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PIMCO Active Bond Exchange-Traded Fund
BOND

381 hedge funds and large institutions have $2.4B invested in PIMCO Active Bond Exchange-Traded Fund in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 163 increasing their positions, 120 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 120

31% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 32

9% more capital invested

Capital invested by funds: $2.2B → $2.4B (+$199M)

3.78% more ownership

Funds ownership: 53.97% → 57.75% (+3.8%)

1% more funds holding

Funds holding: 376 → 381 (+5)

0% more funds holding in top 10

Funds holding in top 10: 35 → 35 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.15M

Holders
381
Holders Change
+5
Holders Change %
+1.33%
% of All Funds
6.69%
Holding in Top 10
35
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
42
Increased
163
Reduced
120
Closed
32
Calls
–
Puts
$1.15M
Net Calls
-$1.15M
Net Calls Change
-$1.39M

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$75.4M
2
Citadel Advisors
Citadel Advisors
Florida
+$19.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16.6M
4
CW
CreativeOne Wealth
Kansas
+$16.3M
5
Jane Street
Jane Street
New York
+$15.5M

Top Sellers

Rank Fund Capital Flow
1
TIM
Total Investment Management
Arizona
-$16.6M
2
SA
Strategic Advisors
New York
-$11.1M
3
FFG
Frisch Financial Group
New York
-$10.3M
4
MWM
Merriman Wealth Management
Washington
-$7.46M
5
MWM
MinichMacGregor Wealth Management
New York
-$7.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
376
Fifth Third Bancorp
Ohio
$10K +$9.91K +89 New
JFA
377
JNBA Financial Advisors
Minnesota
$6K – – –
GFPC
378
Global Financial Private Client
Florida
$5.81K – – –
ME
379
McIlrath & Eck
Washington
$5K – – –
BHWM
380
Bay Harbor Wealth Management
Maryland
$3K – – –
MAWCM
381
Mine & Arao Wealth Creation & Management
California
$3K – – –
FFW
382
Fusion Family Wealth
New York
$2K – – –
GWS
383
Glassman Wealth Services
Virginia
$2K – – –
HNB
384
Huntington National Bank
Ohio
$1K – – –
WIM
385
Westside Investment Management
California
$22 +$5.01K +45 +28%
TIM
386
Total Investment Management
Arizona
– -$16.6M -146,654 Closed
SA
387
Strategic Advisors
New York
– -$11.1M -98,677 Closed
MWM
388
Merriman Wealth Management
Washington
– -$7.46M -65,943 Closed
TA
389
TrueWealth Advisors
Alabama
– -$1.57M -14,030 Closed
SA
390
Shilanski & Associates
Alaska
– -$1.36M -12,019 Closed
FTUS
391
Flow Traders U.S.
New York
– -$574K -5,076 Closed
ACI
392
Alpha Cubed Investments
California
– -$536K -4,740 Closed
PWLP
393
Prio Wealth Limited Partnership
Massachusetts
– -$433K -3,832 Closed
VFG
394
V2 Financial group
Illinois
– -$428K -3,787 Closed
AFP
395
Ausdal Financial Partners
Iowa
– -$422K -3,729 Closed
CCFM
396
Clear Creek Financial Management
Washington
– -$417K -3,687 Closed
Millennium Management
397
Millennium Management
New York
– -$382K -3,375 Closed
CCM
398
Crabel Capital Management
California
– -$337K -2,978 Closed
SCG
399
Sonata Capital Group
Washington
– -$317K -2,800 Closed
Northern Trust
400
Northern Trust
Illinois
– -$274K -2,416 Closed
13 14 15
16
17

BOND Hedge Fund Activity: Q1 2021 in Review

381 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q1 2021, worth a combined $2.4B — up 9% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new BOND positions and 32 closed out — a net gain of 10 holders — while 163 added to existing stakes and 120 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $75.4M. The largest seller was Total Investment Management, exiting entirely with an estimated $16.6M sold.

  • 381 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q1 2021, up from 376 in Q4 2020.
  • Funds reported $2.4B of PIMCO Active Bond Exchange-Traded Fund stock for Q1 2021, up 9% quarter-over-quarter.
  • 42 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q1 2021 and 32 closed out, a net change of +10 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q1 2021 was Mercer Global Advisors, an estimated $75.4M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q1 2021 was Total Investment Management, an estimated $16.6M sold.

Based on aggregated 13F filings for Q1 2021.