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PIMCO Active Bond Exchange-Traded Fund
BOND

371 hedge funds and large institutions have $2.15B invested in PIMCO Active Bond Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 147 increasing their positions, 134 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 28

7% more capital invested

Capital invested by funds: $2.02B → $2.15B (+$133M)

3.68% more ownership

Funds ownership: 63.06% → 66.74% (+3.7%)

10% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 134

1% more funds holding

Funds holding: 368 → 371 (+3)

6% less funds holding in top 10

Funds holding in top 10: 34 → 32 (-2)

Holders
371
Holders Change
+3
Holders Change %
+0.82%
% of All Funds
5.91%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.51%
New
41
Increased
147
Reduced
134
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OPS
Orion Portfolio Solutions
Nebraska
+$67.7M
2
HI
Horizon Investments
North Carolina
+$45.5M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$43.7M
4
PI
PFS Investments
Georgia
+$24.7M
5
MWM
MinichMacGregor Wealth Management
New York
+$18M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$49.1M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$45.7M
3
YAL
Your Advocates Ltd
Texas
-$28.8M
4
FFA
Fragasso Financial Advisors
Pennsylvania
-$19.8M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$19.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
PIN
26
Prudent Investors Network
California
$20.8M +$2.67M +28,910 +15%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$20M -$782K -8,458 -4%
JP Morgan Chase
28
JP Morgan Chase
New York
$19.1M +$670K +7,249 +4%
WWA
29
WCG Wealth Advisors
Nevada
$18.5M -$13.7K -148 -0.1%
MWM
30
MinichMacGregor Wealth Management
New York
$18M +$18M +194,461 New
HighTower Advisors
31
HighTower Advisors
Illinois
$17.6M -$169K -1,824 -1%
CAN
32
Cetera Advisor Networks
California
$16.7M +$4.7M +50,827 +39%
QA
33
Quantitative Advantage
Minnesota
$16.6M +$1.13M +12,225 +7%
JWBC
34
John W. Brooker & Co
California
$15.4M -$393K -4,254 -3%
Stifel Financial
35
Stifel Financial
Missouri
$14.3M +$1.31M +14,131 +10%
GA
36
Goldstein Advisors
Wisconsin
$14.1M +$97.2K +1,052 +0.7%
TCFP
37
Treasure Coast Financial Planning
Florida
$14M +$3.37M +36,416 +32%
CPCM
38
Cardinal Point Capital Management
Ontario, Canada
$13.8M +$207K +2,235 +2%
CPWMP
39
Cardinal Point Wealth Management Partners
California
$13.8M +$207K +2,235 +2%
RJA
40
Raymond James & Associates
Florida
$12.9M -$476K -5,152 -4%
FFA
41
Fragasso Financial Advisors
Pennsylvania
$12.4M -$19.8M -213,780 -62%
VNA
42
Valley National Advisers
Pennsylvania
$10.6M +$1.27M +13,690 +14%
TF
43
TimeScale Financial
Massachusetts
$10.6M +$10.4M +112,553 +6,776%
GAG
44
GM Advisory Group
New York
$10.2M +$729K +7,889 +8%
DOA
45
D'Orazio & Associates
Virginia
$10.2M -$570K -6,169 -5%
BRWA
46
B. Riley Wealth Advisors
Florida
$10M +$306K +3,314 +3%
CWM
47
Cornerstone Wealth Management
Missouri
$9.68M +$9.65M +104,391 New
VC
48
Vicus Capital
Pennsylvania
$9.03M +$76.8K +831 +0.9%
KL
49
KWMG LLC
Kansas
$8.81M +$241K +2,612 +3%
RA
50
Regis Acquisition
Colorado
$8.35M +$8.32M +90,049 New
1
2
3 4 5

BOND Hedge Fund Activity: Q1 2023 in Review

371 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q1 2023, worth a combined $2.15B — up 6.6% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new BOND positions and 28 closed out — a net gain of 13 holders — while 147 added to existing stakes and 134 trimmed.

The largest buyer was Orion Portfolio Solutions, adding an estimated $67.7M. The largest seller was Morgan Stanley, cutting an estimated $49.1M.

  • 371 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q1 2023, up from 368 in Q4 2022.
  • Funds reported $2.15B of PIMCO Active Bond Exchange-Traded Fund stock for Q1 2023, up 6.6% quarter-over-quarter.
  • 41 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q1 2023 and 28 closed out, a net change of +13 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q1 2023 was Orion Portfolio Solutions, an estimated $67.7M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q1 2023 was Morgan Stanley, an estimated $49.1M sold.

Based on aggregated 13F filings for Q1 2023.