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PIMCO Active Bond Exchange-Traded Fund

228 hedge funds and large institutions have $1.06B invested in PIMCO Active Bond Exchange-Traded Fund in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 82 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

95.45% more ownership

Funds ownership: 41.14%136.59% (+95%)

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

19% more capital invested

Capital invested by funds: $895M → $1.06B (+$168M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1% more funds holding

Funds holding: 225228 (+3)

13% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 82

Holders
228
Holders Change
+3
Holders Change %
+1.33%
% of All Funds
5.22%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.27%
New
24
Increased
71
Reduced
82
Closed
20
Calls
$361K
Puts
Net Calls
+$361K
Net Calls Change
+$924K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Cetera Advisors
Colorado
$1.67M -$2.78M -26,996 -63%
WPW
77
Winthrop Partners - WNY
New York
$1.63M +$69.8K +678 +4%
CIBC World Market
78
CIBC World Market
Ontario, Canada
$1.56M +$67.9K +660 +5%
GAM
79
Gould Asset Management
California
$1.42M +$79.7K +775 +6%
VIM
80
Vista Investment Management
Pennsylvania
$1.41M +$85.9K +835 +6%
WS
81
Wedbush Securities
California
$1.29M -$97.7K -950 -7%
FA
82
FDx Advisors
Illinois
$1.21M +$89.8K +873 +8%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$1.19M +$75.8K +737 +7%
GI
84
Glovista Investments
New Jersey
$1.14M -$10.3K -100 -0.9%
CC
85
Callan Capital
California
$1.14M +$3.91K +38 +0.3%
OCM
86
One Capital Management
California
$1.12M -$19.8K -192 -2%
VF
87
Virtu Financial
New York
$1.09M +$1.09M +10,558 New
BAC
88
Boys Arnold & Co
North Carolina
$1.07M -$355K -3,450 -25%
DAS
89
Dynamic Advisor Solutions
Arizona
$1.05M +$547K +5,317 +109%
GRP
90
Global Retirement Partners
California
$1.02M -$240K -2,333 -19%
AWMG
91
Alliance Wealth Management Group
New Jersey
$969K -$2.06M -19,987 -68%
TCM
92
Towercrest Capital Management
Pennsylvania
$969K +$967K +9,399 New
SFS
93
Sowell Financial Services
Arkansas
$934K +$192K +1,862 +26%
IP
94
Intellectus Partners
California
$927K +$926K +9,000 New
NSB
95
Norway Savings Bank
Maine
$901K +$295K +2,868 +49%
MML Investors Services
96
MML Investors Services
Massachusetts
$879K -$1.77M -17,219 -67%
CF
97
Centaurus Financial
California
$851K -$61K -593 -7%
KeyBank National Association
98
KeyBank National Association
Ohio
$849K
BA
99
Boston Advisors
Massachusetts
$837K -$1.65K -16 -0.2%
NFG
100
Nations Financial Group
Iowa
$768K +$288K +2,799 +60%

BOND Hedge Fund Activity: Q2 2018 in Review

228 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q2 2018, worth a combined $1.06B — up 19% from $895M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BOND positions and 20 closed out — a net gain of 4 holders — while 71 added to existing stakes and 82 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $1.93B. The largest seller was Patton Albertson Miller Group, cutting an estimated $5.6M.

  • 228 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q2 2018, up from 225 in Q1 2018.
  • Funds reported $1.06B of PIMCO Active Bond Exchange-Traded Fund stock for Q2 2018, up 19% quarter-over-quarter.
  • 24 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q2 2018 and 20 closed out, a net change of +4 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $1.93B added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q2 2018 was Patton Albertson Miller Group, an estimated $5.6M sold.

Based on aggregated 13F filings for Q2 2018.