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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
LC
351
Lindbrook Capital
California
$66K +$65.9K +600 New
MAM
352
Meeder Asset Management
Ohio
$65K +$65.4K +596 New
FRA
353
Front Row Advisors
California
$62K
COCM
354
Charter Oak Capital Management
New Hampshire
$61K
CA
355
CoreCap Advisors
Michigan
$61K +$61.3K +558 New
PFBT
356
Parkside Financial Bank & Trust
Missouri
$57K +$1.65K +15 +3%
Fifth Third Bancorp
357
Fifth Third Bancorp
Ohio
$56K +$56.2K +512 New
HWA
358
HHM Wealth Advisors
Tennessee
$51K
HI
359
Hudock Inc
Pennsylvania
$47K +$329 +3 +0.7%
US Bancorp
360
US Bancorp
Minnesota
$47K +$879 +8 +2%
AC
361
AlphaCore Capital
California
$46K
DAM
362
Delta Asset Management
Tennessee
$46K
GLLW
363
Graves Light Lenhart Wealth
Virginia
$45K
CWS
364
Confluence Wealth Services
Pennsylvania
$45K +$45.5K +414 New
CPFP
365
Clear Perspectives Financial Planning
Ohio
$44K
KTC
366
Kistler-Tiffany Companies
Pennsylvania
$42K
CWM
367
Cranbrook Wealth Management
Michigan
$41K
GWS
368
Glassman Wealth Services
Virginia
$41K +$39.8K +362 +2,263%
DTIM
369
Danda Trouve Investment Management
Kansas
$37K
BWA
370
BDO Wealth Advisors
Florida
$35K
BWP
371
Baldwin Wealth Partners
Massachusetts
$33K
BWL
372
Bogart Wealth LLC
Virginia
$33K
MHR
373
Matthew Hamilton Rosenberg
$32K
NFSG
374
Newbridge Financial Services Group
Florida
$30K +$220 +2 +0.7%
EVM
375
Eaton Vance Management
Massachusetts
$28K

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.