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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
SA
326
Strategic Advisors
New York
-$5.63M -52,230 Closed
OMC
327
Old Mission Capital
Illinois
-$1.27M -11,980 Closed
FFN
328
Focus Financial Network
Minnesota
-$1.19M -11,204 Closed
Susquehanna International Group
329
Susquehanna International Group
Pennsylvania
-$955K -8,718 Closed
BAC
330
Boys Arnold & Co
North Carolina
-$840K -7,911 Closed
SW
331
SVB Wealth
Massachusetts
-$573K -5,400 Closed
EAM
332
Evanson Asset Management
California
-$498K -4,691 Closed
TNBTD
333
Trustmark National Bank Trust Department
Mississippi
-$403K -3,800 Closed
LFPWM
334
Leicht Financial Planning & Wealth Management
New Jersey
-$349K -3,279 Closed
SF
335
Synovus Financial
Georgia
-$294K -2,790 Closed
KCM
336
Kanawha Capital Management
Virginia
-$277K -2,610 Closed
FA
337
FCG Advisors
New Jersey
-$255K -2,399 Closed
IF
338
IRON Financial
Illinois
-$237K -2,235 Closed
Ameriprise
339
Ameriprise
Minnesota
-$230K -2,165 Closed
Fisher Asset Management
340
Fisher Asset Management
Washington
-$227K -2,139 Closed
LRIA
341
Leonard Rickey Investment Advisors
Washington
-$223K -2,105 Closed
JWA
342
JFS Wealth Advisors
Pennsylvania
-$223K -2,096 Closed
LF
343
LifeSteps Financial
California
-$220K -2,071 Closed
B
344
Bridgeworth
Alabama
-$204K -1,921 Closed
SMFS
345
Squar Milner Financial Services
California
-$57K -545 Closed
GSWM
346
Golden State Wealth Management
California
-$27K -255 Closed
TL
347
TrueWealth LLC
Georgia
-$27K -254 Closed
MWM
348
MBE Wealth Management
Wisconsin
-$25K -240 Closed
CTB
349
Country Trust Bank
Illinois
-$17K -163 Closed
NSIM
350
North Star Investment Management
Illinois
-$13K -119 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.