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PIMCO Active Bond Exchange-Traded Fund

318 hedge funds and large institutions have $1.8B invested in PIMCO Active Bond Exchange-Traded Fund in 2020 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 145 increasing their positions, 79 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

679% more call options, than puts

Call options by funds: $1.65M | Put options by funds: $212K

84% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 79

19% more capital invested

Capital invested by funds: $1.52B → $1.8B (+$286M)

0% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 34

1% less funds holding

Funds holding: 321318 (-3)

1.42% less ownership

Funds ownership: 54.93%53.51% (-1.4%)

17% less funds holding in top 10

Funds holding in top 10: 3529 (-6)

Holders
318
Holders Change
-3
Holders Change %
-0.93%
% of All Funds
6.52%
Holding in Top 10
29
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.14%
% of All Funds
0.59%
New
34
Increased
145
Reduced
79
Closed
34
Calls
$1.65M
Puts
$212K
Net Calls
+$1.44M
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
CW
26
CreativeOne Wealth
Kansas
$18.6M +$16.9M +154,690 +1,283%
CWM
27
Cornerstone Wealth Management
Missouri
$18M +$13.3K +121 +0.1%
HighTower Advisors
28
HighTower Advisors
Illinois
$18M +$2.59M +23,644 +17%
FFA
29
Fragasso Financial Advisors
Pennsylvania
$16.6M +$915K +8,355 +6%
EGWAG
30
Elwood & Goetz Wealth Advisory Group
Georgia
$16.6M +$316K +2,883 +2%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$16.4M +$671K +6,130 +4%
VC
32
Vicus Capital
Pennsylvania
$14.9M +$451K +4,120 +3%
SCM
33
Seascape Capital Management
New Hampshire
$14.6M +$1.67M +15,256 +13%
TIM
34
Total Investment Management
Arizona
$13.9M +$13.7M +124,657 New
VNA
35
Valley National Advisers
Pennsylvania
$13.8M -$518K -4,734 -4%
OAM
36
Occidental Asset Management
California
$13.2M +$1.69M +15,418 +15%
HCM
37
Hudson Capital Management
New Jersey
$13.1M +$1.1M +10,003 +9%
PA
38
Parallel Advisors
California
$12.9M +$1.69M +15,455 +15%
BRWM
39
B. Riley Wealth Management
Tennessee
$12.5M -$288K -2,634 -2%
MHS
40
M Holdings Securities
Oregon
$11.5M -$513K -4,683 -4%
QA
41
Quantitative Advantage
Minnesota
$11.5M +$229K +2,087 +2%
MMA
42
Miracle Mile Advisors
California
$11.1M +$475K +4,336 +5%
KF
43
Krilogy Financial
Missouri
$10.4M +$1.32M +12,047 +15%
HGWM
44
Harvest Group Wealth Management
Massachusetts
$9.65M +$5.37M +49,050 +131%
SFS
45
Sowell Financial Services
Arkansas
$9.62M +$1.3M +11,883 +16%
FFG
46
Frisch Financial Group
New York
$9.44M +$1.91M +17,404 +26%
RCAG
47
Rehmann Capital Advisory Group
Michigan
$9.26M -$6.63M -60,551 -42%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$8.51M +$742K +6,776 +10%
FHC
49
First Heartland Consultants
Missouri
$8.48M +$2.01M +18,358 +32%
IDA
50
Intelligence Driven Advisers
California
$8.41M +$4.33M +39,573 +111%

BOND Hedge Fund Activity: Q2 2020 in Review

318 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q2 2020, worth a combined $1.8B — up 19% from $1.52B a quarter earlier.

Fund positioning in BOND was balanced in Q2 2020: 34 funds opened new positions, 34 closed out, 145 added to existing stakes and 79 trimmed.

The largest buyer was Your Advocates Ltd, adding an estimated $25.1M. The largest seller was Osaic Holdings, cutting an estimated $99.3M.

  • 318 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q2 2020, down from 321 in Q1 2020.
  • Funds reported $1.8B of PIMCO Active Bond Exchange-Traded Fund stock for Q2 2020, up 19% quarter-over-quarter.
  • 34 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q2 2020 and 34 closed out, a net change of 0 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q2 2020 was Your Advocates Ltd, an estimated $25.1M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q2 2020 was Osaic Holdings, an estimated $99.3M sold.

Based on aggregated 13F filings for Q2 2020.