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PIMCO Active Bond Exchange-Traded Fund

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: 1722 (+5)

18% more funds holding

Funds holding: 274324 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SMFG
101
Sumitomo Mitsui Financial Group
Japan
$2.16M
MFG
102
Menard Financial Group
Texas
$2.11M +$2.12M +19,601 New
GAM
103
Gould Asset Management
California
$2.09M +$191K +1,766 +10%
EWA
104
EP Wealth Advisors
California
$2.08M +$480K +4,432 +30%
GI
105
Glovista Investments
New Jersey
$2.06M -$232K -2,140 -10%
PAG
106
Private Advisor Group
New Jersey
$2.01M -$289K -2,668 -13%
AI
107
Atria Investments
North Carolina
$1.9M +$231K +2,130 +14%
MML Investors Services
108
MML Investors Services
Massachusetts
$1.89M -$120K -1,104 -6%
NA
109
NewEdge Advisors
Louisiana
$1.81M +$121K +1,114 +7%
HW
110
Hamilton Wealth
California
$1.81M +$449K +4,150 +33%
Cetera Investment Advisers
111
Cetera Investment Advisers
Illinois
$1.74M -$22K -203 -1%
SC
112
Steph & Co
Wisconsin
$1.73M +$1.74M +16,056 New
CIBC World Market
113
CIBC World Market
Ontario, Canada
$1.7M +$42.1K +389 +3%
PA
114
Pinnacle Associates
New York
$1.69M +$8.88K +82 +0.5%
FFA
115
First Foundation Advisors
California
$1.69M +$1.34M +12,364 +374%
NFG
116
Nations Financial Group
Iowa
$1.66M +$191K +1,763 +13%
NFC
117
Northeast Financial Consultants
Connecticut
$1.61M +$1.12M +10,323 +222%
DAS
118
Dynamic Advisor Solutions
Arizona
$1.53M -$109K -1,005 -7%
FAAS
119
First Allied Advisory Services
California
$1.52M -$557K -5,145 -27%
VIM
120
Vista Investment Management
Pennsylvania
$1.47M +$38.8K +358 +3%
CWM
121
Connecticut Wealth Management
Connecticut
$1.39M -$122K -1,125 -8%
IDA
122
Intelligence Driven Advisers
California
$1.37M +$568K +5,247 +70%
SPC
123
Sigma Planning Corp
Michigan
$1.32M +$413K +3,814 +45%
PWMAG
124
Pinnacle Wealth Management Advisory Group
New Jersey
$1.3M +$20.2K +187 +2%
WWM
125
Western Wealth Management
Colorado
$1.26M +$8.77K +81 +0.7%

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.