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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
Creative Planning
251
Creative Planning
Kansas
$464K -$226K -2,058 -33%
ASN
252
Advisory Services Network
Georgia
$459K -$3.29K -30 -0.7%
GEA
253
Glen Eagle Advisors
New Jersey
$434K +$110 +1 +0%
GVAG
254
Great Valley Advisor Group
Delaware
$424K +$183K +1,662 +75%
MGWM
255
Marks Group Wealth Management
Minnesota
$423K +$206K +1,877 +94%
VFIC
256
Valley Forge Investment Consultants
Pennsylvania
$416K +$2.64K +24 +0.6%
LFS
257
Legacy Financial Strategies
Kansas
$415K +$23.9K +218 +6%
AIA
258
Alera Investment Advisors
Illinois
$409K -$199K -1,816 -33%
KeyBank National Association
259
KeyBank National Association
Ohio
$409K
OMC
260
Overbrook Management Corp
New York
$405K +$76.9K +700 +23%
TAM
261
Townsend Asset Management
North Carolina
$404K +$61.1K +556 +18%
TCWM
262
Total Clarity Wealth Management
Illinois
$403K -$35.7K -325 -8%
CCM
263
Covington Capital Management
California
$401K
HCM
264
Howland Capital Management
Massachusetts
$401K +$2.96K +27 +0.7%
CAM
265
Cresset Asset Management
Illinois
$400K +$401K +3,653 New
OCM
266
One Capital Management
California
$395K +$83.9K +764 +27%
BWA
267
Burt Wealth Advisors
Maryland
$393K
BEC
268
Blue Edge Capital
Virginia
$388K +$6.81K +62 +2%
PFA
269
Paradigm Financial Advisors
Missouri
$388K -$108K -979 -22%
ERWM
270
Elk River Wealth Management
Colorado
$379K -$24.4K -222 -6%
CIBC Asset Management
271
CIBC Asset Management
Ontario, Canada
$367K
NRI
272
NFP Retirement Inc
California
$364K -$34.9K -318 -9%
AC
273
Avestar Capital
New York
$362K +$61.2K +557 +20%
T
274
TCWP
Ohio
$360K +$362K +3,294 New
OC
275
Oppenheimer & Co
New York
$358K +$41.9K +382 +13%

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.