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PIMCO Active Bond Exchange-Traded Fund
BOND

324 hedge funds and large institutions have $1.52B invested in PIMCO Active Bond Exchange-Traded Fund in 2019 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 136 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

306% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 18

113% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 64

29% more funds holding in top 10

Funds holding in top 10: 17 → 22 (+5)

18% more funds holding

Funds holding: 274 → 324 (+50)

16% more capital invested

Capital invested by funds: $1.31B → $1.52B (+$213M)

4.16% more ownership

Funds ownership: 48.09% → 52.25% (+4.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3.13M

Holders
324
Holders Change
+50
Holders Change %
+18.25%
% of All Funds
6.38%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.43%
New
73
Increased
136
Reduced
64
Closed
18
Calls
–
Puts
$3.13M
Net Calls
-$3.13M
Net Calls Change
-$786K

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
+$35.6M
2
WP
WealthPLAN Partners
Nebraska
+$26.6M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$15.7M
4
Morgan Stanley
Morgan Stanley
New York
+$15.3M
5
HGWM
Harvest Group Wealth Management
Massachusetts
+$8.42M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$13.3M
2
Jane Street
Jane Street
New York
-$10.1M
3
Bank of America
Bank of America
North Carolina
-$8.49M
4
SPIA
Steward Partners Investment Advisory
New York
-$7.47M
5
SCP
Stamos Capital Partners
California
-$2.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
SS
51
Simplicity Solutions
Minnesota
$5.87M +$254K +2,349 +5%
WSTAM
52
Wilbanks Smith & Thomas Asset Management
Virginia
$5.8M +$577K +5,331 +11%
PIM
53
Parker Investment Management
California
$5.61M -$436K -4,023 -7%
SA
54
Strategic Advisors
New York
$5.56M +$511K +4,724 +10%
FHC
55
First Heartland Consultants
Missouri
$5.39M +$947K +8,745 +21%
GM
56
GeoWealth Management
Illinois
$5.21M +$5.23M +48,346 New
UCFA
57
United Capital Financial Advisors
Texas
$4.9M -$2.01M -18,559 -29%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$4.72M -$127K -1,171 -3%
Renaissance Technologies
59
Renaissance Technologies
New York
$4.67M +$271K +2,503 +6%
SWM
60
SVA Wealth Management
Wisconsin
$4.64M +$2.3M +21,220 +97%
PAMG
61
Patton Albertson Miller Group
Tennessee
$4.55M +$974K +8,992 +27%
CAN
62
Cetera Advisor Networks
California
$4.51M -$236K -2,183 -5%
DADC
63
D.A. Davidson & Co
Montana
$4.43M +$653K +6,028 +17%
DWM
64
Destination Wealth Management
California
$4.43M +$196K +1,813 +5%
HIM
65
Hanlon Investment Management
New Jersey
$4.41M +$304K +2,805 +7%
CAL
66
Capital Analysts LLC
Pennsylvania
$4.35M +$49K +453 +1%
PP
67
Pacifica Partners
Canada
$4.32M +$4.33M +40,038 New
BWM
68
BerganKDV Wealth Management
Minnesota
$4.24M +$459K +4,244 +12%
OMC
69
Old Mission Capital
Illinois
$4.17M +$4.18M +38,655 New
Jane Street
70
Jane Street
New York
$4.07M -$10.1M -93,677 -71%
SCA
71
Snowden Capital Advisors
New York
$3.99M +$257K +2,375 +7%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$3.72M +$675K +6,238 +22%
MBTD
73
Mechanics Bank - Trust Department
California
$3.72M -$149K -1,375 -4%
ACM
74
AlphaStar Capital Management
North Carolina
$3.69M +$168K +1,553 +5%
HCM
75
Howland Capital Management
Massachusetts
$3.61M – – –
1 2
3
4 5

BOND Hedge Fund Activity: Q4 2019 in Review

324 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q4 2019, worth a combined $1.52B — up 16% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new BOND positions and 18 closed out — a net gain of 55 holders — while 136 added to existing stakes and 64 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $35.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $13.3M sold.

  • 324 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q4 2019, up from 274 in Q3 2019.
  • Funds reported $1.52B of PIMCO Active Bond Exchange-Traded Fund stock for Q4 2019, up 16% quarter-over-quarter.
  • 73 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q4 2019 and 18 closed out, a net change of +55 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q4 2019 was Brinker Capital Investments, an estimated $35.6M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q4 2019 was Citadel Advisors, an estimated $13.3M sold.

Based on aggregated 13F filings for Q4 2019.