PIMCO Active Bond Exchange-Traded Fund
BOND
321 hedge funds and large institutions have $1.52B invested in PIMCO Active Bond Exchange-Traded Fund in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 109 increasing their positions, 113 reducing their positions, and 36 closing their positions.
59% more funds holding in top 10
Funds holding in top 10: 22 → 35 (+13)
2.68% more ownership
Funds ownership: 52.25% → 54.93% (+2.7%)
8% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 36
0% less capital invested
Capital invested by funds: $1.52B → $1.52B (-$5.7M)
1% less funds holding
Funds holding: 324 → 321 (-3)
4% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 113
Top Buyers
Top Sellers
| 1 |
JP Morgan Chase
New York
|
-$19.7M |
| 2 |
FFG
Frisch Financial Group
Melville,
New York
|
-$13.1M |
| 3 |
RMC
Regis Management Company
Menlo Park,
California
|
-$12.8M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$12.8M |
| 5 |
FM
Family Management
New York
|
-$12M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FPFS
351
First Personal Financial Services
Charlotte,
North Carolina
| – | -$37K | -339 | Closed |
|
|
CAC
352
Certified Advisory Corp
Altamonte Springs,
Florida
| – | -$35K | -325 | Closed |
|
|
ACA
353
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$33K | -307 | Closed |
|
|
SFSG
354
Stearns Financial Services Group
Greensboro,
North Carolina
| – | -$21K | -197 | Closed |
|
355
Fidelity Investments
Boston,
Massachusetts
| – | -$18.1K | -167 | -98% |
|
|
HWM
356
Howard Wealth Management
Madison,
Connecticut
| – | -$9K | -90 | Closed |
|
|
APWM
357
Atlas Private Wealth Management
Albany,
New York
| – | -$5K | -45 | Closed |
|
|
GSC
358
G&S Capital
Denver,
Colorado
| – | -$1K | -13 | Closed |
|
|
VCM
359
Vigilant Capital Management
Portland,
Maine
| – | -$1K | -11 | Closed |
|
|
FNC
360
First National Corp
Rockland,
Massachusetts
| – | +$1.7M | +15,640 | +363% |
|
BOND Hedge Fund Activity: Q1 2020 in Review
321 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q1 2020, worth a combined $1.52B — down 0.37% from $1.52B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new BOND positions and 36 closed out — a net gain of 3 holders — while 109 added to existing stakes and 113 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $14.5M. The largest seller was JP Morgan Chase, cutting an estimated $19.7M.
- 321 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q1 2020, down from 324 in Q4 2019.
- Funds reported $1.52B of PIMCO Active Bond Exchange-Traded Fund stock for Q1 2020, down 0.37% quarter-over-quarter.
- 39 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q1 2020 and 36 closed out, a net change of +3 holders.
- The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q1 2020 was HighTower Advisors, an estimated $14.5M added.
- The largest PIMCO Active Bond Exchange-Traded Fund seller in Q1 2020 was JP Morgan Chase, an estimated $19.7M sold.
Based on aggregated 13F filings for Q1 2020.