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PIMCO Active Bond Exchange-Traded Fund

343 hedge funds and large institutions have $2.03B invested in PIMCO Active Bond Exchange-Traded Fund in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 171 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $540K

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

125% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 76

14% more funds holding in top 10

Funds holding in top 10: 2933 (+4)

12% more capital invested

Capital invested by funds: $1.8B → $2.03B (+$222M)

8% more funds holding

Funds holding: 318343 (+25)

0.32% more ownership

Funds ownership: 53.51%53.82% (+0.32%)

Holders
343
Holders Change
+25
Holders Change %
+7.86%
% of All Funds
6.92%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.67%
New
41
Increased
171
Reduced
76
Closed
15
Calls
$1.81M
Puts
$540K
Net Calls
+$1.27M
Net Calls Change
-$170K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Crumly & Associates
Illinois
$3.02M +$2.14M +19,062 +245%
PAMG
102
Patton Albertson Miller Group
Tennessee
$2.83M -$268K -2,384 -9%
MML Investors Services
103
MML Investors Services
Massachusetts
$2.81M +$35.6K +317 +1%
CIBC World Market
104
CIBC World Market
Ontario, Canada
$2.73M +$164K +1,456 +6%
ATWA
105
Arbor Trust Wealth Advisors
Michigan
$2.69M +$92K +818 +4%
SWP
106
Stratos Wealth Partners
Ohio
$2.61M +$2.04M +18,128 +359%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$2.56M -$549K -4,883 -18%
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$2.43M +$2.43M +21,606 New
NFG
109
Nations Financial Group
Iowa
$2.43M +$322K +2,864 +15%
AI
110
Atria Investments
North Carolina
$2.4M +$526K +4,676 +28%
PAG
111
Private Advisor Group
New Jersey
$2.4M -$83.4K -742 -3%
ACM
112
AlphaStar Capital Management
North Carolina
$2.34M -$3.24M -28,807 -58%
SC
113
Steph & Co
Wisconsin
$2.33M +$324K +2,883 +16%
GI
114
Glovista Investments
New Jersey
$2.31M -$233K -2,075 -9%
AMG
115
Asset Management Group
Connecticut
$2.29M +$15.1K +134 +0.7%
KAS
116
Kestra Advisory Services
Texas
$2.26M +$2.25M +20,024 New
PA
117
Pinnacle Associates
New York
$2.26M +$235K +2,091 +12%
SMFG
118
Sumitomo Mitsui Financial Group
Japan
$2.25M
NFC
119
Northeast Financial Consultants
Connecticut
$2.22M +$540K +4,802 +32%
WA
120
Winfield Associates
Ohio
$2.1M -$282K -2,512 -12%
EH
121
Equitable Holdings
New York
$2.07M +$88.5K +787 +4%
AIP
122
Almanack Investment Partners
Pennsylvania
$2.04M +$832K +7,397 +68%
NA
123
NewEdge Advisors
Louisiana
$1.97M +$393K +3,496 +25%
UCFA
124
United Capital Financial Advisors
Texas
$1.83M -$1.2M -10,652 -39%
Cetera Investment Advisers
125
Cetera Investment Advisers
Illinois
$1.79M -$293K -2,605 -14%

BOND Hedge Fund Activity: Q3 2020 in Review

343 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q3 2020, worth a combined $2.03B — up 12% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new BOND positions and 15 closed out — a net gain of 26 holders — while 171 added to existing stakes and 76 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $29.8M. The largest seller was AE Wealth Management, cutting an estimated $20.9M.

  • 343 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q3 2020, up from 318 in Q2 2020.
  • Funds reported $2.03B of PIMCO Active Bond Exchange-Traded Fund stock for Q3 2020, up 12% quarter-over-quarter.
  • 41 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q3 2020 and 15 closed out, a net change of +26 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q3 2020 was Jane Street, an estimated $29.8M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q3 2020 was AE Wealth Management, an estimated $20.9M sold.

Based on aggregated 13F filings for Q3 2020.