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PIMCO Active Bond Exchange-Traded Fund
BOND

381 hedge funds and large institutions have $2.4B invested in PIMCO Active Bond Exchange-Traded Fund in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 163 increasing their positions, 120 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 120

31% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 32

9% more capital invested

Capital invested by funds: $2.2B → $2.4B (+$199M)

3.78% more ownership

Funds ownership: 53.97% → 57.75% (+3.8%)

1% more funds holding

Funds holding: 376 → 381 (+5)

0% more funds holding in top 10

Funds holding in top 10: 35 → 35 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.15M

Holders
381
Holders Change
+5
Holders Change %
+1.33%
% of All Funds
6.69%
Holding in Top 10
35
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
42
Increased
163
Reduced
120
Closed
32
Calls
–
Puts
$1.15M
Net Calls
-$1.15M
Net Calls Change
-$1.39M

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$75.4M
2
Citadel Advisors
Citadel Advisors
Florida
+$19.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16.6M
4
CW
CreativeOne Wealth
Kansas
+$16.3M
5
Jane Street
Jane Street
New York
+$15.5M

Top Sellers

Rank Fund Capital Flow
1
TIM
Total Investment Management
Arizona
-$16.6M
2
SA
Strategic Advisors
New York
-$11.1M
3
FFG
Frisch Financial Group
New York
-$10.3M
4
MWM
Merriman Wealth Management
Washington
-$7.46M
5
MWM
MinichMacGregor Wealth Management
New York
-$7.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mirae Asset Global Investments
26
Mirae Asset Global Investments
South Korea
$22M +$379K +3,400 +2%
RMC
27
Regis Management Company
California
$21.8M +$993K +8,921 +5%
3LCM
28
3D/L Capital Management
Connecticut
$21.2M +$420K +3,772 +2%
EGWAG
29
Elwood & Goetz Wealth Advisory Group
Georgia
$20.9M +$1.85M +16,653 +10%
JWBC
30
John W. Brooker & Co
California
$20.3M -$316K -2,840 -2%
CWM
31
Cornerstone Wealth Management
Missouri
$19.5M +$401K +3,603 +2%
FFA
32
Fragasso Financial Advisors
Pennsylvania
$18.9M +$1.57M +14,071 +9%
Citadel Advisors
33
Citadel Advisors
Florida
$18.9M +$19.2M +172,855 New
SFS
34
Sowell Financial Services
Arkansas
$18.7M -$1.87M -16,779 -9%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$18.1M -$1.58M -14,188 -8%
VC
36
Vicus Capital
Pennsylvania
$17.7M +$1.97M +17,651 +12%
PIN
37
Prudent Investors Network
California
$17.3M +$142K +1,278 +0.8%
HCM
38
Hudson Capital Management
New Jersey
$16.7M +$1.73M +15,572 +11%
OAM
39
Occidental Asset Management
California
$16.6M +$1.19M +10,696 +8%
BRWM
40
B. Riley Wealth Management
Tennessee
$16.5M +$4.16M +37,367 +33%
VNA
41
Valley National Advisers
Pennsylvania
$16.4M -$5.46M -49,066 -25%
SCM
42
Seascape Capital Management
New Hampshire
$15.4M -$1.42M -12,710 -8%
CAWM
43
Capital Advisors Wealth Management
Washington
$15.3M +$15.5M +139,613 New
SB
44
Strategic Blueprint
Georgia
$15.2M +$2.43M +21,865 +19%
Jane Street
45
Jane Street
New York
$15.2M +$15.5M +139,069 New
RCAG
46
Rehmann Capital Advisory Group
Michigan
$15M +$1.36M +12,231 +10%
FAM
47
Flaharty Asset Management
Florida
$14.7M +$3.12M +28,066 +27%
MHS
48
M Holdings Securities
Oregon
$13.6M -$129K -1,162 -0.9%
PA
49
Parallel Advisors
California
$13.4M +$159K +1,429 +1%
KF
50
Krilogy Financial
Missouri
$12.7M +$958K +8,605 +8%
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BOND Hedge Fund Activity: Q1 2021 in Review

381 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q1 2021, worth a combined $2.4B — up 9% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new BOND positions and 32 closed out — a net gain of 10 holders — while 163 added to existing stakes and 120 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $75.4M. The largest seller was Total Investment Management, exiting entirely with an estimated $16.6M sold.

  • 381 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q1 2021, up from 376 in Q4 2020.
  • Funds reported $2.4B of PIMCO Active Bond Exchange-Traded Fund stock for Q1 2021, up 9% quarter-over-quarter.
  • 42 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q1 2021 and 32 closed out, a net change of +10 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q1 2021 was Mercer Global Advisors, an estimated $75.4M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q1 2021 was Total Investment Management, an estimated $16.6M sold.

Based on aggregated 13F filings for Q1 2021.