PIMCO Active Bond Exchange-Traded Fund
BOND
398 hedge funds and large institutions have $3.06B invested in PIMCO Active Bond Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 157 increasing their positions, 127 reducing their positions, and 39 closing their positions.
92% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 39
40% more call options, than puts
Call options by funds: $351K | Put options by funds: $250K
24% more repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 127
18% more capital invested
Capital invested by funds: $2.58B → $3.06B (+$475M)
10% more funds holding
Funds holding: 363 → 398 (+35)
4.57% more ownership
Funds ownership: 72.94% → 77.51% (+4.6%)
6% less funds holding in top 10
Funds holding in top 10: 34 → 32 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$269M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$42M |
| 3 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$24.6M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$24.5M |
| 5 |
VIA
Vickerman Investment Advisors
Spokane,
Washington
|
+$22.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$52.1M |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$52.1M |
| 3 |
KW
KWB Wealth
Redlands,
California
|
-$34.4M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$32.3M |
| 5 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
-$23.8M |
BOND Hedge Fund Activity: Q4 2023 in Review
398 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q4 2023, worth a combined $3.06B — up 18% from $2.58B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new BOND positions and 39 closed out — a net gain of 36 holders — while 157 added to existing stakes and 127 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $269M. The largest seller was Brinker Capital Investments, cutting an estimated $52.1M.
- 398 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q4 2023, up from 363 in Q3 2023.
- Funds reported $3.06B of PIMCO Active Bond Exchange-Traded Fund stock for Q4 2023, up 18% quarter-over-quarter.
- 75 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q4 2023 and 39 closed out, a net change of +36 holders.
- The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q4 2023 was Morgan Stanley, an estimated $269M added.
- The largest PIMCO Active Bond Exchange-Traded Fund seller in Q4 2023 was Brinker Capital Investments, an estimated $52.1M sold.
Based on aggregated 13F filings for Q4 2023.