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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
ATWA
101
Arbor Trust Wealth Advisors
Michigan
$3.35M +$122K +1,107 +4%
SPIA
102
Steward Partners Investment Advisory
New York
$3.33M -$2.28M -20,762 -41%
SC
103
Steph & Co
Wisconsin
$3.33M +$58.8K +535 +2%
SWM
104
Spire Wealth Management
Virginia
$3.17M -$627K -5,713 -16%
FFS
105
Founders Financial Securities
Maryland
$3.16M +$151K +1,377 +5%
CIBC World Market
106
CIBC World Market
Ontario, Canada
$3.14M +$341K +3,108 +12%
CA
107
Calton & Associates
Florida
$3.03M +$57.9K +527 +2%
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$2.9M +$342K +3,118 +13%
HH
109
Hilltop Holdings
Texas
$2.9M +$1.78M +16,183 +157%
HI
110
Horizon Investments
North Carolina
$2.87M +$156K +1,425 +6%
SSC
111
Syverson Strege & Co
Iowa
$2.81M +$58.4K +532 +2%
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$2.73M +$2.48M +22,577 +968%
CWM
113
CarsonAllaria Wealth Management
Illinois
$2.72M +$2.73M +24,874 New
DADC
114
D.A. Davidson & Co
Montana
$2.68M +$64.9K +591 +2%
HWA
115
HCR Wealth Advisors
California
$2.67M +$138K +1,255 +5%
EE
116
EWG Elevate
California
$2.6M -$2.65M -24,165 -50%
MGIA
117
Moneta Group Investment Advisors
Missouri
$2.54M +$1.84M +16,784 +260%
ACM
118
AlphaStar Capital Management
North Carolina
$2.53M -$60.7K -553 -2%
AAS
119
Ameritas Advisory Services
Nebraska
$2.52M +$2.53M +23,004 New
AWM
120
AE Wealth Management
Kansas
$2.5M -$144K -1,308 -5%
LSAG
121
Lake Street Advisors Group
New Hampshire
$2.46M +$10.4K +95 +0.4%
HI
122
Harbour Investments
Wisconsin
$2.41M -$1.74M -15,804 -42%
WGCA
123
Wolf Group Capital Advisors
Virginia
$2.37M +$1.58M +14,386 +198%
LCM
124
Leisure Capital Management
California
$2.31M +$1.26M +11,486 +119%
AC
125
Apella Capital
Connecticut
$2.29M -$4.1M -37,320 -64%

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.