PIMCO Active Bond Exchange-Traded Fund
BOND
397 hedge funds and large institutions have $2.99B invested in PIMCO Active Bond Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 182 increasing their positions, 122 reducing their positions, and 36 closing their positions.
49% more repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 122
19% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 36
0% more funds holding in top 10
Funds holding in top 10: 32 → 32 (0)
0% less funds holding
Funds holding: 398 → 397 (-1)
2% less capital invested
Capital invested by funds: $3.06B → $2.99B (-$69.5M)
5.84% less ownership
Funds ownership: 77.51% → 71.67% (-5.8%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $211K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHGA
Sand Hill Global Advisors
Palo Alto,
California
|
+$34.4M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$29.9M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$27.4M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$21.9M |
| 5 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
+$20.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$228M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$26.2M |
| 3 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
-$25.7M |
| 4 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
-$18.5M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$16M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GIA
426
GHP Investment Advisors
Denver,
Colorado
| – | -$55.6K | -601 | Closed |
|
|
HWA
427
HHM Wealth Advisors
Chattanooga,
Tennessee
| – | -$39.8K | -430 | Closed |
|
|
HWM
428
HighMark Wealth Management
St. Paul,
Minnesota
| – | -$37.8K | -409 | Closed |
|
|
AC
429
AlphaCore Capital
La Jolla,
California
| – | -$35.8K | -386 | Closed |
|
|
JFGIW
430
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$27.8K | -300 | Closed |
|
431
BNP Paribas Financial Markets
Paris,
France
| – | -$10.8K | -117 | Closed |
|
|
DAM
432
Delta Asset Management
Memphis,
Tennessee
| – | -$6.93K | -75 | Closed |
|
|
CPA
433
Cardiff Park Advisors
Carlsbad,
California
| – | -$832 | -9 | Closed |
|
|
FPF
434
First Pacific Financial
Vancouver,
Washington
| – | -$648 | -7 | Closed |
|
435
BlackRock
New York
| – | -$90 | -1 | Closed |
|
BOND Hedge Fund Activity: Q1 2024 in Review
397 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q1 2024, worth a combined $2.99B — down 2.3% from $3.06B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new BOND positions and 36 closed out — a net gain of 7 holders — while 182 added to existing stakes and 122 trimmed.
The largest buyer was Sand Hill Global Advisors, adding an estimated $34.4M. The largest seller was Morgan Stanley, cutting an estimated $228M.
- 397 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q1 2024, down from 398 in Q4 2023.
- Funds reported $2.99B of PIMCO Active Bond Exchange-Traded Fund stock for Q1 2024, down 2.3% quarter-over-quarter.
- 43 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q1 2024 and 36 closed out, a net change of +7 holders.
- The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q1 2024 was Sand Hill Global Advisors, an estimated $34.4M added.
- The largest PIMCO Active Bond Exchange-Traded Fund seller in Q1 2024 was Morgan Stanley, an estimated $228M sold.
Based on aggregated 13F filings for Q1 2024.