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PIMCO Active Bond Exchange-Traded Fund
BOND

398 hedge funds and large institutions have $3.06B invested in PIMCO Active Bond Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 157 increasing their positions, 127 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 39

40% more call options, than puts

Call options by funds: $351K | Put options by funds: $250K

24% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 127

18% more capital invested

Capital invested by funds: $2.58B → $3.06B (+$475M)

10% more funds holding

Funds holding: 363 → 398 (+35)

4.57% more ownership

Funds ownership: 72.94% → 77.51% (+4.6%)

6% less funds holding in top 10

Funds holding in top 10: 34 → 32 (-2)

Holders
398
Holders Change
+35
Holders Change %
+9.64%
% of All Funds
5.8%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.47%
New
75
Increased
157
Reduced
127
Closed
39
Calls
$351K
Puts
$250K
Net Calls
+$101K
Net Calls Change
+$101K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$269M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$42M
3
KOC
Koss-Olinger Consulting
Florida
+$24.6M
4
UBS Group
UBS Group
Switzerland
+$24.5M
5
VIA
Vickerman Investment Advisors
Washington
+$22.8M

Top Sellers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
-$52.1M
2
OPS
Orion Portfolio Solutions
Nebraska
-$52.1M
3
KW
KWB Wealth
California
-$34.4M
4
Osaic Holdings
Osaic Holdings
Arizona
-$32.3M
5
FS
Ferguson Shapiro
Georgia
-$23.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
E
426
ETFidea
New York
– -$204K -2,326 Closed
PCIA
427
Prime Capital Investment Advisors
Kansas
– -$203K -2,311 Closed
AL
428
ACAS LLC
California
– -$201K -2,290 Closed
PCMC
429
Private Capital Management (Colorado)
Colorado
– -$176K -2,000 Closed
CSPIA
430
Cary Street Partners Investment Advisory
Virginia
– -$57.3K -652 Closed
CIA
431
Cape Investment Advisory
Georgia
– -$33.8K -385 Closed
TWM
432
Tradition Wealth Management
Minnesota
– -$26K -296 Closed
NFSG
433
Newbridge Financial Services Group
Florida
– -$25.9K -294 Closed
RFA
434
Register Financial Advisors
Georgia
– -$17.7K -201 Closed
AA
435
Ancora Advisors
Ohio
– -$9.49K -108 Closed
TFA
436
Transamerica Financial Advisors
Florida
– -$9K -101 Closed
HFS
437
HBC Financial Services
Washington
– -$4K -51 Closed
AIP
438
Ameritas Investment Partners
Nebraska
– -$1.14K -13 Closed
MFT
439
Moisand Fitzgerald Tamayo
Florida
– -$879 -10 Closed
14 15 16 17
18

BOND Hedge Fund Activity: Q4 2023 in Review

398 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q4 2023, worth a combined $3.06B — up 18% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new BOND positions and 39 closed out — a net gain of 36 holders — while 157 added to existing stakes and 127 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $269M. The largest seller was Brinker Capital Investments, cutting an estimated $52.1M.

  • 398 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q4 2023, up from 363 in Q3 2023.
  • Funds reported $3.06B of PIMCO Active Bond Exchange-Traded Fund stock for Q4 2023, up 18% quarter-over-quarter.
  • 75 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q4 2023 and 39 closed out, a net change of +36 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q4 2023 was Morgan Stanley, an estimated $269M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q4 2023 was Brinker Capital Investments, an estimated $52.1M sold.

Based on aggregated 13F filings for Q4 2023.