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PIMCO Active Bond Exchange-Traded Fund

343 hedge funds and large institutions have $2.03B invested in PIMCO Active Bond Exchange-Traded Fund in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 171 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $540K

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

125% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 76

14% more funds holding in top 10

Funds holding in top 10: 2933 (+4)

12% more capital invested

Capital invested by funds: $1.8B → $2.03B (+$222M)

8% more funds holding

Funds holding: 318343 (+25)

0.32% more ownership

Funds ownership: 53.51%53.82% (+0.32%)

Holders
343
Holders Change
+25
Holders Change %
+7.86%
% of All Funds
6.92%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.67%
New
41
Increased
171
Reduced
76
Closed
15
Calls
$1.81M
Puts
$540K
Net Calls
+$1.27M
Net Calls Change
-$170K
Name Holding Trade Value Shares
Change
Change in
Stake
BL
251
BFSG LLC
California
$281K -$89.8K -799 -24%
Luther King Capital Management (LKCM)
252
Luther King Capital Management (LKCM)
Texas
$281K
RWB
253
RMR Wealth Builders
New Jersey
$279K +$279K +2,484 New
FSWA
254
Financial Synergies Wealth Advisors
Texas
$276K +$1.8K +16 +0.7%
SWM
255
SeaCrest Wealth Management
New York
$269K -$24.7K -220 -8%
CAM
256
Concorde Asset Management
Michigan
$262K +$17.3K +154 +7%
WLIM
257
White Lighthouse Investment Management
Massachusetts
$258K +$11.2K +100 +5%
HAIM
258
Hunter Associates Investment Management
Pennsylvania
$253K
ST
259
Smithfield Trust
Pennsylvania
$247K
TA
260
TFG Advisers
Michigan
$238K +$562 +5 +0.2%
TFA
261
Teamwork Financial Advisors
Texas
$235K -$134K -1,195 -36%
MNBTD
262
Moody National Bank Trust Division
Texas
$229K -$25.3K -225 -10%
VAS
263
Valicenti Advisory Services
New York
$228K
AFG
264
Albion Financial Group
Utah
$225K
FWP
265
FAS Wealth Partners
Kansas
$225K +$225K +2,000 New
OIA
266
OneDigital Investment Advisors
Kansas
$223K +$223K +1,985 New
CPW
267
Catalyst Private Wealth
California
$222K +$222K +1,974 New
SFWA
268
Summit Financial Wealth Advisors
Louisiana
$219K -$69.6K -619 -24%
AIM
269
Acropolis Investment Management
Missouri
$216K +$216K +1,919 New
SG
270
StoneX Group
New York
$210K +$6.97K +62 +3%
LF
271
LifeSteps Financial
California
$210K +$210K +1,871 New
IWP
272
Insight Wealth Partners
Texas
$205K
AWA
273
Arete Wealth Advisors
Illinois
$202K -$12.1K -108 -6%
SMH
274
Sanders Morris Harris
Texas
$202K +$202K +1,800 New
SFG
275
SNS Financial Group
Minnesota
$201K -$47.2K -420 -19%

BOND Hedge Fund Activity: Q3 2020 in Review

343 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q3 2020, worth a combined $2.03B — up 12% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new BOND positions and 15 closed out — a net gain of 26 holders — while 171 added to existing stakes and 76 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $29.8M. The largest seller was AE Wealth Management, cutting an estimated $20.9M.

  • 343 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q3 2020, up from 318 in Q2 2020.
  • Funds reported $2.03B of PIMCO Active Bond Exchange-Traded Fund stock for Q3 2020, up 12% quarter-over-quarter.
  • 41 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q3 2020 and 15 closed out, a net change of +26 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q3 2020 was Jane Street, an estimated $29.8M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q3 2020 was AE Wealth Management, an estimated $20.9M sold.

Based on aggregated 13F filings for Q3 2020.