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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
LIM
326
Leavell Investment Management
Alabama
$211K
PO
327
Private Ocean
California
$205K
TC
328
TownSquare Capital
Utah
$205K +$879 +8 +0.4%
KA
329
Kovack Advisors
Florida
$202K -$12.8K -117 -6%
BIP
330
Bouvel Investment Partners
Pennsylvania
$202K +$2.53K +23 +1%
CMA
331
Cedar Mountain Advisors
Oregon
$194K +$5.82K +53 +3%
Franklin Resources
332
Franklin Resources
California
$186K
APC
333
Aspire Private Capital
North Carolina
$181K +$5.49K +50 +3%
BFEC
334
Benjamin F. Edwards & Company
Missouri
$178K -$54.4K -495 -23%
TF
335
TimeScale Financial
Massachusetts
$178K +$2.64K +24 +1%
BWS
336
BCR Wealth Strategies
Alabama
$166K +$167K +1,521 New
Qube Research & Technologies (QRT)
337
Qube Research & Technologies (QRT)
United Kingdom
$165K -$9.32M -84,853 -98%
AIM
338
Acropolis Investment Management
Missouri
$161K +$9.99K +91 +7%
RG
339
Retirement Group
California
$153K +$154K +1,400 New
OAJ
340
Ogorek Anthony Joseph
New York
$152K
Rockefeller Capital Management
341
Rockefeller Capital Management
New York
$141K +$14.8K +135 +12%
HNB
342
Huntington National Bank
Ohio
$140K
FWP
343
FAS Wealth Partners
Kansas
$128K
CIAS
344
Capital Investment Advisory Services
North Carolina
$116K -$35.8K -326 -24%
CFD
345
Creative Financial Designs
Indiana
$112K +$17.6K +160 +19%
DWMG
346
DB Wealth Management Group
California
$111K
CWP
347
Concord Wealth Partners
Virginia
$96K +$12.6K +115 +15%
AW
348
Avion Wealth
Texas
$76K -$5.16K -47 -6%
CFN
349
Cordasco Financial Network
Florida
$76K
WWMSC
350
Wagner Wealth Management (South Carolina)
South Carolina
$70K -$110 -1 -0.2%

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.