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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
RIA
301
Realta Investment Advisors
Delaware
$276K
Luther King Capital Management (LKCM)
302
Luther King Capital Management (LKCM)
Texas
$274K
CIG
303
Cairn Investment Group
Washington
$271K +$22K +200 +9%
CG
304
Colony Group
Massachusetts
$270K -$6.92K -63 -2%
IP
305
Intellectus Partners
California
$267K
TSS
306
Two Sigma Securities
New York
$264K -$113K -1,029 -30%
CBFP
307
Cedar Brook Financial Partners
Ohio
$262K +$15.4K +140 +6%
SIC
308
Salem Investment Counselors
North Carolina
$258K -$22.7K -207 -8%
GP
309
Girard Partners
Pennsylvania
$254K -$55.2K -503 -18%
EWM
310
Empirical Wealth Management
Washington
$252K
B
311
Bridgeworth
Alabama
$251K +$252K +2,297 New
AL
312
ACAS LLC
California
$248K -$1.21K -11 -0.5%
TNBTD
313
Trustmark National Bank Trust Department
Mississippi
$245K
PWM
314
Perigon Wealth Management
California
$239K
RRA
315
Round Rock Advisors
Connecticut
$233K +$234K +2,131 New
OIA
316
OneDigital Investment Advisors
Kansas
$232K +$8.46K +77 +4%
FAIM
317
Financial Advocates Investment Management
Washington
$232K +$17.8K +162 +8%
FMWA
318
Forvis Mazars Wealth Advisors
Missouri
$229K -$2.96K -27 -1%
SFWA
319
Summit Financial Wealth Advisors
Louisiana
$228K +$21K +191 +10%
TA
320
TFG Advisers
Michigan
$227K -$5.38K -49 -2%
MCM
321
Morton Capital Management
California
$225K +$226K +2,054 New
TCWA
322
Ten Capital Wealth Advisors
Washington
$217K
SBL
323
Sargent Bickham Lagudis
Colorado
$216K -$52.7K -480 -20%
VAS
324
Valicenti Advisory Services
New York
$216K
BDF
325
Balasa Dinverno & Foltz
$216K +$217K +1,977 New

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.