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PIMCO Active Bond Exchange-Traded Fund

402 hedge funds and large institutions have $2.38B invested in PIMCO Active Bond Exchange-Traded Fund in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 161 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.16% more ownership

Funds ownership: 61.72%61.88% (+0.16%)

4% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 48

2% less funds holding

Funds holding: 410402 (-8)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

11% less capital invested

Capital invested by funds: $2.66B → $2.38B (-$281M)

21% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 161

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $330K

Holders
402
Holders Change
-8
Holders Change %
-1.95%
% of All Funds
6.34%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.58%
New
46
Increased
127
Reduced
161
Closed
48
Calls
Puts
$330K
Net Calls
-$330K
Net Calls Change
-$330K
Name Holding Trade Value Shares
Change
Change in
Stake
NL
76
Navalign LLC
California
$6.45M +$4.85M +46,067 +237%
PP
77
Pacifica Partners
Canada
$6.17M +$200K +1,898 +3%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$6.12M +$30.3K +288 +0.5%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$5.93M -$624K -5,930 -9%
GRP
80
Global Retirement Partners
California
$5.9M +$675K +6,413 +12%
NFG
81
Nations Financial Group
Iowa
$5.59M +$50.6K +481 +0.9%
CA
82
Cetera Advisors
Colorado
$5.58M -$695K -6,602 -11%
PAG
83
Private Advisor Group
New Jersey
$5.57M +$679K +6,455 +13%
Lido Advisors
84
Lido Advisors
California
$5.51M -$493K -4,687 -8%
HGWM
85
Harvest Group Wealth Management
Massachusetts
$5.5M -$11.2M -106,052 -66%
GWM
86
Geneos Wealth Management
Colorado
$5.36M -$453K -4,300 -8%
PA
87
Parallel Advisors
California
$4.76M +$947 +9 +0%
SAM
88
Silverhawk Asset Management
Arizona
$4.66M -$3.58M -34,043 -43%
IDA
89
Intelligence Driven Advisers
California
$4.66M +$3.65M +34,641 +293%
MMA
90
Miracle Mile Advisors
California
$4.5M -$1.48M -14,058 -24%
HI
91
Horizon Investments
North Carolina
$4.49M +$1.9M +18,076 +69%
PWM
92
Pinnacle Wealth Management
California
$4.49M -$5.65M -53,637 -55%
BWM
93
BerganKDV Wealth Management
Minnesota
$4.42M +$445K +4,229 +11%
FFS
94
Founders Financial Securities
Maryland
$4.33M +$1.44M +13,667 +47%
APA
95
American Portfolios Advisors
New York
$4.1M +$201K +1,914 +5%
WCM
96
Weik Capital Management
Pennsylvania
$4.06M +$286K +2,714 +7%
CAWM
97
Capital Advisors Wealth Management
Washington
$3.75M -$6.76M -64,181 -64%
AI
98
Atria Investments
North Carolina
$3.59M -$1.1M -10,440 -23%
VNA
99
Valley National Advisers
Pennsylvania
$3.55M -$3.79M -36,018 -51%
CIBC World Market
100
CIBC World Market
Ontario, Canada
$3.31M +$403K +3,826 +13%

BOND Hedge Fund Activity: Q1 2022 in Review

402 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q1 2022, worth a combined $2.38B — down 11% from $2.66B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of BOND and 46 opened new positions — a net loss of 2 holders — while 161 trimmed existing stakes and 127 added.

The largest buyer was Jane Street, opening a new position worth an estimated $24.7M. The largest seller was Morgan Stanley, cutting an estimated $40.3M.

  • 402 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q1 2022, down from 410 in Q4 2021.
  • Funds reported $2.38B of PIMCO Active Bond Exchange-Traded Fund stock for Q1 2022, down 11% quarter-over-quarter.
  • 46 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q1 2022 and 48 closed out, a net change of -2 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q1 2022 was Jane Street, an estimated $24.7M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q1 2022 was Morgan Stanley, an estimated $40.3M sold.

Based on aggregated 13F filings for Q1 2022.