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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
RFWA
326
RPg Family Wealth Advisory
Massachusetts
$19.7K
LFG
327
LifePlan Financial Group
Ohio
$19K
LGWM
328
Litman Gregory Wealth Management
California
$17K
PVH
329
Psagot Value Holdings
Israel
$14K
CFA
330
Carroll Financial Associates
North Carolina
$13K
WT
331
Whittier Trust
California
$13K
Rockefeller Capital Management
332
Rockefeller Capital Management
New York
$12K
LFG
333
Larson Financial Group
Missouri
$11K +$337 +3 +3%
SIS
334
Sound Income Strategies
Florida
$7K
JFA
335
JNBA Financial Advisors
Minnesota
$6K
GFPC
336
Global Financial Private Client
Florida
$5.95K
ME
337
McIlrath & Eck
Washington
$5K
BHWM
338
Bay Harbor Wealth Management
Maryland
$4K
MAWCM
339
Mine & Arao Wealth Creation & Management
California
$3K
FFW
340
Fusion Family Wealth
New York
$2K
GWS
341
Glassman Wealth Services
Virginia
$2K
ZB
342
Zions Bancorporation
Utah
$2K +$2.25K +20 New
FFA
343
Founders Financial Alliance
North Carolina
$1K +$1.24K +11 New
Millennium Management
344
Millennium Management
New York
$677 +$29.6K +263 +5%
BHB
345
Bank Hapoalim BM
Israel
$427
WIM
346
Westside Investment Management
California
$18
KLI
347
Kelman-Lazarov Inc
Tennessee
-$6.06M -54,301 Closed
HIM
348
Hanlon Investment Management
New Jersey
-$4.39M -39,309 Closed
CCFM
349
Clear Creek Financial Management
Washington
-$3.23M -28,902 Closed
Cerity Partners
350
Cerity Partners
New York
-$2.6M -23,259 Closed

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.