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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
FHB
76
First Hawaiian Bank
Hawaii
$3.55M -$162K -1,500 -4%
QCMC
77
Quantum Capital Management (California)
California
$3.52M +$10.6K +98 +0.3%
SFS
78
Sowell Financial Services
Arkansas
$3.52M +$1.15M +10,613 +48%
CA
79
Calton & Associates
Florida
$3.46M +$95.6K +883 +3%
CIBC Asset Management
80
CIBC Asset Management
Ontario, Canada
$3.4M -$11.4K -105 -0.3%
OPS
81
Orion Portfolio Solutions
Nebraska
$3.33M +$3.35M +30,909 New
MHS
82
M Holdings Securities
Oregon
$3.31M -$13K -120 -0.4%
APA
83
American Portfolios Advisors
New York
$3.3M +$120K +1,104 +4%
GRP
84
Global Retirement Partners
California
$3.21M +$45.5K +420 +1%
NSB
85
Norway Savings Bank
Maine
$2.96M +$306K +2,828 +11%
PAM
86
Peak Asset Management
Colorado
$2.89M -$3.14K -29 -0.1%
WCM
87
Weik Capital Management
Pennsylvania
$2.88M +$58K +536 +2%
LSAG
88
Lake Street Advisors Group
New Hampshire
$2.87M +$14.9K +138 +0.5%
CA
89
Cetera Advisors
Colorado
$2.87M +$94.1K +869 +3%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$2.86M +$39.6K +366 +1%
ACP
91
Aviance Capital Partners
Florida
$2.6M +$584K +5,395 +29%
ATWA
92
Arbor Trust Wealth Advisors
Michigan
$2.59M +$2.59M +23,918 New
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$2.58M +$916K +8,464 +55%
WA
94
Winfield Associates
Ohio
$2.57M +$56.1K +518 +2%
EE
95
EWG Elevate
California
$2.45M +$2.46M +22,751 New
PFA
96
Paradigm Financial Advisors
Missouri
$2.41M +$92.5K +854 +4%
LNWWM
97
Laird Norton Wetherby Wealth Management
California
$2.34M – – –
CONA
98
Capital One National Association
New York
$2.32M +$2.33M +21,524 New
SIM
99
Stratos Investment Management
Ohio
$2.21M -$459K -4,243 -17%
AMG
100
Asset Management Group
Connecticut
$2.19M -$40.7K -376 -2%
2 3
4
5 6

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.