PIMCO Active Bond Exchange-Traded Fund
BOND
371 hedge funds and large institutions have $2.5B invested in PIMCO Active Bond Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 156 increasing their positions, 128 reducing their positions, and 31 closing their positions.
23% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 31
22% more repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 128
16% more capital invested
Capital invested by funds: $2.15B → $2.5B (+$344M)
16% more funds holding in top 10
Funds holding in top 10: 32 → 37 (+5)
5.26% more ownership
Funds ownership: 66.74% → 72% (+5.3%)
0% more funds holding
Funds holding: 371 → 371 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$86.7M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$63.7M |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$63.7M |
| 4 |
LPL Financial
San Diego,
California
|
+$28.7M |
| 5 |
Morgan Stanley
New York
|
+$28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$22.1M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$14.8M |
| 3 |
FFA
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
-$8.68M |
| 4 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$7.38M |
| 5 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$7.12M |
BOND Hedge Fund Activity: Q2 2023 in Review
371 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q2 2023, worth a combined $2.5B — up 16% from $2.15B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new BOND positions and 31 closed out — a net gain of 7 holders — while 156 added to existing stakes and 128 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $86.7M. The largest seller was Mercer Global Advisors, cutting an estimated $22.1M.
- 371 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $2.5B of PIMCO Active Bond Exchange-Traded Fund stock for Q2 2023, up 16% quarter-over-quarter.
- 38 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q2 2023 and 31 closed out, a net change of +7 holders.
- The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q2 2023 was Osaic Holdings, an estimated $86.7M added.
- The largest PIMCO Active Bond Exchange-Traded Fund seller in Q2 2023 was Mercer Global Advisors, an estimated $22.1M sold.
Based on aggregated 13F filings for Q2 2023.