PIMCO Active Bond Exchange-Traded Fund
BOND
378 hedge funds and large institutions have $1.95B invested in PIMCO Active Bond Exchange-Traded Fund in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 109 increasing their positions, 174 reducing their positions, and 50 closing their positions.
0.85% less ownership
Funds ownership: 61.88% → 61.03% (-0.85%)
9% less call options, than puts
Call options by funds: $629K | Put options by funds: $695K
6% less funds holding
Funds holding: 402 → 378 (-24)
18% less capital invested
Capital invested by funds: $2.38B → $1.95B (-$431M)
22% less funds holding in top 10
Funds holding in top 10: 37 → 29 (-8)
34% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 50
37% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 174
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$20.1M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$18.3M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$16.9M |
| 4 |
RWIA
Roger Wittlin Investment Advisory
San Francisco,
California
|
+$14.6M |
| 5 |
HW
Hamilton Wealth
Encino,
California
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$101M |
| 2 |
FWM
Focused Wealth Management
Newburgh,
New York
|
-$45.1M |
| 3 |
JP Morgan Chase
New York
|
-$40.3M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$24.5M |
| 5 |
Jane Street
New York
|
-$23.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
426
Rockefeller Capital Management
New York
| – | -$1K | -15 | Closed |
|
427
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$1K | -12 | Closed |
|
|
PA
428
PSI Advisors
Tampa,
Florida
| – | -$1K | -8 | Closed |
|
BOND Hedge Fund Activity: Q2 2022 in Review
378 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q2 2022, worth a combined $1.95B — down 18% from $2.38B a quarter earlier.
Sellers outnumbered buyers: 50 funds closed out of BOND and 33 opened new positions — a net loss of 17 holders — while 174 trimmed existing stakes and 109 added.
The largest buyer was CAPTRUST Financial Advisors, adding an estimated $20.1M. The largest seller was Halbert Hargrove Global Advisors, exiting entirely with an estimated $101M sold.
- 378 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q2 2022, down from 402 in Q1 2022.
- Funds reported $1.95B of PIMCO Active Bond Exchange-Traded Fund stock for Q2 2022, down 18% quarter-over-quarter.
- 33 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q2 2022 and 50 closed out, a net change of -17 holders.
- The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q2 2022 was CAPTRUST Financial Advisors, an estimated $20.1M added.
- The largest PIMCO Active Bond Exchange-Traded Fund seller in Q2 2022 was Halbert Hargrove Global Advisors, an estimated $101M sold.
Based on aggregated 13F filings for Q2 2022.