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PIMCO Active Bond Exchange-Traded Fund
BOND

410 hedge funds and large institutions have $2.66B invested in PIMCO Active Bond Exchange-Traded Fund in 2021 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 156 increasing their positions, 131 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 29

19% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 131

11% more capital invested

Capital invested by funds: $2.4B → $2.66B (+$261M)

8% more funds holding

Funds holding: 381 → 410 (+29)

5.98% more ownership

Funds ownership: 55.74% → 61.72% (+6%)

0% more funds holding in top 10

Funds holding in top 10: 38 → 38 (0)

Holders
410
Holders Change
+29
Holders Change %
+7.61%
% of All Funds
6.31%
Holding in Top 10
38
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.58%
New
63
Increased
156
Reduced
131
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HHGA
Halbert Hargrove Global Advisors
California
+$89.7M
2
FWM
Focused Wealth Management
New York
+$48.8M
3
Morgan Stanley
Morgan Stanley
New York
+$41.9M
4
PAMG
Patton Albertson Miller Group
Tennessee
+$12.7M
5
JP Morgan Chase
JP Morgan Chase
New York
+$12.5M

Top Sellers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
-$10.4M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$9.32M
3
CW
CreativeOne Wealth
Kansas
-$9.19M
4
SS
Simplicity Solutions
Minnesota
-$9.12M
5
PA
Parallel Advisors
California
-$8.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
3LCM
26
3D/L Capital Management
Connecticut
$22.5M -$166K -1,513 -0.7%
HCM
27
Hudson Capital Management
New Jersey
$22.2M +$1.02M +9,270 +5%
FFA
28
Fragasso Financial Advisors
Pennsylvania
$21.8M +$848K +7,724 +4%
FAM
29
Flaharty Asset Management
Florida
$21.7M +$3.49M +31,796 +19%
Mirae Asset Global Investments
30
Mirae Asset Global Investments
South Korea
$21.5M -$198K -1,800 -0.9%
CWM
31
Cornerstone Wealth Management
Missouri
$20.9M +$419K +3,814 +2%
CW
32
CreativeOne Wealth
Kansas
$20.8M -$9.19M -83,652 -31%
RMC
33
Regis Management Company
California
$20.3M -$14.5K -132 -0.1%
BRWM
34
B. Riley Wealth Management
Tennessee
$20.3M +$735K +6,693 +4%
PIN
35
Prudent Investors Network
California
$19.8M +$2.18M +19,895 +12%
VC
36
Vicus Capital
Pennsylvania
$19.8M +$850K +7,741 +4%
JWBC
37
John W. Brooker & Co
California
$18.9M +$910K +8,288 +5%
OAM
38
Occidental Asset Management
California
$18.3M +$203K +1,845 +1%
LFGH
39
Lee Financial Group Hawaii
Hawaii
$17.9M -$2.01M -18,331 -10%
SB
40
Strategic Blueprint
Georgia
$17.5M +$1.03M +9,410 +6%
HGWM
41
Harvest Group Wealth Management
Massachusetts
$17.5M -$1.98M -17,990 -10%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$17.4M +$2.38M +21,661 +16%
TIM
43
Total Investment Management
Arizona
$16.5M +$942K +8,575 +6%
RCAG
44
Rehmann Capital Advisory Group
Michigan
$15.9M -$703K -6,400 -4%
PAMG
45
Patton Albertson Miller Group
Tennessee
$15.1M +$12.7M +116,027 +530%
SCM
46
Seascape Capital Management
New Hampshire
$13.2M +$225K +2,048 +2%
KF
47
Krilogy Financial
Missouri
$12.9M +$1.2M +10,972 +10%
GAG
48
GM Advisory Group
New York
$12.5M +$971K +8,838 +8%
SFS
49
Sowell Financial Services
Arkansas
$12.3M +$294K +2,681 +2%
MML Investors Services
50
MML Investors Services
Massachusetts
$12.2M +$306K +2,785 +3%
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BOND Hedge Fund Activity: Q4 2021 in Review

410 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q4 2021, worth a combined $2.66B — up 11% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new BOND positions and 29 closed out — a net gain of 34 holders — while 156 added to existing stakes and 131 trimmed.

The largest buyer was Halbert Hargrove Global Advisors, adding an estimated $89.7M. The largest seller was Barclays, exiting entirely with an estimated $10.4M sold.

  • 410 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q4 2021, up from 381 in Q3 2021.
  • Funds reported $2.66B of PIMCO Active Bond Exchange-Traded Fund stock for Q4 2021, up 11% quarter-over-quarter.
  • 63 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q4 2021 and 29 closed out, a net change of +34 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q4 2021 was Halbert Hargrove Global Advisors, an estimated $89.7M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q4 2021 was Barclays, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2021.