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PIMCO Active Bond Exchange-Traded Fund
BOND

381 hedge funds and large institutions have $2.4B invested in PIMCO Active Bond Exchange-Traded Fund in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 163 increasing their positions, 120 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 120

31% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 32

9% more capital invested

Capital invested by funds: $2.2B → $2.4B (+$199M)

3.78% more ownership

Funds ownership: 53.97% → 57.75% (+3.8%)

1% more funds holding

Funds holding: 376 → 381 (+5)

0% more funds holding in top 10

Funds holding in top 10: 35 → 35 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.15M

Holders
381
Holders Change
+5
Holders Change %
+1.33%
% of All Funds
6.69%
Holding in Top 10
35
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
42
Increased
163
Reduced
120
Closed
32
Calls
–
Puts
$1.15M
Net Calls
-$1.15M
Net Calls Change
-$1.39M

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$75.4M
2
Citadel Advisors
Citadel Advisors
Florida
+$19.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16.6M
4
CW
CreativeOne Wealth
Kansas
+$16.3M
5
Jane Street
Jane Street
New York
+$15.5M

Top Sellers

Rank Fund Capital Flow
1
TIM
Total Investment Management
Arizona
-$16.6M
2
SA
Strategic Advisors
New York
-$11.1M
3
FFG
Frisch Financial Group
New York
-$10.3M
4
MWM
Merriman Wealth Management
Washington
-$7.46M
5
MWM
MinichMacGregor Wealth Management
New York
-$7.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
76
Hollencrest Capital Management
California
$5.58M -$167K -1,502 -3%
GWM
77
Geneos Wealth Management
Colorado
$5.53M -$132K -1,187 -2%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$5.49M +$5.59M +50,184 New
CA
79
Cetera Advisors
Colorado
$5.49M +$1.44M +12,976 +35%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$5.25M – – –
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$5.04M +$319K +2,863 +7%
Citigroup
82
Citigroup
New York
$5.04M +$4.13M +37,123 +416%
BWM
83
BerganKDV Wealth Management
Minnesota
$4.87M -$348K -3,127 -7%
PP
84
Pacifica Partners
Canada
$4.67M +$167K +1,502 +4%
Koshinski Asset Management
85
Koshinski Asset Management
Illinois
$4.67M +$4.46M +40,066 +1,540%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$4.59M +$390K +3,506 +9%
OPS
87
Orion Portfolio Solutions
Nebraska
$4.56M +$557K +5,006 +14%
PAG
88
Private Advisor Group
New Jersey
$4.55M +$307K +2,757 +7%
MA
89
Mutual Advisors
Nebraska
$4.53M -$427K -3,832 -8%
SSC
90
Syverson Strege & Co
Iowa
$4.47M -$219K -1,965 -5%
EE
91
EWG Elevate
California
$4.39M +$508K +4,562 +13%
ACP
92
Aviance Capital Partners
Florida
$4.31M +$411K +3,692 +10%
SAM
93
Stringer Asset Management
Tennessee
$4.27M +$378K +3,396 +10%
SEP
94
Southland Equity Partners
Missouri
$4.09M -$371K -3,332 -8%
FNC
95
First National Corp
Massachusetts
$4.05M +$581K +5,222 +16%
VA
96
Valmark Advisers
Ohio
$4M +$1.71M +15,369 +73%
MBTD
97
Mechanics Bank - Trust Department
California
$3.91M +$309K +2,774 +8%
WSTAM
98
Wilbanks Smith & Thomas Asset Management
Virginia
$3.79M -$440K -3,950 -10%
Renaissance Technologies
99
Renaissance Technologies
New York
$3.78M -$2.35M -21,147 -38%
APA
100
American Portfolios Advisors
New York
$3.65M +$84.8K +762 +2%
2 3
4
5 6

BOND Hedge Fund Activity: Q1 2021 in Review

381 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q1 2021, worth a combined $2.4B — up 9% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new BOND positions and 32 closed out — a net gain of 10 holders — while 163 added to existing stakes and 120 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $75.4M. The largest seller was Total Investment Management, exiting entirely with an estimated $16.6M sold.

  • 381 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q1 2021, up from 376 in Q4 2020.
  • Funds reported $2.4B of PIMCO Active Bond Exchange-Traded Fund stock for Q1 2021, up 9% quarter-over-quarter.
  • 42 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q1 2021 and 32 closed out, a net change of +10 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q1 2021 was Mercer Global Advisors, an estimated $75.4M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q1 2021 was Total Investment Management, an estimated $16.6M sold.

Based on aggregated 13F filings for Q1 2021.