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PIMCO Active Bond Exchange-Traded Fund

343 hedge funds and large institutions have $2.03B invested in PIMCO Active Bond Exchange-Traded Fund in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 171 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $540K

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

125% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 76

14% more funds holding in top 10

Funds holding in top 10: 2933 (+4)

12% more capital invested

Capital invested by funds: $1.8B → $2.03B (+$222M)

8% more funds holding

Funds holding: 318343 (+25)

0.32% more ownership

Funds ownership: 53.51%53.82% (+0.32%)

Holders
343
Holders Change
+25
Holders Change %
+7.86%
% of All Funds
6.92%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.67%
New
41
Increased
171
Reduced
76
Closed
15
Calls
$1.81M
Puts
$540K
Net Calls
+$1.27M
Net Calls Change
-$170K
Name Holding Trade Value Shares
Change
Change in
Stake
PFWA
301
Paces Ferry Wealth Advisors
Georgia
$69K +$68.6K +610 New
HI
302
Hudock Inc
Pennsylvania
$68K -$229K -2,040 -77%
FRA
303
Front Row Advisors
California
$64K
CSPIA
304
Cary Street Partners Investment Advisory
Virginia
$64K +$63.9K +568 New
NFSG
305
Newbridge Financial Services Group
Florida
$64K +$64.2K +571 New
PFBT
306
Parkside Financial Bank & Trust
Missouri
$57K -$675 -6 -1%
AC
307
AlphaCore Capital
California
$53K
HWA
308
HHM Wealth Advisors
Tennessee
$53K
DAM
309
Delta Asset Management
Tennessee
$52K
CFD
310
Creative Financial Designs
Indiana
$52K +$337 +3 +0.7%
IRC
311
Investors Research Corp
Georgia
$47K
LWM
312
Liberty Wealth Management
California
$47K +$33.8K +301 +259%
EP
313
Eudaimonia Partners
Tennessee
$45K -$28.6K -254 -39%
BWL
314
Bogart Wealth LLC
Virginia
$44K -$2.59K -23 -5%
KTC
315
Kistler-Tiffany Companies
Pennsylvania
$43K +$35.1K +312 +446%
MHR
316
Matthew Hamilton Rosenberg
$39K +$39.1K +348 New
GI
317
Gradient Investments
Minnesota
$38K +$225 +2 +0.6%
KCM
318
Kathmere Capital Management
Pennsylvania
$38K +$38.2K +340 New
BWP
319
Baldwin Wealth Partners
Massachusetts
$34K
DSC
320
Duncker Streett & Co
Missouri
$34K
SA
321
SRH Advisors
Kansas
$28K
CAAS
322
Capital Asset Advisory Services
Michigan
$26K
ACA
323
Aptus Capital Advisors
Alabama
$24K +$24.7K +220 New
SFSG
324
Stearns Financial Services Group
North Carolina
$23K +$22.6K +201 New
JCM
325
Jacobi Capital Management
Pennsylvania
$22K

BOND Hedge Fund Activity: Q3 2020 in Review

343 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q3 2020, worth a combined $2.03B — up 12% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new BOND positions and 15 closed out — a net gain of 26 holders — while 171 added to existing stakes and 76 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $29.8M. The largest seller was AE Wealth Management, cutting an estimated $20.9M.

  • 343 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q3 2020, up from 318 in Q2 2020.
  • Funds reported $2.03B of PIMCO Active Bond Exchange-Traded Fund stock for Q3 2020, up 12% quarter-over-quarter.
  • 41 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q3 2020 and 15 closed out, a net change of +26 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q3 2020 was Jane Street, an estimated $29.8M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q3 2020 was AE Wealth Management, an estimated $20.9M sold.

Based on aggregated 13F filings for Q3 2020.