PIMCO Active Bond Exchange-Traded Fund
BOND
446 hedge funds and large institutions have $6.66B invested in PIMCO Active Bond Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 191 increasing their positions, 125 reducing their positions, and 33 closing their positions.
118% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 33
89% more capital invested
Capital invested by funds: $3.53B → $6.66B (+$3.14B)
53% more repeat investments, than reductions
Existing positions increased: 191 | Existing positions reduced: 125
19% more funds holding in top 10
Funds holding in top 10: 27 → 32 (+5)
8% more funds holding
Funds holding: 414 → 446 (+32)
5.86% more ownership
Funds ownership: 72.21% → 78.06% (+5.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
+$170M |
| 2 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$37.7M |
| 3 |
Morgan Stanley
New York
|
+$36M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$33M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$29.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$41.1M |
| 2 |
TA
Tectonic Advisors
Frisco,
Texas
|
-$18.2M |
| 3 |
OCM
One Capital Management
Westlake Village,
California
|
-$11.4M |
| 4 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
-$9.05M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.56M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KFI
476
Key Financial Inc
West Chester,
Pennsylvania
| – | -$27K | -285 | Closed |
|
|
GJIA
477
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| – | -$21.3K | -225 | Closed |
|
|
HGA
478
Hobbs Group Advisors
Columbia,
South Carolina
| – | -$21K | -222 | Closed |
|
|
CPA
479
Clear Point Advisors
Melville,
New York
| – | -$16.7K | -177 | Closed |
|
|
OC
480
Oakworth Capital
Birmingham,
Alabama
| – | -$10.5K | -111 | Closed |
|
481
Simplex Trading
Chicago,
Illinois
| – | -$5K | -61 | Closed |
|
BOND Hedge Fund Activity: Q4 2024 in Review
446 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q4 2024, worth a combined $6.66B — up 89% from $3.53B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new BOND positions and 33 closed out — a net gain of 39 holders — while 191 added to existing stakes and 125 trimmed.
The largest buyer was Essential Planning, adding an estimated $170M. The largest seller was International Assets Investment Management, cutting an estimated $41.1M.
- 446 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q4 2024, up from 414 in Q3 2024.
- Funds reported $6.66B of PIMCO Active Bond Exchange-Traded Fund stock for Q4 2024, up 89% quarter-over-quarter.
- 72 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q4 2024 and 33 closed out, a net change of +39 holders.
- The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q4 2024 was Essential Planning, an estimated $170M added.
- The largest PIMCO Active Bond Exchange-Traded Fund seller in Q4 2024 was International Assets Investment Management, an estimated $41.1M sold.
Based on aggregated 13F filings for Q4 2024.