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PIMCO Active Bond Exchange-Traded Fund

318 hedge funds and large institutions have $1.8B invested in PIMCO Active Bond Exchange-Traded Fund in 2020 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 145 increasing their positions, 79 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

679% more call options, than puts

Call options by funds: $1.65M | Put options by funds: $212K

84% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 79

19% more capital invested

Capital invested by funds: $1.52B → $1.8B (+$286M)

0% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 34

1% less funds holding

Funds holding: 321318 (-3)

1.42% less ownership

Funds ownership: 54.93%53.51% (-1.4%)

17% less funds holding in top 10

Funds holding in top 10: 3529 (-6)

Holders
318
Holders Change
-3
Holders Change %
-0.93%
% of All Funds
6.52%
Holding in Top 10
29
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.14%
% of All Funds
0.59%
New
34
Increased
145
Reduced
79
Closed
34
Calls
$1.65M
Puts
$212K
Net Calls
+$1.44M
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
251
Level Four Advisory Services
Texas
$227K +$438 +4 +0.2%
VAS
252
Valicenti Advisory Services
New York
$226K
AFG
253
Albion Financial Group
Utah
$223K
DOA
254
D'Orazio & Associates
Virginia
$214K +$219 +2 +0.1%
RWA
255
RGT Wealth Advisors
Texas
$214K +$210K +1,918 New
AWA
256
Arete Wealth Advisors
Illinois
$213K +$210K +1,913 New
LNC
257
Lincoln National Corp
Pennsylvania
$208K +$204K +1,864 New
IWP
258
Insight Wealth Partners
Texas
$204K +$200K +1,825 New
SG
259
StoneX Group
New York
$201K -$16.4K -150 -8%
Franklin Resources
260
Franklin Resources
California
$198K +$193K +1,762 New
RMC
261
Regis Management Company
California
$190K +$1.86M +16,993 +11%
TF
262
TimeScale Financial
Massachusetts
$158K +$155K +1,417 New
OAJ
263
Ogorek Anthony Joseph
New York
$155K
CIAS
264
Capital Investment Advisory Services
North Carolina
$141K -$17.5K -160 -11%
EFSCE
265
Enterprise Financial Services Corp (EFSC)
Missouri
$140K -$250K -2,280 -64%
FDCDDQ
266
Federation des caisses Desjardins du Quebec
Quebec, Canada
$140K
OIA
267
Optimum Investment Advisors
Illinois
$113K +$876 +8 +0.8%
GC
268
Grace Capital
Massachusetts
$112K
SBSB
269
Sullivan, Bruyette, Speros & Blaney
Virginia
$102K +$101K +918 New
BFEC
270
Benjamin F. Edwards & Company
Missouri
$98K +$8K +73 +9%
HFA
271
Hoover Financial Advisors
Pennsylvania
$97K +$94.8K +866 New
US Bancorp
272
US Bancorp
Minnesota
$94K +$39.4K +360 +74%
PFGIA
273
Patriot Financial Group Insurance Agency
Massachusetts
$90K -$19.7K -180 -18%
FHA
274
Flagship Harbor Advisors
Massachusetts
$81K +$438 +4 +0.5%
EWA
275
Evolution Wealth Advisors
Florida
$78K

BOND Hedge Fund Activity: Q2 2020 in Review

318 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q2 2020, worth a combined $1.8B — up 19% from $1.52B a quarter earlier.

Fund positioning in BOND was balanced in Q2 2020: 34 funds opened new positions, 34 closed out, 145 added to existing stakes and 79 trimmed.

The largest buyer was Your Advocates Ltd, adding an estimated $25.1M. The largest seller was Osaic Holdings, cutting an estimated $99.3M.

  • 318 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q2 2020, down from 321 in Q1 2020.
  • Funds reported $1.8B of PIMCO Active Bond Exchange-Traded Fund stock for Q2 2020, up 19% quarter-over-quarter.
  • 34 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q2 2020 and 34 closed out, a net change of 0 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q2 2020 was Your Advocates Ltd, an estimated $25.1M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q2 2020 was Osaic Holdings, an estimated $99.3M sold.

Based on aggregated 13F filings for Q2 2020.