PIMCO Active Bond Exchange-Traded Fund
BOND
376 hedge funds and large institutions have $2.2B invested in PIMCO Active Bond Exchange-Traded Fund in 2020 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 158 increasing their positions, 92 reducing their positions, and 27 closing their positions.
141% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 27
81% more call options, than puts
Call options by funds: $532K | Put options by funds: $294K
72% more repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 92
10% more funds holding
Funds holding: 343 → 376 (+33)
9% more capital invested
Capital invested by funds: $2.03B → $2.2B (+$176M)
6% more funds holding in top 10
Funds holding in top 10: 33 → 35 (+2)
0.14% more ownership
Funds ownership: 53.82% → 53.97% (+0.14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$34.9M |
| 2 |
JP Morgan Chase
New York
|
+$34.6M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$25.4M |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$21.9M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$21.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$29.8M |
| 2 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$20.1M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$14.1M |
| 4 |
YAL
Your Advocates Ltd
Houston,
Texas
|
-$11.3M |
| 5 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$7.69M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFWA
401
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| – | -$69K | -610 | Closed |
|
|
LFG
402
Larson Financial Group
St Louis,
Missouri
| – | -$11K | -101 | Closed |
|
|
ZB
403
Zions Bancorporation
Salt Lake City,
Utah
| – | -$2K | -20 | Closed |
|
|
FFA
404
Founders Financial Alliance
Raleigh,
North Carolina
| – | -$1K | -11 | Closed |
|
405
Fidelity Investments
Boston,
Massachusetts
| – | +$225 | +2 | New |
|
|
LAS
406
Lloyd Advisory Services
Suwanee,
Georgia
| – | +$225 | +2 | New |
|
BOND Hedge Fund Activity: Q4 2020 in Review
376 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q4 2020, worth a combined $2.2B — up 8.7% from $2.03B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new BOND positions and 27 closed out — a net gain of 38 holders — while 158 added to existing stakes and 92 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $34.9M. The largest seller was Jane Street, exiting entirely with an estimated $29.8M sold.
- 376 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q4 2020, up from 343 in Q3 2020.
- Funds reported $2.2B of PIMCO Active Bond Exchange-Traded Fund stock for Q4 2020, up 8.7% quarter-over-quarter.
- 65 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q4 2020 and 27 closed out, a net change of +38 holders.
- The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q4 2020 was Envestnet Asset Management, an estimated $34.9M added.
- The largest PIMCO Active Bond Exchange-Traded Fund seller in Q4 2020 was Jane Street, an estimated $29.8M sold.
Based on aggregated 13F filings for Q4 2020.