PIMCO Active Bond Exchange-Traded Fund
BOND
247 hedge funds and large institutions have $1.06B invested in PIMCO Active Bond Exchange-Traded Fund in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 91 increasing their positions, 70 reducing their positions, and 24 closing their positions.
75% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 24
30% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 70
14% more capital invested
Capital invested by funds: $935M → $1.06B (+$129M)
6% more funds holding
Funds holding: 233 → 247 (+14)
1.96% more ownership
Funds ownership: 46.89% → 48.85% (+2%)
11% less funds holding in top 10
Funds holding in top 10: 18 → 16 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$69.8M |
| 2 |
RMC
Regis Management Company
Menlo Park,
California
|
+$33.9M |
| 3 |
KFA
Kays Financial Advisory
Atlanta,
Georgia
|
+$21.9M |
| 4 |
FIG
FundX Investment Group
San Francisco,
California
|
+$17.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$15.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
-$87.2M |
| 2 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$65.7M |
| 3 |
PA
Pinnacle Associates
New York
|
-$7.04M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$6.43M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.29M |
BOND Hedge Fund Activity: Q1 2019 in Review
247 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q1 2019, worth a combined $1.06B — up 14% from $935M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new BOND positions and 24 closed out — a net gain of 18 holders — while 91 added to existing stakes and 70 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $69.8M. The largest seller was Janney Capital Management, exiting entirely with an estimated $87.2M sold.
- 247 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q1 2019, up from 233 in Q4 2018.
- Funds reported $1.06B of PIMCO Active Bond Exchange-Traded Fund stock for Q1 2019, up 14% quarter-over-quarter.
- 42 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q1 2019 and 24 closed out, a net change of +18 holders.
- The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $69.8M added.
- The largest PIMCO Active Bond Exchange-Traded Fund seller in Q1 2019 was Janney Capital Management, an estimated $87.2M sold.
Based on aggregated 13F filings for Q1 2019.