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PIMCO Active Bond Exchange-Traded Fund

318 hedge funds and large institutions have $1.8B invested in PIMCO Active Bond Exchange-Traded Fund in 2020 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 145 increasing their positions, 79 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

679% more call options, than puts

Call options by funds: $1.65M | Put options by funds: $212K

84% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 79

19% more capital invested

Capital invested by funds: $1.52B → $1.8B (+$286M)

0% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 34

1% less funds holding

Funds holding: 321318 (-3)

1.42% less ownership

Funds ownership: 54.93%53.51% (-1.4%)

17% less funds holding in top 10

Funds holding in top 10: 3529 (-6)

Holders
318
Holders Change
-3
Holders Change %
-0.93%
% of All Funds
6.52%
Holding in Top 10
29
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.14%
% of All Funds
0.59%
New
34
Increased
145
Reduced
79
Closed
34
Calls
$1.65M
Puts
$212K
Net Calls
+$1.44M
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
SB
51
Strategic Blueprint
Georgia
$8.39M +$3.05M +27,840 +59%
GAG
52
GM Advisory Group
New York
$8.3M +$356K +3,247 +5%
QCMC
53
Quantum Capital Management (California)
California
$8.27M +$4.48M +40,908 +123%
GM
54
GeoWealth Management
Illinois
$8.15M +$3.77M +34,426 +89%
CAN
55
Cetera Advisor Networks
California
$7.94M +$774K +7,066 +11%
FIM
56
Frontier Investment Management
Texas
$7.14M -$232K -2,122 -3%
MWM
57
MinichMacGregor Wealth Management
New York
$7.07M +$6.94M +63,331 New
DWM
58
Destination Wealth Management
California
$6.54M +$1.97M +17,989 +44%
Renaissance Technologies
59
Renaissance Technologies
New York
$6.46M +$3.22M +29,400 +103%
WSTAM
60
Wilbanks Smith & Thomas Asset Management
Virginia
$6.43M +$262K +2,396 +4%
FFS
61
Founders Financial Securities
Maryland
$6.27M +$4.46M +40,689 +263%
GWM
62
Geneos Wealth Management
Colorado
$6.2M +$123K +1,119 +2%
HCM
63
Hollencrest Capital Management
California
$6.1M +$110K +1,007 +2%
KLI
64
Kelman-Lazarov Inc
Tennessee
$6.06M +$5.95M +54,301 New
HI
65
Horizon Investments
North Carolina
$6.03M +$4.63M +42,273 +352%
MA
66
Mutual Advisors
Nebraska
$5.58M -$5.02M -45,810 -48%
ACM
67
AlphaStar Capital Management
North Carolina
$5.57M +$62.2K +568 +1%
DADC
68
D.A. Davidson & Co
Montana
$5.26M +$214K +1,958 +4%
FAM
69
Flaharty Asset Management
Florida
$5.19M +$5.1M +46,521 New
SWM
70
SVA Wealth Management
Wisconsin
$5.11M +$799K +7,292 +19%
HW
71
Hamilton Wealth
California
$4.78M +$551K +5,035 +13%
BWM
72
BerganKDV Wealth Management
Minnesota
$4.76M +$1.09M +9,942 +30%
GRP
73
Global Retirement Partners
California
$4.59M +$1.14M +10,437 +34%
CAL
74
Capital Analysts LLC
Pennsylvania
$4.45M +$216K +1,972 +5%
HIM
75
Hanlon Investment Management
New Jersey
$4.39M -$799K -7,292 -16%

BOND Hedge Fund Activity: Q2 2020 in Review

318 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q2 2020, worth a combined $1.8B — up 19% from $1.52B a quarter earlier.

Fund positioning in BOND was balanced in Q2 2020: 34 funds opened new positions, 34 closed out, 145 added to existing stakes and 79 trimmed.

The largest buyer was Your Advocates Ltd, adding an estimated $25.1M. The largest seller was Osaic Holdings, cutting an estimated $99.3M.

  • 318 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q2 2020, down from 321 in Q1 2020.
  • Funds reported $1.8B of PIMCO Active Bond Exchange-Traded Fund stock for Q2 2020, up 19% quarter-over-quarter.
  • 34 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q2 2020 and 34 closed out, a net change of 0 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q2 2020 was Your Advocates Ltd, an estimated $25.1M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q2 2020 was Osaic Holdings, an estimated $99.3M sold.

Based on aggregated 13F filings for Q2 2020.