We are live on ! Find out more
BOND icon

PIMCO Active Bond Exchange-Traded Fund

256 hedge funds and large institutions have $1.17B invested in PIMCO Active Bond Exchange-Traded Fund in 2019 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 106 increasing their positions, 60 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 60

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

10% more capital invested

Capital invested by funds: $1.06B → $1.17B (+$104M)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

4% more funds holding

Funds holding: 247256 (+9)

0.6% more ownership

Funds ownership: 48.85%49.45% (+0.6%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $462K

Holders
256
Holders Change
+9
Holders Change %
+3.64%
% of All Funds
5.56%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.37%
New
38
Increased
106
Reduced
60
Closed
25
Calls
Puts
$462K
Net Calls
-$462K
Net Calls Change
-$1.72M
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
101
Dynamic Advisor Solutions
Arizona
$1.3M -$28.8K -272 -2%
CC
102
Callan Capital
California
$1.27M
WWM
103
Western Wealth Management
Colorado
$1.26M +$173K +1,630 +16%
PWMAG
104
Pinnacle Wealth Management Advisory Group
New Jersey
$1.25M +$25.4K +240 +2%
CAM
105
Concorde Asset Management
Michigan
$1.18M +$57.6K +544 +5%
OCM
106
One Capital Management
California
$1.14M -$20.2K -191 -2%
HW
107
Hamilton Wealth
California
$1.11M +$332K +3,140 +44%
NFG
108
Nations Financial Group
Iowa
$1.1M +$16.6K +157 +2%
BIA
109
BHK Investment Advisors
Alabama
$1.07M +$108K +1,024 +11%
OAM
110
Occidental Asset Management
California
$1.03M -$309K -2,922 -23%
PFM
111
Peak Financial Management
Massachusetts
$1.02M +$12.1K +114 +1%
BAC
112
Boys Arnold & Co
North Carolina
$1.02M +$67.2K +635 +7%
PA
113
Planning Alternatives
Michigan
$960K
FA
114
FDx Advisors
Illinois
$894K -$5.29K -50 -0.6%
SCM
115
SOL Capital Management
Maryland
$892K +$402K +3,800 +84%
BA
116
Boston Advisors
Massachusetts
$848K -$244K -2,304 -23%
SPC
117
Sigma Planning Corp
Michigan
$828K +$94K +888 +13%
BWL
118
Bogart Wealth LLC
Virginia
$822K -$12.3K -116 -1%
IP
119
Intellectus Partners
California
$814K -$104K -980 -11%
HCM
120
Howard Capital Management
Georgia
$765K +$753K +7,115 New
Cetera Investment Advisers
121
Cetera Investment Advisers
Illinois
$761K -$92.3K -872 -11%
LFPWM
122
Leicht Financial Planning & Wealth Management
New Jersey
$640K +$631K +5,956 New
CG
123
Colony Group
Massachusetts
$625K -$34K -321 -5%
PTC
124
Private Trust Company
Ohio
$623K +$69.8K +659 +13%
NFG
125
Next Financial Group
Texas
$618K +$558K +5,270 +1,103%

BOND Hedge Fund Activity: Q2 2019 in Review

256 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q2 2019, worth a combined $1.17B — up 9.8% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BOND positions and 25 closed out — a net gain of 13 holders — while 106 added to existing stakes and 60 trimmed.

The largest buyer was Wells Fargo, adding an estimated $18.4M. The largest seller was Regis Management Company, cutting an estimated $31.7M.

  • 256 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q2 2019, up from 247 in Q1 2019.
  • Funds reported $1.17B of PIMCO Active Bond Exchange-Traded Fund stock for Q2 2019, up 9.8% quarter-over-quarter.
  • 38 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q2 2019 and 25 closed out, a net change of +13 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q2 2019 was Wells Fargo, an estimated $18.4M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q2 2019 was Regis Management Company, an estimated $31.7M sold.

Based on aggregated 13F filings for Q2 2019.