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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
ACP
76
Aveo Capital Partners
Colorado
$6.71M -$1.64M -14,906 -20%
AFM
77
Andesa Financial Management
Pennsylvania
$6.64M -$212K -1,932 -3%
SW
78
Signify Wealth
Missouri
$6.56M -$1.02M -9,299 -13%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$6.54M +$423K +3,848 +7%
Lido Advisors
80
Lido Advisors
California
$6.43M -$168K -1,528 -3%
MMA
81
Miracle Mile Advisors
California
$6.37M -$6.37K -58 -0.1%
GWM
82
Geneos Wealth Management
Colorado
$6.23M +$93.3K +850 +2%
CAN
83
Cetera Advisor Networks
California
$6.17M +$2.63M +23,910 +74%
PP
84
Pacifica Partners
Canada
$6.16M +$1.03M +9,340 +20%
NFG
85
Nations Financial Group
Iowa
$5.96M +$335K +3,051 +6%
GRP
86
Global Retirement Partners
California
$5.91M -$362K -3,297 -6%
PAG
87
Private Advisor Group
New Jersey
$5.28M -$3.04M -27,697 -36%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$5.14M
PA
89
Parallel Advisors
California
$5.11M -$8.83M -80,379 -63%
AI
90
Atria Investments
North Carolina
$5M +$745K +6,781 +17%
Koshinski Asset Management
91
Koshinski Asset Management
Illinois
$4.61M -$466K -4,246 -9%
BWM
92
BerganKDV Wealth Management
Minnesota
$4.29M -$1.19M -10,864 -22%
APA
93
American Portfolios Advisors
New York
$4.2M +$163K +1,480 +4%
WCM
94
Weik Capital Management
Pennsylvania
$4.07M +$690K +6,287 +20%
FNC
95
First National Corp
Massachusetts
$3.98M -$505K -4,595 -11%
MBTD
96
Mechanics Bank - Trust Department
California
$3.53M +$99.7K +908 +3%
PA
97
Procyon Advisors
Connecticut
$3.52M -$740K -6,743 -17%
OPS
98
Orion Portfolio Solutions
Nebraska
$3.48M -$738K -6,718 -17%
FHB
99
First Hawaiian Bank
Hawaii
$3.44M
Cetera Investment Advisers
100
Cetera Investment Advisers
Illinois
$3.36M -$92K -838 -3%

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.