Management
California
+$10.6M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$19.7M
2
FFG
Frisch Financial Group
New York
-$13.1M
3
RMC
Regis Management Company
California
-$12.8M
4
RJA
Raymond James & Associates
Florida
-$12.8M
5
FM
Family Management
New York
-$12M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
226
Financial Advocates Investment Management
Washington
$282K -$10.4K -96 -3%
KCM
227
Kanawha Capital Management
Virginia
$277K – – –
SFWA
228
Summit Financial Wealth Advisors
Louisiana
$277K +$8.04K +74 +3%
BCA
229
Bay Colony Advisors
Massachusetts
$276K -$61.6K -567 -18%
William Blair & Company
230
William Blair & Company
Illinois
$271K +$253K +2,324 +1,006%
Luther King Capital Management (LKCM)
231
Luther King Capital Management (LKCM)
Texas
$265K – – –
FSWA
232
Financial Synergies Wealth Advisors
Texas
$257K +$28.1K +259 +12%
FA
233
FCG Advisors
New Jersey
$255K -$1.41K -13 -0.5%
CFGS
234
Concourse Financial Group Securities
Alabama
$254K -$25.3K -233 -9%
MOS
235
MGO One Seven
Ohio
$248K -$209K -1,920 -45%
MNBTD
236
Moody National Bank Trust Division
Texas
$244K – – –
NRI
237
NFP Retirement Inc
California
$240K -$65.3K -601 -21%
AF
238
Affiance Financial
Minnesota
$237K +$243K +2,233 New
IF
239
IRON Financial
Illinois
$237K +$243K +2,235 New
WS
240
Wedbush Securities
California
$236K -$26.2K -241 -10%
ST
241
Smithfield Trust
Pennsylvania
$234K – – –
SFG
242
SNS Financial Group
Minnesota
$234K – – –
Ameriprise
243
Ameriprise
Minnesota
$230K – – –
TP
244
Tranquility Partners
Tennessee
$227K – – –
Fisher Asset Management
245
Fisher Asset Management
Washington
$227K +$232K +2,139 New
XF
246
XML Financial
Maryland
$227K +$232K +2,139 New
TA
247
TFG Advisers
Michigan
$224K -$6.3K -58 -3%
LRIA
248
Leonard Rickey Investment Advisors
Washington
$223K -$2.28K -21 -1%
JWA
249
JFS Wealth Advisors
Pennsylvania
$223K – – –
MAFM
250
Mid Atlantic Financial Management
Pennsylvania
$222K +$21.1K +194 +10%
8 9
10
11 12

BOND Hedge Fund Activity: Q1 2020 in Review

321 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q1 2020, worth a combined $1.52B — down 0.37% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BOND positions and 36 closed out — a net gain of 3 holders — while 109 added to existing stakes and 113 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $14.5M. The largest seller was JP Morgan Chase, cutting an estimated $19.7M.

  • 321 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q1 2020, down from 324 in Q4 2019.
  • Funds reported $1.52B of PIMCO Active Bond Exchange-Traded Fund stock for Q1 2020, down 0.37% quarter-over-quarter.
  • 39 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q1 2020 and 36 closed out, a net change of +3 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q1 2020 was HighTower Advisors, an estimated $14.5M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q1 2020 was JP Morgan Chase, an estimated $19.7M sold.

Based on aggregated 13F filings for Q1 2020.