We are live on ! Find out more
BOND icon

PIMCO Active Bond Exchange-Traded Fund

183 hedge funds and large institutions have $746M invested in PIMCO Active Bond Exchange-Traded Fund in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

2.41% more ownership

Funds ownership: 34.2%36.61% (+2.4%)

1% more funds holding

Funds holding: 182183 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

3% less capital invested

Capital invested by funds: $768M → $746M (-$22.8M)

14% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 66

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $263K

Holders
183
Holders Change
+1
Holders Change %
+0.55%
% of All Funds
4.56%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
20
Increased
57
Reduced
66
Closed
16
Calls
Puts
$263K
Net Calls
-$263K
Net Calls Change
-$201K
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
51
BerganKDV Wealth Management
Minnesota
$2.59M -$110K -1,053 -4%
PFA
52
Paradigm Financial Advisors
Missouri
$2.57M -$151K -1,446 -6%
BHB
53
Bank Hapoalim BM
Israel
$2.5M
Stifel Financial
54
Stifel Financial
Missouri
$2.44M -$3.47M -33,132 -59%
KLI
55
Kelman-Lazarov Inc
Tennessee
$2.17M -$2.72K -26 -0.1%
SMFG
56
Sumitomo Mitsui Financial Group
Japan
$2.11M
PWMAG
57
Pinnacle Wealth Management Advisory Group
New Jersey
$2.04M -$64.4K -615 -3%
WS
58
Wedbush Securities
California
$1.99M -$13.5K -129 -0.7%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$1.97M -$366K -3,498 -16%
SBL
60
Sargent Bickham Lagudis
Colorado
$1.93M -$230K -2,198 -11%
WA
61
Winfield Associates
Ohio
$1.87M
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$1.72M +$55.6K +531 +3%
AT
63
Arden Trust
Delaware
$1.67M -$19.3K -184 -1%
YMRC
64
Yorktown Management & Research Company
Virginia
$1.58M -$4.71M -45,000 -75%
AMG
65
Asset Management Group
Connecticut
$1.54M +$313K +2,986 +26%
CCK
66
Clarity Capital KCPS
Israel
$1.49M +$579K +5,530 New
PAMG
67
Patton Albertson Miller Group
Tennessee
$1.39M -$212K -2,020 -13%
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.36M -$6.59M -62,958 -83%
GI
69
Glovista Investments
New Jersey
$1.32M -$20.9K -200 -2%
BAC
70
Boys Arnold & Co
North Carolina
$1.21M -$144K -1,375 -11%
SPIA
71
Steward Partners Investment Advisory
New York
$1.21M +$829K +7,915 +223%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$1.09M -$6.14M -58,593 -85%
NPC
73
National Planning Corporation
California
$1.02M -$96.2K -918 -9%
AI
74
Atria Investments
North Carolina
$981K +$976K +9,319 New
SFS
75
Sowell Financial Services
Arkansas
$973K +$940K +8,971 +4,192%

BOND Hedge Fund Activity: Q1 2017 in Review

183 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q1 2017, worth a combined $746M — down 3% from $768M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BOND positions and 16 closed out — a net gain of 4 holders — while 57 added to existing stakes and 66 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $14.2M. The largest seller was Swan Global Investments, exiting entirely with an estimated $18.7M sold.

  • 183 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q1 2017, up from 182 in Q4 2016.
  • Funds reported $746M of PIMCO Active Bond Exchange-Traded Fund stock for Q1 2017, down 3% quarter-over-quarter.
  • 20 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q1 2017 and 16 closed out, a net change of +4 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q1 2017 was JP Morgan Chase, an estimated $14.2M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q1 2017 was Swan Global Investments, an estimated $18.7M sold.

Based on aggregated 13F filings for Q1 2017.