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PIMCO Active Bond Exchange-Traded Fund

410 hedge funds and large institutions have $2.66B invested in PIMCO Active Bond Exchange-Traded Fund in 2021 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 156 increasing their positions, 131 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 29

19% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 131

11% more capital invested

Capital invested by funds: $2.4B → $2.66B (+$261M)

8% more funds holding

Funds holding: 381410 (+29)

5.98% more ownership

Funds ownership: 55.74%61.72% (+6%)

0% more funds holding in top 10

Funds holding in top 10: 3838 (0)

Holders
410
Holders Change
+29
Holders Change %
+7.61%
% of All Funds
6.31%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.58%
New
63
Increased
156
Reduced
131
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
51
Allworth Financial
California
$11.4M +$8.03M +73,094 +237%
CAWM
52
Capital Advisors Wealth Management
Washington
$11M -$7.73M -70,363 -41%
PWM
53
Pinnacle Wealth Management
California
$10.7M +$10.7M +97,714 New
QA
54
Quantitative Advantage
Minnesota
$10.3M -$9.66K -88 -0.1%
RA
55
RFG Advisory
Alabama
$10.2M +$1.51M +13,742 +17%
DOA
56
D'Orazio & Associates
Virginia
$10.1M +$2.26M +20,589 +29%
CAL
57
Capital Analysts LLC
Pennsylvania
$10M +$299K +2,726 +3%
VWA
58
Visionary Wealth Advisors
Illinois
$9.77M +$2.93M +26,665 +43%
NSB
59
Norway Savings Bank
Maine
$9.07M +$778K +7,086 +9%
WSTAM
60
Wilbanks Smith & Thomas Asset Management
Virginia
$9.02M +$5.47M +49,848 +153%
SAM
61
Silverhawk Asset Management
Arizona
$8.73M +$8.77M +79,839 New
MWM
62
Mascoma Wealth Management
New Hampshire
$8.64M +$8.67M +78,943 New
KL
63
KWMG LLC
Kansas
$8.61M +$295K +2,687 +4%
DWM
64
Destination Wealth Management
California
$8.25M +$52.4K +477 +0.6%
TCFP
65
Treasure Coast Financial Planning
Florida
$8.2M +$8.23M +74,935 New
LWP
66
Lumature Wealth Partners
Georgia
$7.9M +$529K +4,820 +7%
GAM
67
Gould Asset Management
California
$7.85M +$461K +4,195 +6%
CP
68
Corbenic Partners
Pennsylvania
$7.83M +$80.7K +735 +1%
VNA
69
Valley National Advisers
Pennsylvania
$7.75M -$4.59M -41,813 -37%
HCM
70
Hollencrest Capital Management
California
$7.15M +$1.62M +14,792 +29%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$7.05M -$358K -3,258 -5%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$7.03M -$432K -3,935 -6%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$6.99M +$737K +6,709 +12%
ACP
74
Aviance Capital Partners
Florida
$6.83M -$115K -1,043 -2%
CA
75
Cetera Advisors
Colorado
$6.72M -$256K -2,330 -4%

BOND Hedge Fund Activity: Q4 2021 in Review

410 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q4 2021, worth a combined $2.66B — up 11% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new BOND positions and 29 closed out — a net gain of 34 holders — while 156 added to existing stakes and 131 trimmed.

The largest buyer was Halbert Hargrove Global Advisors, adding an estimated $89.7M. The largest seller was Barclays, exiting entirely with an estimated $10.4M sold.

  • 410 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q4 2021, up from 381 in Q3 2021.
  • Funds reported $2.66B of PIMCO Active Bond Exchange-Traded Fund stock for Q4 2021, up 11% quarter-over-quarter.
  • 63 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q4 2021 and 29 closed out, a net change of +34 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q4 2021 was Halbert Hargrove Global Advisors, an estimated $89.7M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q4 2021 was Barclays, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2021.