We are live on ! Find out more
BOND icon

PIMCO Active Bond Exchange-Traded Fund

256 hedge funds and large institutions have $1.17B invested in PIMCO Active Bond Exchange-Traded Fund in 2019 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 106 increasing their positions, 60 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 60

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

10% more capital invested

Capital invested by funds: $1.06B → $1.17B (+$104M)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

4% more funds holding

Funds holding: 247256 (+9)

0.6% more ownership

Funds ownership: 48.85%49.45% (+0.6%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $462K

Holders
256
Holders Change
+9
Holders Change %
+3.64%
% of All Funds
5.56%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.37%
New
38
Increased
106
Reduced
60
Closed
25
Calls
Puts
$462K
Net Calls
-$462K
Net Calls Change
-$1.72M
Name Holding Trade Value Shares
Change
Change in
Stake
FM
26
Family Management
New York
$11.4M +$1.2M +11,346 +12%
AG
27
Advisor Group
Arizona
$11.2M +$730K +6,896 +7%
Jane Street
28
Jane Street
New York
$9.77M +$9.62M +90,898 New
RCAG
29
Rehmann Capital Advisory Group
Michigan
$9.72M +$1.21M +11,416 +14%
QA
30
Quantitative Advantage
Minnesota
$9.25M +$414K +3,913 +5%
FFS
31
Founders Financial Securities
Maryland
$9.22M +$9.08M +85,756 New
RJFSA
32
Raymond James Financial Services Advisors
Florida
$9.11M +$1.23M +11,604 +16%
HI
33
Horizon Investments
North Carolina
$9.06M +$86.2K +814 +1%
KF
34
Krilogy Financial
Missouri
$8.92M +$8.79M +83,026 New
PI
35
PHH Investments
Texas
$8.91M -$371K -3,503 -4%
FIM
36
Frontier Investment Management
Texas
$8.65M -$356K -3,365 -4%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$8.35M +$751K +7,096 +10%
HIM
38
Hanlon Investment Management
New Jersey
$8.1M +$2.2M +20,758 +38%
HCM
39
Hudson Capital Management
New Jersey
$7.87M +$722K +6,819 +10%
UCFA
40
United Capital Financial Advisors
Texas
$7.24M +$6.57M +62,049 +1,169%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$7.2M +$4.09M +38,653 +136%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$6.59M +$2.56M +24,187 +65%
PIM
43
Parker Investment Management
California
$5.94M +$384K +3,625 +7%
HCM
44
Hollencrest Capital Management
California
$5.91M -$65.2K -616 -1%
SA
45
Strategic Advisors
New York
$5.86M +$91.4K +863 +2%
GWM
46
Geneos Wealth Management
Colorado
$5.67M -$309K -2,923 -5%
SS
47
Simplicity Solutions
Minnesota
$5.54M +$4.06M +38,356 +290%
SCA
48
Stokes Capital Advisors
South Carolina
$5.08M +$792K +7,478 +19%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$4.87M +$4.27M +40,332 +818%
WSTAM
50
Wilbanks Smith & Thomas Asset Management
Virginia
$4.83M +$1.18M +11,154 +33%

BOND Hedge Fund Activity: Q2 2019 in Review

256 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q2 2019, worth a combined $1.17B — up 9.8% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BOND positions and 25 closed out — a net gain of 13 holders — while 106 added to existing stakes and 60 trimmed.

The largest buyer was Wells Fargo, adding an estimated $18.4M. The largest seller was Regis Management Company, cutting an estimated $31.7M.

  • 256 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q2 2019, up from 247 in Q1 2019.
  • Funds reported $1.17B of PIMCO Active Bond Exchange-Traded Fund stock for Q2 2019, up 9.8% quarter-over-quarter.
  • 38 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q2 2019 and 25 closed out, a net change of +13 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q2 2019 was Wells Fargo, an estimated $18.4M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q2 2019 was Regis Management Company, an estimated $31.7M sold.

Based on aggregated 13F filings for Q2 2019.