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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
SS
276
Sunbelt Securities
Texas
$351K
AWM
277
Avior Wealth Management
Nebraska
$348K -$4.83K -44 -1%
BHB
278
Bank Hapoalim BM
Israel
$348K
VAG
279
VisionPoint Advisory Group
Texas
$344K -$24.5K -223 -6%
AA
280
Advisory Alpha
Michigan
$341K -$263K -2,395 -43%
PFGIA
281
Patriot Financial Group Insurance Agency
Massachusetts
$339K -$3.73K -34 -1%
BCA
282
Bay Colony Advisors
Massachusetts
$336K +$879 +8 +0.3%
PA
283
PFG Advisors
Arizona
$333K +$83.5K +760 +33%
MSFS
284
Main Street Financial Solutions
Pennsylvania
$332K +$333K +3,036 New
MFW
285
Meristem Family Wealth
Minnesota
$328K -$60.4K -550 -15%
HPWM
286
Highland Private Wealth Management
Washington
$327K
AL
287
Aspiriant LLC
California
$319K +$320K +2,913 New
FFG
288
Frisch Financial Group
New York
$317K -$40K -364 -11%
GCM
289
Gator Capital Management
Florida
$317K +$318K +2,900 New
XF
290
XML Financial
Maryland
$316K -$7.58K -69 -2%
BIA
291
Barry Investment Advisors
Massachusetts
$314K +$315K +2,864 New
GBWM
292
Granite Bay Wealth Management
New Hampshire
$313K +$324K +2,953 New
WWP
293
Waypoint Wealth Partners
California
$311K +$8.35K +76 +3%
SFG
294
StrategIQ Financial Group
Indiana
$309K +$310K +2,825 New
MCWS
295
McKinley Carter Wealth Services
West Virginia
$306K -$54.9K -500 -15%
SF
296
Symphony Financial
Texas
$295K -$50.2K -457 -14%
MMM
297
Mendel Money Management
Illinois
$294K +$60.4K +550 +26%
VA
298
Valmark Advisers
Ohio
$287K -$54.1K -493 -16%
SWM
299
Silverlake Wealth Management
Vermont
$286K +$287K +2,614 New
LFAS
300
Level Four Advisory Services
Texas
$276K -$9.88K -90 -3%

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.