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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
AFG
251
Albion Financial Group
Utah
$216K
PGWM
252
Parisi Gray Wealth Management
New Jersey
$216K
Cerity Partners
253
Cerity Partners
New York
$214K +$215K +1,985 New
TFA
254
Teamwork Financial Advisors
Texas
$213K +$214K +1,979 New
DOA
255
D'Orazio & Associates
Virginia
$206K +$217 +2 +0.1%
MAFM
256
Mid Atlantic Financial Management
Pennsylvania
$205K +$206K +1,899 New
CCM
257
Colorado Capital Management
Colorado
$195K -$2.81K -26 -1%
Barclays
258
Barclays
United Kingdom
$183K
PCM
259
Price Capital Management
Louisiana
$183K
OAJ
260
Ogorek Anthony Joseph
New York
$174K
EP
261
Eudaimonia Partners
Tennessee
$165K +$166K +1,535 New
PA
262
Parallel Advisors
California
$160K +$7.9K +73 +5%
MGIA
263
Moneta Group Investment Advisors
Missouri
$135K -$53.4K -493 -28%
FDCDDQ
264
Federation des caisses Desjardins du Quebec
Quebec, Canada
$135K +$14.8K +137 +12%
OIA
265
Optimum Investment Advisors
Illinois
$130K +$109K +1,003 +502%
PFGIA
266
Patriot Financial Group Insurance Agency
Massachusetts
$94K +$10.2K +94 +12%
BFEC
267
Benjamin F. Edwards & Company
Missouri
$86K +$3.9K +36 +5%
EWA
268
Evolution Wealth Advisors
Florida
$75K +$75.2K +695 New
CMA
269
Cedar Mountain Advisors
Oregon
$74K +$74.7K +690 New
BWA
270
BDO Wealth Advisors
Florida
$72K -$26.5K -245 -27%
US Bancorp
271
US Bancorp
Minnesota
$71K
CCM
272
Covington Capital Management
California
$66K
VCP
273
Verus Capital Partners
Arizona
$65K +$65K +600 New
FRA
274
Front Row Advisors
California
$61K
SMFS
275
Squar Milner Financial Services
California
$58K +$59K +545 New

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.