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PIMCO Active Bond Exchange-Traded Fund
BOND

321 hedge funds and large institutions have $1.52B invested in PIMCO Active Bond Exchange-Traded Fund in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 109 increasing their positions, 113 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more funds holding in top 10

Funds holding in top 10: 22 → 35 (+13)

2.68% more ownership

Funds ownership: 52.25% → 54.93% (+2.7%)

8% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 36

0% less capital invested

Capital invested by funds: $1.52B → $1.52B (-$5.7M)

1% less funds holding

Funds holding: 324 → 321 (-3)

4% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 113

Holders
321
Holders Change
-3
Holders Change %
-0.93%
% of All Funds
7.07%
Holding in Top 10
35
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+59.09%
% of All Funds
0.77%
New
39
Increased
109
Reduced
113
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$14.5M
2
BSAM
Blue Sky Asset Management
Colorado
+$13.7M
3
VNA
Valley National Advisers
Pennsylvania
+$13.4M
4
PA
Parallel Advisors
California
+$10.8M
5
OAM
Occidental Asset Management
California
+$10.6M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$19.7M
2
FFG
Frisch Financial Group
New York
-$13.1M
3
RMC
Regis Management Company
California
-$12.8M
4
RJA
Raymond James & Associates
Florida
-$12.8M
5
FM
Family Management
New York
-$12M
Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
51
Frontier Investment Management
Texas
$7.02M -$1.21M -11,140 -14%
SCA
52
Stokes Capital Advisors
South Carolina
$6.88M +$357K +3,287 +5%
CAN
53
Cetera Advisor Networks
California
$6.8M +$2.41M +22,184 +53%
LNWWM
54
Laird Norton Wetherby Wealth Management
California
$6.54M +$4.34M +39,913 +184%
FHC
55
First Heartland Consultants
Missouri
$6.12M +$832K +7,653 +15%
SS
56
Simplicity Solutions
Minnesota
$6.07M +$292K +2,685 +5%
WSTAM
57
Wilbanks Smith & Thomas Asset Management
Virginia
$5.87M +$152K +1,397 +3%
GWM
58
Geneos Wealth Management
Colorado
$5.83M -$81.3K -748 -1%
HCM
59
Hollencrest Capital Management
California
$5.7M -$398K -3,662 -6%
SA
60
Strategic Advisors
New York
$5.63M +$67.3K +619 +1%
ACM
61
AlphaStar Capital Management
North Carolina
$5.35M +$1.62M +14,888 +44%
SB
62
Strategic Blueprint
Georgia
$5.02M +$5.14M +47,311 New
HIM
63
Hanlon Investment Management
New Jersey
$4.95M +$617K +5,678 +14%
DADC
64
D.A. Davidson & Co
Montana
$4.79M +$440K +4,048 +10%
DWM
65
Destination Wealth Management
California
$4.32M -$44.4K -409 -1%
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$4.28M – – –
PAMG
67
Patton Albertson Miller Group
Tennessee
$4.2M -$291K -2,682 -6%
GM
68
GeoWealth Management
Illinois
$4.1M -$1.05M -9,708 -20%
SWM
69
SVA Wealth Management
Wisconsin
$4.09M -$498K -4,584 -11%
CAL
70
Capital Analysts LLC
Pennsylvania
$4.02M -$269K -2,472 -6%
HW
71
Hamilton Wealth
California
$4.01M +$2.28M +21,025 +125%
HGWM
72
Harvest Group Wealth Management
Massachusetts
$3.98M -$4.38M -40,298 -52%
SCA
73
Snowden Capital Advisors
New York
$3.95M +$20.5K +189 +0.5%
PP
74
Pacifica Partners
Canada
$3.94M -$364K -3,354 -8%
UCFA
75
United Capital Financial Advisors
Texas
$3.81M -$1.04M -9,559 -21%
1 2
3
4 5

BOND Hedge Fund Activity: Q1 2020 in Review

321 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q1 2020, worth a combined $1.52B — down 0.37% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BOND positions and 36 closed out — a net gain of 3 holders — while 109 added to existing stakes and 113 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $14.5M. The largest seller was JP Morgan Chase, cutting an estimated $19.7M.

  • 321 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q1 2020, down from 324 in Q4 2019.
  • Funds reported $1.52B of PIMCO Active Bond Exchange-Traded Fund stock for Q1 2020, down 0.37% quarter-over-quarter.
  • 39 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q1 2020 and 36 closed out, a net change of +3 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q1 2020 was HighTower Advisors, an estimated $14.5M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q1 2020 was JP Morgan Chase, an estimated $19.7M sold.

Based on aggregated 13F filings for Q1 2020.