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PIMCO Active Bond Exchange-Traded Fund

318 hedge funds and large institutions have $1.8B invested in PIMCO Active Bond Exchange-Traded Fund in 2020 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 145 increasing their positions, 79 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

679% more call options, than puts

Call options by funds: $1.65M | Put options by funds: $212K

84% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 79

19% more capital invested

Capital invested by funds: $1.52B → $1.8B (+$286M)

0% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 34

1% less funds holding

Funds holding: 321318 (-3)

1.42% less ownership

Funds ownership: 54.93%53.51% (-1.4%)

17% less funds holding in top 10

Funds holding in top 10: 3529 (-6)

Holders
318
Holders Change
-3
Holders Change %
-0.93%
% of All Funds
6.52%
Holding in Top 10
29
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.14%
% of All Funds
0.59%
New
34
Increased
145
Reduced
79
Closed
34
Calls
$1.65M
Puts
$212K
Net Calls
+$1.44M
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
301
LifePlan Financial Group
Ohio
$18K
LGWM
302
Litman Gregory Wealth Management
California
$17K
PVH
303
Psagot Value Holdings
Israel
$14K -$12.7K -116 -48%
CFA
304
Carroll Financial Associates
North Carolina
$13K
WT
305
Whittier Trust
California
$13K
LWM
306
Liberty Wealth Management
California
$13K +$110 +1 +0.9%
Rockefeller Capital Management
307
Rockefeller Capital Management
New York
$12K
LFG
308
Larson Financial Group
Missouri
$11K +$548 +5 +5%
KTC
309
Kistler-Tiffany Companies
Pennsylvania
$8K +$7.67K +70 New
SIS
310
Sound Income Strategies
Florida
$7K
JFA
311
JNBA Financial Advisors
Minnesota
$6K
GFPC
312
Global Financial Private Client
Florida
$5.9K
ME
313
McIlrath & Eck
Washington
$5K
LAS
314
Lloyd Advisory Services
Georgia
$5K +$4.71K +43 New
BHWM
315
Bay Harbor Wealth Management
Maryland
$4K
MAWCM
316
Mine & Arao Wealth Creation & Management
California
$3K +$110 +1 +3%
Northwestern Mutual Wealth Management
317
Northwestern Mutual Wealth Management
Wisconsin
$3K +$548 +5 +25%
FFW
318
Fusion Family Wealth
New York
$2K
GWS
319
Glassman Wealth Services
Virginia
$2K
WIM
320
Westside Investment Management
California
$17 -$27.4K -250 -61%
BSAM
321
Blue Sky Asset Management
Colorado
-$13.8M -129,521 Closed
FIG
322
FundX Investment Group
California
-$13.5M -127,146 Closed
Jane Street
323
Jane Street
New York
-$8.92M -84,037 Closed
AF
324
Allworth Financial
California
-$7.24M -68,223 Closed
SCA
325
Stokes Capital Advisors
South Carolina
-$6.88M -64,833 Closed

BOND Hedge Fund Activity: Q2 2020 in Review

318 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q2 2020, worth a combined $1.8B — up 19% from $1.52B a quarter earlier.

Fund positioning in BOND was balanced in Q2 2020: 34 funds opened new positions, 34 closed out, 145 added to existing stakes and 79 trimmed.

The largest buyer was Your Advocates Ltd, adding an estimated $25.1M. The largest seller was Osaic Holdings, cutting an estimated $99.3M.

  • 318 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q2 2020, down from 321 in Q1 2020.
  • Funds reported $1.8B of PIMCO Active Bond Exchange-Traded Fund stock for Q2 2020, up 19% quarter-over-quarter.
  • 34 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q2 2020 and 34 closed out, a net change of 0 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q2 2020 was Your Advocates Ltd, an estimated $25.1M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q2 2020 was Osaic Holdings, an estimated $99.3M sold.

Based on aggregated 13F filings for Q2 2020.