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PIMCO Active Bond Exchange-Traded Fund

324 hedge funds and large institutions have $1.52B invested in PIMCO Active Bond Exchange-Traded Fund in 2019 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 136 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

306% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 18

113% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 64

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

18% more funds holding

Funds holding: 274324 (+50)

16% more capital invested

Capital invested by funds: $1.31B → $1.52B (+$213M)

4.16% more ownership

Funds ownership: 48.09%52.25% (+4.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3.13M

Holders
324
Holders Change
+50
Holders Change %
+18.25%
% of All Funds
6.38%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.43%
New
73
Increased
136
Reduced
64
Closed
18
Calls
Puts
$3.13M
Net Calls
-$3.13M
Net Calls Change
-$786K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
301
Fidelity Investments
Massachusetts
$18K -$10.7K -99 -37%
LFG
302
LifePlan Financial Group
Ohio
$18K
LGWM
303
Litman Gregory Wealth Management
California
$16K
NSIM
304
North Star Investment Management
Illinois
$13K
WT
305
Whittier Trust
California
$13K
CFA
306
Carroll Financial Associates
North Carolina
$12K -$17K -157 -57%
Rockefeller Capital Management
307
Rockefeller Capital Management
New York
$12K
S
308
SignatureFD
Georgia
$12K +$12K +111 New
LWM
309
Liberty Wealth Management
California
$12K +$12.3K +114 New
1NWS
310
1 North Wealth Services
Maryland
$10K +$10.3K +95 New
LFG
311
Larson Financial Group
Missouri
$9K +$9.2K +85 New
HWM
312
Howard Wealth Management
Connecticut
$9K +$9.74K +90 New
CTC
313
Central Trust Company
Missouri
$7K
GFPC
314
Global Financial Private Client
Florida
$5.71K +$5.74K +53 New
JFA
315
JNBA Financial Advisors
Minnesota
$5K
ME
316
McIlrath & Eck
Washington
$5K
APWM
317
Atlas Private Wealth Management
New York
$5K +$4.87K +45 New
BHWM
318
Bay Harbor Wealth Management
Maryland
$4K
LPWM
319
Lake Point Wealth Management
Texas
$4K +$3.79K +35 New
MAWCM
320
Mine & Arao Wealth Creation & Management
California
$3K +$3.14K +29 New
FFW
321
Fusion Family Wealth
New York
$2K
GWS
322
Glassman Wealth Services
Virginia
$2K
GSC
323
G&S Capital
Colorado
$1K
HNB
324
Huntington National Bank
Ohio
$1K
VCM
325
Vigilant Capital Management
Maine
$1K +$1.19K +11 New

BOND Hedge Fund Activity: Q4 2019 in Review

324 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q4 2019, worth a combined $1.52B — up 16% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new BOND positions and 18 closed out — a net gain of 55 holders — while 136 added to existing stakes and 64 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $35.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $13.3M sold.

  • 324 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q4 2019, up from 274 in Q3 2019.
  • Funds reported $1.52B of PIMCO Active Bond Exchange-Traded Fund stock for Q4 2019, up 16% quarter-over-quarter.
  • 73 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q4 2019 and 18 closed out, a net change of +55 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q4 2019 was Brinker Capital Investments, an estimated $35.6M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q4 2019 was Citadel Advisors, an estimated $13.3M sold.

Based on aggregated 13F filings for Q4 2019.