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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
SA
376
SRH Advisors
Kansas
$27K
FFC
377
Fure Financial Corporation
Minnesota
$26K -$6.91M -62,939 -100%
AA
378
Ancora Advisors
Ohio
$24K
DWP
379
Destiny Wealth Partners
Florida
$23K +$22.6K +206 New
FA
380
Financial Avengers
California
$22K
EWM
381
EPG Wealth Management
Georgia
$22K +$22K +200 New
ACA
382
Aptus Capital Advisors
Alabama
$21K
RFWA
383
RPg Family Wealth Advisory
Massachusetts
$19.2K
FAG
384
Fortitude Advisory Group
Washington
$16K +$16.5K +150 New
FDCDDQ
385
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14K -$91.9K -837 -87%
AIP
386
Ahrens Investment Partners
Louisiana
$14K +$13.7K +125 New
CFA
387
Carroll Financial Associates
North Carolina
$13K
RFA
388
Reilly Financial Advisors
California
$12K +$12.3K +112 New
TWM
389
Tradition Wealth Management
Minnesota
$11K +$110 +1 +1%
MCC
390
Money Concepts Capital
Florida
$11K +$11K +100 New
KFI
391
Key Financial Inc
Pennsylvania
$10K
CFCI
392
Comprehensive Financial Consultants Institutional
Indiana
$8K +$9.01K +82 New
LWMNY
393
Landmark Wealth Management (New York)
New York
$8K +$8.5M +77,399 New
GI
394
Gradient Investments
Minnesota
$7K +$110 +1 +2%
JFA
395
JNBA Financial Advisors
Minnesota
$6K
AWA
396
Aquire Wealth Advisors
Utah
$6K +$6.04K +55 New
GFPC
397
Global Financial Private Client
Florida
$5.8K
ME
398
McIlrath & Eck
Washington
$5K
SIS
399
Sound Income Strategies
Florida
$5K
BHWM
400
Bay Harbor Wealth Management
Maryland
$3K

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.