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PIMCO Active Bond Exchange-Traded Fund

410 hedge funds and large institutions have $2.66B invested in PIMCO Active Bond Exchange-Traded Fund in 2021 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 156 increasing their positions, 131 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 29

19% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 131

11% more capital invested

Capital invested by funds: $2.4B → $2.66B (+$261M)

8% more funds holding

Funds holding: 381410 (+29)

5.98% more ownership

Funds ownership: 55.74%61.72% (+6%)

0% more funds holding in top 10

Funds holding in top 10: 3838 (0)

Holders
410
Holders Change
+29
Holders Change %
+7.61%
% of All Funds
6.31%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.58%
New
63
Increased
156
Reduced
131
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
226
Kingsview Wealth Management
Oregon
$614K -$103K -935 -14%
Renaissance Technologies
227
Renaissance Technologies
New York
$614K +$616K +5,610 New
PTC
228
Private Trust Company
Ohio
$612K -$9.99K -91 -2%
CA
229
Cambridge Advisors
Nebraska
$601K
GA
230
Greytown Advisors
Florida
$600K -$395K -3,595 -40%
SWM
231
Sanctuary Wealth Management
Idaho
$592K -$110 -1 -0%
UCFA
232
United Capital Financial Advisors
Texas
$578K -$240K -2,189 -29%
MNBTD
233
Moody National Bank Trust Division
Texas
$575K +$43.3K +394 +8%
FCCM
234
First City Capital Management
Georgia
$568K -$65.4K -596 -10%
PG
235
Patten Group
Tennessee
$567K +$5.16K +47 +0.9%
SPC
236
Sigma Planning Corp
Michigan
$559K -$549 -5 -0.1%
GIP
237
Greatmark Investment Partners
Georgia
$552K -$11K -100 -2%
MWM
238
MorganRosel Wealth Management
Colorado
$548K +$10.1K +92 +2%
William Blair & Company
239
William Blair & Company
Illinois
$545K +$190K +1,733 +53%
Cerity Partners
240
Cerity Partners
New York
$523K -$389K -3,538 -43%
AWM
241
Axxcess Wealth Management
California
$517K +$519K +4,727 New
WCFA
242
Walkner Condon Financial Advisors
Wisconsin
$513K -$129K -1,178 -20%
BC
243
Bartlett & Co
Ohio
$505K -$11K -100 -2%
BCWM
244
Bartlett & Co Wealth Management
Ohio
$505K -$11K -100 -2%
PGWM
245
Parisi Gray Wealth Management
New Jersey
$502K -$302K -2,749 -37%
EFS
246
Essex Financial Services
Connecticut
$493K +$172K +1,562 +53%
HCM
247
Hengehold Capital Management
Ohio
$488K
SCM
248
Spreng Capital Management
Ohio
$479K -$14.8K -135 -3%
BS
249
Boenning & Scattergood
Pennsylvania
$473K +$177K +1,610 +59%
SWP
250
Strategic Wealth Partners
Ohio
$468K

BOND Hedge Fund Activity: Q4 2021 in Review

410 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q4 2021, worth a combined $2.66B — up 11% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new BOND positions and 29 closed out — a net gain of 34 holders — while 156 added to existing stakes and 131 trimmed.

The largest buyer was Halbert Hargrove Global Advisors, adding an estimated $89.7M. The largest seller was Barclays, exiting entirely with an estimated $10.4M sold.

  • 410 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q4 2021, up from 381 in Q3 2021.
  • Funds reported $2.66B of PIMCO Active Bond Exchange-Traded Fund stock for Q4 2021, up 11% quarter-over-quarter.
  • 63 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q4 2021 and 29 closed out, a net change of +34 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q4 2021 was Halbert Hargrove Global Advisors, an estimated $89.7M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q4 2021 was Barclays, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2021.