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PIMCO Active Bond Exchange-Traded Fund

274 hedge funds and large institutions have $1.31B invested in PIMCO Active Bond Exchange-Traded Fund in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 121 increasing their positions, 59 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 19

105% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 59

12% more capital invested

Capital invested by funds: $1.17B → $1.31B (+$143M)

7% more funds holding

Funds holding: 256274 (+18)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

1.35% less ownership

Funds ownership: 49.45%48.09% (-1.4%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2.34M

Holders
274
Holders Change
+18
Holders Change %
+7.03%
% of All Funds
6.01%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
39
Increased
121
Reduced
59
Closed
19
Calls
Puts
$2.34M
Net Calls
-$2.34M
Net Calls Change
-$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
26
Mirae Asset Global Investments
South Korea
$13.3M +$325K +3,000 +3%
Citadel Advisors
27
Citadel Advisors
Florida
$13.3M +$13.2M +121,803 New
FFA
28
Fragasso Financial Advisors
Pennsylvania
$13M +$521K +4,816 +4%
FM
29
Family Management
New York
$11.7M +$132K +1,223 +1%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$11M +$4.26M +39,331 +64%
BRWM
31
B. Riley Wealth Management
Tennessee
$10.7M -$201K -1,852 -2%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$10.5M +$1.3M +12,046 +14%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$9.95M +$1.48M +13,683 +18%
QA
34
Quantitative Advantage
Minnesota
$9.53M +$149K +1,373 +2%
KF
35
Krilogy Financial
Missouri
$9.36M +$316K +2,922 +4%
PI
36
PHH Investments
Texas
$9.13M +$103K +951 +1%
FFS
37
Founders Financial Securities
Maryland
$8.83M -$506K -4,669 -5%
FIM
38
Frontier Investment Management
Texas
$8.69M -$78.4K -724 -0.9%
HI
39
Horizon Investments
North Carolina
$8.59M -$539K -4,976 -6%
HCM
40
Hudson Capital Management
New Jersey
$8.13M +$160K +1,482 +2%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$7.7M +$403K +3,720 +6%
UCFA
42
United Capital Financial Advisors
Texas
$6.97M -$359K -3,315 -5%
HCM
43
Hollencrest Capital Management
California
$6.12M +$135K +1,246 +2%
PIM
44
Parker Investment Management
California
$6.11M +$89.6K +828 +1%
GWM
45
Geneos Wealth Management
Colorado
$5.97M +$247K +2,277 +4%
SS
46
Simplicity Solutions
Minnesota
$5.67M +$53.9K +498 +1%
SCA
47
Stokes Capital Advisors
South Carolina
$5.29M +$150K +1,382 +3%
WSTAM
48
Wilbanks Smith & Thomas Asset Management
Virginia
$5.28M +$386K +3,563 +8%
SA
49
Strategic Advisors
New York
$5.11M -$830K -7,665 -14%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$4.9M -$31.6K -292 -0.6%

BOND Hedge Fund Activity: Q3 2019 in Review

274 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q3 2019, worth a combined $1.31B — up 12% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BOND positions and 19 closed out — a net gain of 20 holders — while 121 added to existing stakes and 59 trimmed.

The largest buyer was Wells Fargo, adding an estimated $22.7M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $14M sold.

  • 274 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q3 2019, up from 256 in Q2 2019.
  • Funds reported $1.31B of PIMCO Active Bond Exchange-Traded Fund stock for Q3 2019, up 12% quarter-over-quarter.
  • 39 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q3 2019 and 19 closed out, a net change of +20 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q3 2019 was Wells Fargo, an estimated $22.7M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q3 2019 was Susquehanna International Group, an estimated $14M sold.

Based on aggregated 13F filings for Q3 2019.