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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
MAWCM
401
Mine & Arao Wealth Creation & Management
California
$3K +$110 +1 +3%
PFA
402
Professional Financial Advisors
Nebraska
$3K +$3.51K +32 New
TSWM
403
Tyler-Stone Wealth Management
Ohio
$2K +$2.09K +19 New
CFG
404
Claremont Financial Group
California
$1.81K +$7.8K +71 New
CAAS
405
Capital Asset Advisory Services
Michigan
$1K -$32.9K -300 -98%
BlackRock
406
BlackRock
New York
$1K
PMFA
407
Plante Moran Financial Advisors
Michigan
$1K
PA
408
PSI Advisors
Florida
$1K +$879 +8 New
CPA
409
Cardiff Park Advisors
California
$1K +$988 +9 New
FHC
410
First Heartland Consultants
Missouri
$874 -$563K -5,125 -39%
FFG
411
Ford Financial Group
California
$50 +$50.8K +463 New
WIM
412
Westside Investment Management
California
$22
Barclays
413
Barclays
United Kingdom
-$10.4M -94,095 Closed
SS
414
Simplicity Solutions
Minnesota
-$9.12M -82,496 Closed
MWM
415
Merriman Wealth Management
Washington
-$8.16M -73,860 Closed
EFSCE
416
Enterprise Financial Services Corp (EFSC)
Missouri
-$5.1M -46,126 Closed
Jane Street
417
Jane Street
New York
-$4.79M -43,293 Closed
MA
418
Mutual Advisors
Nebraska
-$3.12M -28,257 Closed
BFA
419
Benedict Financial Advisors
Georgia
-$2.66M -24,048 Closed
OMC
420
Old Mission Capital
Illinois
-$2.05M -18,556 Closed
CAG
421
Csenge Advisory Group
Florida
-$1.42M -12,818 Closed
OWM
422
OneAscent Wealth Management
Alabama
-$1.04M -9,398 Closed
USCWA
423
U.S. Capital Wealth Advisors
Texas
-$690K -6,240 Closed
1832 Asset Management
424
1832 Asset Management
Ontario, Canada
-$657K -5,915 Closed
SWP
425
Stratos Wealth Partners
Ohio
-$370K -3,344 Closed

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.