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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 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 167 increasing their positions, 115 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 115

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

6% more funds holding in top 10

Funds holding in top 10: 36 → 38 (+2)

1% less funds holding

Funds holding: 383 → 381 (-2)

4% less capital invested

Capital invested by funds: $2.51B → $2.4B (-$113M)

2.75% less ownership

Funds ownership: 58.49% → 55.74% (-2.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $221K

Holders
381
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
6.67%
Holding in Top 10
38
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.56%
% of All Funds
0.67%
New
30
Increased
167
Reduced
115
Closed
26
Calls
–
Puts
$221K
Net Calls
-$221K
Net Calls Change
+$90K

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$8.39M
2
FFC
Fure Financial Corporation
Minnesota
+$7.04M
3
SC
Scotia Capital
Ontario, Canada
+$6.91M
4
Morgan Stanley
Morgan Stanley
New York
+$6.7M
5
DOA
D'Orazio & Associates
Virginia
+$6.46M

Top Sellers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
-$31.5M
2
JP Morgan Chase
JP Morgan Chase
New York
-$14.8M
3
Goldman Sachs
Goldman Sachs
New York
-$13.1M
4
MFG
Menard Financial Group
Texas
-$6.96M
5
AFM
Andesa Financial Management
Pennsylvania
-$6.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
26
Hudson Capital Management
New Jersey
$21.3M +$3.9M +35,013 +22%
FFA
27
Fragasso Financial Advisors
Pennsylvania
$21.2M +$849K +7,611 +4%
CWM
28
Cornerstone Wealth Management
Missouri
$20.7M +$413K +3,700 +2%
RMC
29
Regis Management Company
California
$20.6M -$896K -8,038 -4%
LFGH
30
Lee Financial Group Hawaii
Hawaii
$20.1M +$6.12M +54,922 +43%
BRWM
31
B. Riley Wealth Management
Tennessee
$19.8M +$1.17M +10,481 +6%
HGWM
32
Harvest Group Wealth Management
Massachusetts
$19.7M -$6.65M -59,650 -25%
VC
33
Vicus Capital
Pennsylvania
$19.6M +$343K +3,079 +2%
CAWM
34
Capital Advisors Wealth Management
Washington
$18.9M +$976K +8,754 +5%
FAM
35
Flaharty Asset Management
Florida
$18.4M +$2.16M +19,356 +13%
OAM
36
Occidental Asset Management
California
$18.2M +$836K +7,502 +5%
JWBC
37
John W. Brooker & Co
California
$18.1M -$71.8K -644 -0.4%
PIN
38
Prudent Investors Network
California
$17.8M +$388K +3,484 +2%
RCAG
39
Rehmann Capital Advisory Group
Michigan
$16.8M +$977K +8,763 +6%
SB
40
Strategic Blueprint
Georgia
$16.7M +$695K +6,230 +4%
TIM
41
Total Investment Management
Arizona
$15.7M +$137K +1,229 +0.9%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$15.2M -$3.71M -33,243 -19%
PA
43
Parallel Advisors
California
$14M +$1.19M +10,682 +9%
SCM
44
Seascape Capital Management
New Hampshire
$13.1M -$2.3M -20,629 -15%
HHGA
45
Halbert Hargrove Global Advisors
California
$12.7M +$540K +4,847 +4%
VNA
46
Valley National Advisers
Pennsylvania
$12.5M -$808K -7,244 -6%
SFS
47
Sowell Financial Services
Arkansas
$12.1M +$445K +3,990 +4%
MML Investors Services
48
MML Investors Services
Massachusetts
$12.1M +$1.09M +9,775 +10%
KF
49
Krilogy Financial
Missouri
$11.9M -$206K -1,851 -2%
GAG
50
GM Advisory Group
New York
$11.6M +$645K +5,784 +6%
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BOND Hedge Fund Activity: Q3 2021 in Review

381 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q3 2021, worth a combined $2.4B — down 4.5% from $2.51B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new BOND positions and 26 closed out — a net gain of 4 holders — while 167 added to existing stakes and 115 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $8.39M. The largest seller was Brinker Capital Investments, cutting an estimated $31.5M.

  • 381 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q3 2021, down from 383 in Q2 2021.
  • Funds reported $2.4B of PIMCO Active Bond Exchange-Traded Fund stock for Q3 2021, down 4.5% quarter-over-quarter.
  • 30 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q3 2021 and 26 closed out, a net change of +4 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q3 2021 was Mercer Global Advisors, an estimated $8.39M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q3 2021 was Brinker Capital Investments, an estimated $31.5M sold.

Based on aggregated 13F filings for Q3 2021.