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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
HWA
126
HCR Wealth Advisors
California
$610K -$323K -3,047 -35%
GIP
127
Greatmark Investment Partners
Georgia
$608K -$123K -1,165 -17%
SBIA
128
Sheaff Brock Investment Advisors
Indiana
$607K
NCM
129
Next Capital Management
New York
$599K
Ameriprise
130
Ameriprise
Minnesota
$596K +$382K +3,612 +187%
BTS
131
BB&T Securities
Virginia
$588K +$19.1K +180 +3%
CCFM
132
Clear Creek Financial Management
Washington
$574K +$566K +5,343 New
IDA
133
Intelligence Driven Advisers
California
$571K +$562K +5,310 New
BHB
134
Bank Hapoalim BM
Israel
$547K
ASN
135
Advisory Services Network
Georgia
$534K
EHPM
136
Emery Howard Portfolio Management
California
$528K +$25.7K +243 +5%
ACI
137
Alpha Cubed Investments
California
$509K +$502K +4,740 New
SBL
138
Sargent Bickham Lagudis
Colorado
$508K
PWM
139
Perigon Wealth Management
California
$506K
HCM
140
Hengehold Capital Management
Ohio
$504K -$39.6K -374 -7%
EAM
141
Evanson Asset Management
California
$492K +$4.24K +40 +0.9%
AWM
142
AE Wealth Management
Kansas
$482K +$475K +4,484 New
AC
143
Alexandria Capital
Virginia
$476K -$9.21K -87 -2%
CF
144
Centaurus Financial
California
$475K +$414K +3,906 +756%
BL
145
BFSG LLC
California
$473K -$78.9K -745 -14%
Northern Trust
146
Northern Trust
Illinois
$469K -$61.3K -579 -12%
Principal Financial Group
147
Principal Financial Group
Iowa
$463K +$456K +4,310 New
EFSCE
148
Enterprise Financial Services Corp (EFSC)
Missouri
$455K
HFA
149
Huber Financial Advisors
Illinois
$450K +$443K +4,182 New
KeyBank National Association
150
KeyBank National Association
Ohio
$427K -$15.3K -145 -4%

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.